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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$123M
5
IIM
5
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$53.2M
3
APG Asset Management
3
APG Asset Management
Netherlands
$120M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
5
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.63B 55,290,445 +593,809 +1%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.81B 27,541,720 +308,092 +1%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.7B 26,001,953 -136,959 -0.5%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.38B 21,125,360 +353,626 +2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.07B 16,253,083 -5,206 -0%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.01B 15,445,804 -22,035 -0.1%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$875M 13,345,963 -359,586 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$847M 12,928,682 +199,522 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$828M 12,633,438 +290,173 +2%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$387M 5,897,854 -411,818 -7%
LBA
11
Letko, Brosseau & Associates
Quebec, Canada
$376M 5,733,426 -83,358 -1%
Norges Bank
12
Norges Bank
Norway
$370M 5,920,907 -165,186 -3%
GC
13
Guardian Capital
Ontario, Canada
$348M 5,316,624 +24,225 +0.5%
Franklin Resources
14
Franklin Resources
California
$346M 5,275,735 -61,258 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$342M 5,233,968 -244,200 -4%
Canada Life
16
Canada Life
Manitoba, Canada
$311M 4,745,111 -40,634 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296M 4,532,465 +325,359 +8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$245M 3,730,117 +201,379 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$199M 3,044,117 -23,673 -0.8%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$181M 2,770,321 +2,770,321 New
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$178M 2,722,003 -458,640 -14%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138M 2,104,954 -110,912 -5%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$132M 2,018,489 -85,168 -4%
CS
24
Credit Suisse
Switzerland
$126M 1,923,014 -517,053 -21%
AQR Capital Management
25
AQR Capital Management
Connecticut
$123M 1,884,509 +507,000 +37%
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