BMO icon

Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
226
Obermeyer Wealth Partners
Colorado
$661K -$151K -2,099 -19%
AG
227
Advisor Group
Arizona
$653K +$154K +2,136 +31%
GC
228
Guggenheim Capital
Illinois
$651K -$3.39M -47,211 -84%
CG
229
Caprock Group
Idaho
$629K -$345K -4,795 -35%
LNWWM
230
Laird Norton Wetherby Wealth Management
California
$625K -$16.6K -231 -3%
DADC
231
D.A. Davidson & Co
Montana
$613K +$582K +8,110 +1,904%
1IA
232
1834 Investment Advisors
Wisconsin
$571K -$220K -3,063 -28%
ABC
233
Associated Banc-Corp
Wisconsin
$564K -$148K -2,051 -21%
AIG
234
American International Group
New York
$546K – – –
ST
235
Smithfield Trust
Pennsylvania
$545K +$460K +6,396 +540%
Geode Capital Management
236
Geode Capital Management
Massachusetts
$529K +$529K +7,359 New
PAS
237
Partnervest Advisory Services
California
$519K +$519K +7,215 New
SWM
238
SVA Wealth Management
Wisconsin
$518K -$2.8K -39 -0.5%
BT
239
Beacon Trust
New Jersey
$518K – – –
Wolverine Trading
240
Wolverine Trading
Illinois
$516K +$206K +2,868 +67%
PAMU
241
Pictet Asset Management (UK)
United Kingdom
$508K -$64.5K -896 -11%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$502K +$502K +6,977 New
JIC
243
Johnson Investment Counsel
Ohio
$495K – – –
BFEC
244
Benjamin F. Edwards & Company
Missouri
$495K – – –
TIM
245
Thompson Investment Management
Wisconsin
$493K -$31K -431 -6%
LTFS
246
Ladenburg Thalmann Financial Services
Florida
$469K +$1.39K +20 +0.3%
NL
247
NWAM LLC
Washington
$467K -$8.99K -125 -2%
DIA
248
Dana Investment Advisors
Wisconsin
$465K – – –
JWM
249
Jacobus Wealth Management
Wisconsin
$452K – – –
JAM
250
JCIC Asset Management
Ontario, Canada
$449K – – –
8 9
10
11 12