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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$202M
3
EA
3
Emerald Acquisition
Washington
$122M
4
ETC
4
Evercore Trust Company
New York
$94.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$782M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
2
Franklin Resources
California
$338M
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.47B 54,696,636 -354,082 -0.6%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.73B 27,233,628 +244,618 +0.9%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.65B 26,138,912 +530,618 +2%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.32B 20,771,734 -55,235 -0.3%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.03B 16,258,289 -8,710 -0.1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$981M 15,467,839 +244,046 +2%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$869M 13,705,549 -864,708 -6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$807M 12,729,160 +6,269,734 +97%
Vanguard Group
9
Vanguard Group
Pennsylvania
$782M 12,343,265 +1,436,726 +13%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$398M 6,309,672 -499,724 -7%
Norges Bank
11
Norges Bank
Norway
$384M 6,086,093 -181,820 -3%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$366M 5,816,784 -57,945 -1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$346M 5,478,168 -720,100 -12%
Franklin Resources
14
Franklin Resources
California
$338M 5,336,993 -1,368,432 -20%
GC
15
Guardian Capital
Ontario, Canada
$333M 5,292,399 -44,480 -0.8%
Canada Life
16
Canada Life
Manitoba, Canada
$301M 4,785,745 -231,587 -5%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M 4,207,106 -789,475 -16%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224M 3,528,738 +877,580 +33%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$202M 3,180,643 +3,180,643 New
Legal & General Group
20
Legal & General Group
United Kingdom
$194M 3,067,790 +69,811 +2%
APG Asset Management
21
APG Asset Management
Netherlands
$168M 2,048,407 – –
CS
22
Credit Suisse
Switzerland
$155M 2,440,067 +6,583 +0.3%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M 1,834,500 -662,000 -27%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$142M 2,244,732 +355,122 +19%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M 2,215,866 +121,344 +6%
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