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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$260M
2
CA
2
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
4
Canada Life
Manitoba, Canada
$272M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.45B 58,265,921 +44,859 +0.1%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.57B 26,483,012 -276,072 -1%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B 26,454,954 -1,568,826 -6%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.47B 24,816,229 -2,538,453 -9%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.22B 20,594,047 -4,046,172 -16%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$947M 15,984,233 -19,832 -0.1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$842M 14,198,107 +665,549 +5%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$475M 7,989,006 -401,690 -5%
Franklin Resources
9
Franklin Resources
California
$458M 7,732,344 -432,049 -5%
Vanguard Group
10
Vanguard Group
Pennsylvania
$451M 7,611,349 +707,895 +10%
Norges Bank
11
Norges Bank
Norway
$352M 5,929,837 – –
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$313M 5,282,328 +67,887 +1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$273M 4,606,958 -176,200 -4%
Canada Life
14
Canada Life
Manitoba, Canada
$272M 4,591,478 -1,073,141 -19%
Capital Research Global Investors
15
Capital Research Global Investors
California
$260M 4,387,500 +4,387,500 New
GC
16
Guardian Capital
Ontario, Canada
$247M 4,157,531 -294,943 -7%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233M 3,932,321 -649,197 -14%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$202M 3,388,296 -144,043 -4%
Legal & General Group
19
Legal & General Group
United Kingdom
$166M 2,806,923 +74,889 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$165M 2,784,360 -98,100 -3%
CS
21
Credit Suisse
Switzerland
$140M 2,369,344 -347,333 -13%
APG Asset Management
22
APG Asset Management
Netherlands
$140M 2,362,642 – –
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$112M 1,884,475 +373,217 +25%
UBS AM
24
UBS AM
Illinois
$110M 1,847,994 -763 -0%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$108M 1,817,827 +44,837 +3%
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