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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$46.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$33.2M
5
IIM
Intact Investment Management
Quebec, Canada
+$32.2M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$65.7M
2
Goldman Sachs
Goldman Sachs
New York
-$56.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$51M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SVA Wealth Management
Wisconsin
$475K -$57.4K -876 -11%
VKH
227
Virtu KCG Holdings
New York
$474K -$213K -3,246 -31%
BT
228
Beacon Trust
New Jersey
$472K – – –
PJSIMP
229
P.J. Schmidt Investment Management (PJS)
Wisconsin
$460K +$1.7K +26 +0.4%
AG
230
Advisor Group
Arizona
$456K -$26K -396 -5%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$452K -$34.4K -525 -7%
JIC
232
Johnson Investment Counsel
Ohio
$451K +$1.31K +20 +0.3%
Creative Planning
233
Creative Planning
Kansas
$447K +$274K +4,182 +159%
TU
234
TDAM USA
Ontario, Canada
$446K +$143K +2,187 +47%
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$442K +$52.5K +801 +13%
OC
236
Oarsman Capital
Wisconsin
$440K -$12.1K -185 -3%
HCM
237
Highbridge Capital Management
New York
$439K +$439K +6,700 New
NL
238
NWAM LLC
Washington
$434K +$8.39K +128 +2%
DIA
239
Dana Investment Advisors
Wisconsin
$424K – – –
LOCC
240
Lombard Odier & Cie (Canada)
Quebec, Canada
$416K -$16.2K -248 -4%
JWM
241
Jacobus Wealth Management
Wisconsin
$412K – – –
JAM
242
JCIC Asset Management
Ontario, Canada
$409K – – –
SBH
243
Segall Bryant & Hamill
Illinois
$407K – – –
1GA
244
1st Global Advisors
Texas
$403K +$27.2K +415 +7%
SI
245
SII Investments
Wisconsin
$397K +$126K +1,920 +46%
ONB
246
Old National Bancorp
Indiana
$384K -$43.8K -669 -10%
TCOV
247
Trust Company of Vermont
Vermont
$371K +$13.8K +210 +4%
LD
248
Lipe & Dalton
New York
$367K – – –
CG
249
Cutler Group
California
$363K -$404K -6,172 -53%
FBFS
250
First Business Financial Services
Wisconsin
$345K – – –
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