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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B
2
CAM
2
Cidel Asset Management
Ontario, Canada
$92.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$90.8M
4
EAM
4
Eagle Asset Management
Florida
$79.3M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$61.1M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
4
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B 57,220,305 +1,447,097 +3%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.05B 28,969,754 +354,027 +1%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.94B 27,374,582 -499,964 -2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.91B 26,919,426 +292,164 +1%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.73B 24,440,182 -3,900 -0%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.12B 15,823,167 +7,347 +0%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$955M 13,506,700 +456,568 +3%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$651M 9,175,386 -476,488 -5%
Franklin Resources
9
Franklin Resources
California
$518M 7,324,440 +118,786 +2%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$441M 6,217,058 +200,865 +3%
Canada Life
11
Canada Life
Manitoba, Canada
$432M 6,098,967 +807,821 +15%
Norges Bank
12
Norges Bank
Norway
$396M 5,582,240 -211,817 -4%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$353M 4,977,391 -90,227 -2%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$309M 4,352,043 +587,789 +16%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$282M 3,988,460 -809,203 -17%
GC
16
Guardian Capital
Ontario, Canada
$271M 3,828,187 +273,187 +8%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$242M 3,420,801 +79,885 +2%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$197M 2,398,900 -166,900 -7%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$189M 2,675,447 +522,904 +24%
APG Asset Management
20
APG Asset Management
Netherlands
$188M 2,287,555 +116,334 +5%
Legal & General Group
21
Legal & General Group
United Kingdom
$187M 2,629,830 -36,521 -1%
CS
22
Credit Suisse
Switzerland
$180M 2,539,593 +10,876 +0.4%
Ameriprise
23
Ameriprise
Minnesota
$157M 2,223,080 +135,194 +6%
RFC
24
Russell Frank Company
Washington
$134M 1,898,025 +171,536 +10%
UBS AM
25
UBS AM
Illinois
$122M 1,724,336 -334,858 -16%
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