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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$894M
4
CA
4
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$55.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.8B 50,244,699 +1,862,594 +4%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.89B 25,054,289 -79,888 -0.3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.21B 16,008,149 -385,167 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.14B 15,005,311 +412,813 +3%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$894M 11,813,756 -841,228 -7%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$804M 10,630,427 -203,097 -2%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$761M 10,058,392 -1,674,644 -14%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$639M 8,443,602 -104,976 -1%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$563M 7,457,705 +164,900 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$541M 7,147,780 -124,497 -2%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$533M 7,059,573 +1,731,928 +33%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$467M 6,191,374 -617,803 -9%
Canada Life
13
Canada Life
Manitoba, Canada
$461M 6,098,215 +390,688 +7%
Norges Bank
14
Norges Bank
Norway
$455M 6,026,193 – –
Franklin Resources
15
Franklin Resources
California
$402M 5,315,573 +60,830 +1%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$390M 5,171,086 -39,499 -0.8%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$343M 4,634,698 +3,076,997 +198%
GC
18
Guardian Capital
Ontario, Canada
$313M 4,147,909 -47,991 -1%
OAC
19
OMERS Administration Corp
Ontario, Canada
$290M 3,835,187 +956,090 +33%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$288M 3,800,439 +41,934 +1%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252M 3,331,345 +197,073 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$226M 2,988,626 +13,890 +0.5%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$223M 2,940,037 -111,948 -4%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$222M 2,927,780 +96,038 +3%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$180M 2,390,311 -670,105 -22%
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