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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$289M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$112M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
4
PIC
4
PCJ Investment Counsel
Ontario, Canada
$77.9M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$442M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
4
APG Asset Management
Netherlands
$38.9M
5
AL
5
AJO LP
Pennsylvania
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.61B 50,192,442 -5,098,003 -9%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.97B 27,451,096 -90,624 -0.3%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.83B 25,410,387 -591,566 -2%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.54B 21,383,353 +257,993 +1%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.16B 16,103,080 -150,003 -0.9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$961M 13,363,980 +435,298 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$952M 13,242,027 +608,589 +5%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$941M 14,290,448 -1,155,356 -7%
IGIM
9
I.G. Investment Management
Manitoba, Canada
$858M 11,934,957 -1,411,006 -11%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$442M 6,137,236 +903,268 +17%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M 6,032,900 +1,500,435 +33%
Norges Bank
12
Norges Bank
Norway
$427M 5,924,580 +3,673 +0.1%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$418M 5,818,781 -79,073 -1%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$405M 5,626,727 -106,699 -2%
Canada Life
15
Canada Life
Manitoba, Canada
$397M 5,511,185 +766,074 +16%
Franklin Resources
16
Franklin Resources
California
$385M 5,353,471 +77,736 +1%
GC
17
Guardian Capital
Ontario, Canada
$374M 5,206,047 -110,577 -2%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$289M 4,092,122 +2,073,633 +103%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$270M 3,752,627 +22,510 +0.6%
Legal & General Group
20
Legal & General Group
United Kingdom
$217M 3,018,557 -25,560 -0.8%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$214M 2,975,127 +253,124 +9%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$204M 2,845,598 +75,277 +3%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M 1,906,300 +664,800 +54%
AQR Capital Management
24
AQR Capital Management
Connecticut
$170M 2,363,076 +478,567 +25%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M 2,075,296 -29,658 -1%
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