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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
3
Franklin Resources
California
$489M
4
GC
4
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.49B 58,221,062 +1,000,757 +2%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.68B 28,023,780 -945,974 -3%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.64B 27,354,682 -19,900 -0.1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.6B 26,759,084 -160,342 -0.6%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.48B 24,640,219 +200,037 +0.8%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$959M 16,004,065 +180,898 +1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$812M 13,532,558 +25,858 +0.2%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$503M 8,390,696 -784,690 -9%
Franklin Resources
9
Franklin Resources
California
$489M 8,164,393 +839,953 +11%
Vanguard Group
10
Vanguard Group
Pennsylvania
$414M 6,903,454 +6,801,943 +6,701%
Norges Bank
11
Norges Bank
Norway
$355M 5,929,837 +347,597 +6%
Canada Life
12
Canada Life
Manitoba, Canada
$339M 5,664,619 -434,348 -7%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$312M 5,214,441 +237,050 +5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$287M 4,783,158 -1,433,900 -23%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$275M 4,581,518 +229,475 +5%
GC
16
Guardian Capital
Ontario, Canada
$266M 4,452,474 +624,287 +16%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$212M 3,532,339 +111,538 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$173M 2,882,460 -1,106,000 -28%
Legal & General Group
19
Legal & General Group
United Kingdom
$164M 2,732,034 +102,204 +4%
CS
20
Credit Suisse
Switzerland
$163M 2,716,677 +177,084 +7%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M 1,978,300 -420,600 -18%
APG Asset Management
22
APG Asset Management
Netherlands
$142M 2,362,642 +75,087 +3%
UBS AM
23
UBS AM
Illinois
$111M 1,848,757 +124,421 +7%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$108M 1,803,893 +172,362 +11%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$106M 1,772,990 +86,295 +5%
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