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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$186M
5
VRS
5
Virginia Retirement System
Virginia
$36.4M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
4
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$988M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.34B 55,050,718 -2,335,315 -4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.64B 26,989,010 +249,113 +0.9%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.56B 25,608,294 -529,351 -2%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.26B 20,826,969 -84,719 -0.4%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$988M 16,266,999 -1,066,441 -6%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$924M 15,223,793 +879,909 +6%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$885M 14,570,257 -1,285,766 -8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$662M 10,906,539 +1,747,131 +19%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$415M 6,809,396 -389,742 -5%
Franklin Resources
10
Franklin Resources
California
$407M 6,705,425 -521,415 -7%
Capital Research Global Investors
11
Capital Research Global Investors
California
$392M 6,459,426 +130,500 +2%
Norges Bank
12
Norges Bank
Norway
$382M 6,267,913 – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$378M 6,198,268 +378,910 +7%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$357M 5,874,729 +451,385 +8%
GC
15
Guardian Capital
Ontario, Canada
$325M 5,336,879 +200,858 +4%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$305M 4,996,581 +149,145 +3%
Canada Life
17
Canada Life
Manitoba, Canada
$304M 5,017,332 -86,413 -2%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$197M 2,496,500 -205,600 -8%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$186M 2,354,370 +538,923 +30%
Legal & General Group
20
Legal & General Group
United Kingdom
$183M 2,997,979 +91,261 +3%
APG Asset Management
21
APG Asset Management
Netherlands
$162M 2,048,407 +188,300 +10%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$161M 2,651,158 +398,880 +18%
CS
23
Credit Suisse
Switzerland
$148M 2,433,484 +34,109 +1%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$143M 2,360,830 +245,943 +12%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128M 2,094,522 +57,384 +3%
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