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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
226
P.J. Schmidt Investment Management (PJS)
Wisconsin
$417K +$417K +7,389 New
SBH
227
Segall Bryant & Hamill
Illinois
$407K +$56.5K +1,000 +16%
BT
228
Beacon Trust
New Jersey
$406K – – –
KJHP
229
K.J. Harrison & Partners
Ontario, Canada
$397K +$10.1K +180 +3%
OC
230
Oarsman Capital
Wisconsin
$392K -$28.6K -508 -7%
TRCT
231
Tower Research Capital (TRC)
New York
$390K +$335K +4,300 +614%
JIC
232
Johnson Investment Counsel
Ohio
$387K – – –
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$379K +$22.6K +400 +6%
NSIM
234
North Star Investment Management
Illinois
$375K -$7.05K -125 -2%
LOCC
235
Lombard Odier & Cie (Canada)
Quebec, Canada
$371K +$112K +2,000 +43%
JAM
236
JCIC Asset Management
Ontario, Canada
$353K – – –
SSG
237
Summit Securities Group
New York
$339K +$339K +6,010 New
TCOV
238
Trust Company of Vermont
Vermont
$328K -$9.22K -163 -3%
PSC
239
Prentiss Smith & Co
Vermont
$326K -$27.5K -488 -8%
NL
240
NWAM LLC
Washington
$324K +$41.5K +735 +15%
CBU
241
CIBC Bank USA
Illinois
$321K – – –
FBFS
242
First Business Financial Services
Wisconsin
$321K – – –
Nomura Asset Management
243
Nomura Asset Management
Japan
$320K – – –
JPMPWA
244
J.P. Morgan Private Wealth Advisors
California
$317K +$317K +5,616 New
LD
245
Lipe & Dalton
New York
$316K – – –
PWLP
246
Prio Wealth Limited Partnership
Massachusetts
$301K -$83.2K -1,475 -22%
Creative Planning
247
Creative Planning
Kansas
$301K -$57.4K -1,018 -16%
CLOS
248
Compagnie Lombard Odier SCmA
Switzerland
$297K -$9.1K -162 -3%
CA
249
Commerzbank Aktiengesellschaft
Germany
$295K -$25.2K -446 -8%
DWT
250
Dorsey & Whitney Trust
South Dakota
$291K – – –
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