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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.11B 55,773,208 -609,570 -1%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.11B 28,615,727 +151,211 +0.5%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$2.05B 27,874,546 -317,689 -1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.96B 26,627,262 -143,537 -0.5%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.8B 24,444,082 +623,085 +3%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.16B 15,815,820 -251,400 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$961M 13,050,132 +510,404 +4%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$711M 9,651,874 -324,161 -3%
Franklin Resources
9
Franklin Resources
California
$531M 7,205,654 +509,607 +8%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$444M 6,016,193 +100,172 +2%
Norges Bank
11
Norges Bank
Norway
$427M 5,794,057 -5,813,177 -50%
Canada Life
12
Canada Life
Manitoba, Canada
$389M 5,291,146 -108,878 -2%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$373M 5,067,618 -133,500 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$353M 4,797,663 +58,602 +1%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M 3,764,254 +1,155,650 +44%
GC
16
Guardian Capital
Ontario, Canada
$261M 3,555,000 +2,217,277 +166%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$245M 3,340,916 -269,431 -7%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M 2,565,800 -2,100 -0.1%
Legal & General Group
19
Legal & General Group
United Kingdom
$197M 2,666,351 -31,426 -1%
CS
20
Credit Suisse
Switzerland
$186M 2,528,717 +363,815 +17%
APG Asset Management
21
APG Asset Management
Netherlands
$160M 2,171,221 +13,059 +0.6%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$158M 2,152,543 +182,544 +9%
Ameriprise
23
Ameriprise
Minnesota
$154M 2,087,886 +105,312 +5%
UBS AM
24
UBS AM
Illinois
$152M 2,059,194 +412,672 +25%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$144M 1,952,009 -226,914 -10%
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