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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$398M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
3
ETC
Evercore Trust Company
New York
+$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$91.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$55.6M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$143M
2
Franklin Resources
Franklin Resources
California
-$86.8M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$54.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$54.3M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Advisor Group
Arizona
$463K +$463K +7,341 New
AP
227
AHL Partners
United Kingdom
$460K +$460K +7,257 New
BT
228
Beacon Trust
New Jersey
$456K – – –
PJSIMP
229
P.J. Schmidt Investment Management (PJS)
Wisconsin
$443K -$15.7K -248 -3%
OC
230
Oarsman Capital
Wisconsin
$437K -$23.8K -375 -5%
NIT
231
NumerixS Investment Technologies
British Columbia, Canada
$437K +$437K +6,900 New
JIC
232
Johnson Investment Counsel
Ohio
$435K – – –
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$426K – – –
LOCC
234
Lombard Odier & Cie (Canada)
Quebec, Canada
$416K – – –
ONB
235
Old National Bancorp
Indiana
$414K -$79K -1,247 -16%
NL
236
NWAM LLC
Washington
$411K +$31.8K +503 +8%
DIA
237
Dana Investment Advisors
Wisconsin
$410K +$48.3K +762 +13%
JWM
238
Jacobus Wealth Management
Wisconsin
$399K -$913K -14,395 -70%
JAM
239
JCIC Asset Management
Ontario, Canada
$396K – – –
SBH
240
Segall Bryant & Hamill
Illinois
$393K – – –
KJHP
241
K.J. Harrison & Partners
Ontario, Canada
$381K -$24.6K -390 -6%
FAAS
242
First Allied Advisory Services
California
$379K +$44.8K +713 +13%
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$377K +$60.7K +957 +19%
1GA
244
1st Global Advisors
Texas
$363K +$5.32K +84 +1%
NSIM
245
North Star Investment Management
Illinois
$358K -$63.3K -1,000 -15%
LD
246
Lipe & Dalton
New York
$355K – – –
WEC
247
Winslow Evans & Crocker
Massachusetts
$350K +$350K +5,526 New
CBU
248
CIBC Bank USA
Illinois
$348K – – –
Nomura Asset Management
249
Nomura Asset Management
Japan
$347K – – –
TCOV
250
Trust Company of Vermont
Vermont
$346K +$51.7K +814 +18%
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