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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
226
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K -$9.1K -150 -2%
BT
227
Beacon Trust
New Jersey
$437K – – –
Nomura Asset Management
228
Nomura Asset Management
Japan
$434K -$15.8K -200 -4%
AL
229
Airain Ltd
Guernsey
$418K +$418K +6,881 New
JIC
230
Johnson Investment Counsel
Ohio
$416K – – –
GCA
231
Gideon Capital Advisors
New York
$409K +$409K +6,736 New
RhumbLine Advisers
232
RhumbLine Advisers
Massachusetts
$408K – – –
NSIM
233
North Star Investment Management
Illinois
$404K – – –
LOCC
234
Lombard Odier & Cie (Canada)
Quebec, Canada
$402K – – –
KJHP
235
K.J. Harrison & Partners
Ontario, Canada
$392K -$36.7K -603 -9%
Schroder Investment Management Group
236
Schroder Investment Management Group
United Kingdom
$380K -$19.7M -249,738 -98%
JAM
237
JCIC Asset Management
Ontario, Canada
$379K – – –
SBH
238
Segall Bryant & Hamill
Illinois
$377K -$60.8K -1,000 -14%
TU
239
TDAM USA
Ontario, Canada
$371K +$61.3K +1,005 +20%
NL
240
NWAM LLC
Washington
$363K +$15.3K +253 +4%
Handelsbanken Fonder
241
Handelsbanken Fonder
Sweden
$360K -$2.68M -43,891 -88%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$350K +$27.2K +445 +8%
DIA
243
Dana Investment Advisors
Wisconsin
$346K +$326K +5,380 +1,671%
1GA
244
1st Global Advisors
Texas
$343K +$343K +5,648 New
LD
245
Lipe & Dalton
New York
$340K – – –
CBU
246
CIBC Bank USA
Illinois
$334K -$12.1K -200 -4%
AIG
247
American International Group
New York
$326K -$211K -3,468 -39%
CFN
248
Cordasco Financial Network
Florida
$320K -$643K -10,604 -67%
FBFS
249
First Business Financial Services
Wisconsin
$320K -$25.3K -416 -7%
FAAS
250
First Allied Advisory Services
California
$320K +$71K +1,181 +28%
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