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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.04B 50,541,767 +297,068 +0.6%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.94B 24,110,078 -944,211 -4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.3B 16,277,903 +269,754 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.24B 15,537,174 +531,863 +4%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.09B 13,605,288 +10,665,251 +363%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$927M 11,586,961 -226,795 -2%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$755M 9,400,134 -658,258 -7%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$744M 9,264,428 +2,204,855 +31%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$729M 9,116,021 +672,419 +8%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$570M 7,094,405 -363,300 -5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$563M 7,030,860 -116,920 -2%
Canada Life
12
Canada Life
Manitoba, Canada
$512M 6,408,387 +310,172 +5%
Norges Bank
13
Norges Bank
Norway
$488M 6,083,873 +57,680 +1%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M 5,562,185 -629,189 -10%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$420M 5,235,486 +64,400 +1%
Franklin Resources
16
Franklin Resources
California
$420M 5,244,778 -70,795 -1%
OAC
17
OMERS Administration Corp
Ontario, Canada
$358M 4,464,382 +629,195 +16%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$351M 4,385,264 -249,434 -5%
GC
19
Guardian Capital
Ontario, Canada
$327M 4,067,956 -79,953 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$315M 3,940,241 +139,802 +4%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M 3,224,796 -106,549 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$231M 2,881,731 -106,895 -4%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$231M 2,882,818 -44,962 -2%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M 1,661,300 +437,284 +36%
Deutsche Bank
25
Deutsche Bank
Germany
$164M 2,055,102 +459,717 +29%
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