BMO icon

Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$357M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
3
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$327M
5
GC
5
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
3
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$809M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.24B 57,386,033 -3,175,525 -5%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.51B 26,739,897 +295,063 +1%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.47B 26,137,645 -311,671 -1%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.18B 20,911,688 -123,592 -0.6%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$978M 17,333,440 -2,018,106 -10%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$895M 15,856,023 -581,751 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$809M 14,343,884 -582,795 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$517M 9,159,408 +684,854 +8%
Franklin Resources
9
Franklin Resources
California
$408M 7,226,840 -143,738 -2%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$407M 7,199,138 -1,032,998 -13%
Capital Research Global Investors
11
Capital Research Global Investors
California
$357M 6,328,926 +2,558,500 +68%
Norges Bank
12
Norges Bank
Norway
$352M 6,267,913 +121,341 +2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$327M 5,819,358 +941,300 +19%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$306M 5,423,344 +6,221 +0.1%
GC
15
Guardian Capital
Ontario, Canada
$290M 5,136,021 +702,427 +16%
Canada Life
16
Canada Life
Manitoba, Canada
$289M 5,103,745 +66,400 +1%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272M 4,847,436 +684,915 +16%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M 2,702,100 +1,152,900 +74%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$208M 3,680,597 +466,838 +15%
Legal & General Group
20
Legal & General Group
United Kingdom
$163M 2,906,718 +39,608 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$145M 2,575,971 +43,701 +2%
CS
22
Credit Suisse
Switzerland
$135M 2,399,375 +69,118 +3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$127M 2,252,278 +45,945 +2%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$119M 2,114,887 +32,937 +2%
APG Asset Management
25
APG Asset Management
Netherlands
$105M 1,860,107 -130,212 -7%
1
2 3 4 5