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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$515M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$743M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
4
IIM
Intact Investment Management
Quebec, Canada
$27.7M
5
GC
Guardian Capital
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$780K +$33.4K +447 +4%
CG
227
Caprock Group
Idaho
$732K +$77.9K +1,041 +12%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$731K +$80.4K +1,075 +12%
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$715K -$8.24M -110,600 -92%
AG
230
Advisor Group
Arizona
$687K +$6.89K +92 +1%
BOH
231
Bank of Hawaii
Hawaii
$663K -$111K -1,488 -14%
WCA
232
Waratah Capital Advisors
Ontario, Canada
$659K -$1.9M -26,154 -74%
OWP
233
Obermeyer Wealth Partners
Colorado
$658K -$29.9K -400 -4%
Creative Planning
234
Creative Planning
Kansas
$648K -$42.7K -571 -6%
B
235
Barings
North Carolina
$644K +$322K +4,300 +100%
SBSB
236
Sullivan, Bruyette, Speros & Blaney
Virginia
$632K -$97.9K -1,310 -13%
PAG
237
Private Advisor Group
New Jersey
$592K +$177K +2,387 +43%
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$589K +$177K +2,372 +43%
ABC
239
Associated Banc-Corp
Wisconsin
$578K -$7.62K -102 -1%
ST
240
Smithfield Trust
Pennsylvania
$567K – – –
LOAME
241
Lombard Odier Asset Management (Europe)
United Kingdom
$556K +$556K +7,450 New
Geode Capital Management
242
Geode Capital Management
Massachusetts
$554K +$4.26K +57 +0.8%
BT
243
Beacon Trust
New Jersey
$545K – – –
TH
244
Timber Hill
Connecticut
$537K +$537K +7,186 New
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$530K +$24.2K +324 +5%
JIC
246
Johnson Investment Counsel
Ohio
$528K +$13.1K +175 +3%
GCA
247
Gideon Capital Advisors
New York
$525K +$294K +3,927 +127%
NL
248
NWAM LLC
Washington
$516K +$30.2K +403 +6%
1IA
249
1834 Investment Advisors
Wisconsin
$515K -$79.2K -1,058 -13%
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$513K -$9.05K -121 -2%
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