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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B 60,561,558 +2,295,637 +4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.44B 26,444,834 -10,120 -0%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.44B 26,449,316 -33,696 -0.1%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.15B 21,035,280 -3,780,949 -15%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.06B 19,351,546 -1,242,501 -6%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$897M 16,437,774 +453,541 +3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$814M 14,926,679 +728,572 +5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$462M 8,474,554 +863,205 +11%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$448M 8,232,136 +243,130 +3%
Franklin Resources
10
Franklin Resources
California
$402M 7,370,578 -361,766 -5%
Norges Bank
11
Norges Bank
Norway
$334M 6,146,572 +216,735 +4%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$294M 5,417,123 +134,795 +3%
Canada Life
13
Canada Life
Manitoba, Canada
$274M 5,037,345 +445,867 +10%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$265M 4,878,058 +271,100 +6%
GC
15
Guardian Capital
Ontario, Canada
$241M 4,433,594 +276,063 +7%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226M 4,162,521 +230,200 +6%
Capital Research Global Investors
17
Capital Research Global Investors
California
$206M 3,770,426 -617,074 -14%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$176M 3,213,759 -174,537 -5%
Legal & General Group
19
Legal & General Group
United Kingdom
$156M 2,867,110 +60,187 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$138M 2,532,270 -252,090 -9%
CS
21
Credit Suisse
Switzerland
$127M 2,330,257 -39,087 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$120M 2,206,333 +472,689 +27%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$114M 2,081,950 +264,123 +15%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$113M 1,549,200 +131,800 +9%
APG Asset Management
25
APG Asset Management
Netherlands
$108M 1,990,319 -372,323 -16%
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