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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Advisor Group
Arizona
$704K +$30.3K +413 +5%
OWP
227
Obermeyer Wealth Partners
Colorado
$700K +$54K +735 +8%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$697K -$20.8K -283 -3%
SGI
229
Summit Global Investments
Utah
$684K +$684K +9,320 New
Creative Planning
230
Creative Planning
Kansas
$680K +$44.1K +601 +7%
BOH
231
Bank of Hawaii
Hawaii
$644K -$7.28K -99 -1%
SWM
232
SVA Wealth Management
Wisconsin
$635K +$134K +1,823 +27%
DIA
233
Dana Investment Advisors
Wisconsin
$581K +$106K +1,442 +22%
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$573K -$6.1K -83 -1%
ABC
235
Associated Banc-Corp
Wisconsin
$567K -$1.77K -24 -0.3%
Geode Capital Management
236
Geode Capital Management
Massachusetts
$560K +$15.8K +215 +3%
AIG
237
American International Group
New York
$558K +$558K +7,598 New
ST
238
Smithfield Trust
Pennsylvania
$557K – – –
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$528K +$6.54K +89 +1%
NL
240
NWAM LLC
Washington
$518K +$11.2K +153 +2%
JIC
241
Johnson Investment Counsel
Ohio
$507K -$11K -150 -2%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$504K – – –
NSIM
243
North Star Investment Management
Illinois
$494K – – –
BFEC
244
Benjamin F. Edwards & Company
Missouri
$494K – – –
OC
245
Oarsman Capital
Wisconsin
$462K -$19.8K -270 -4%
JWM
246
Jacobus Wealth Management
Wisconsin
$462K – – –
JAM
247
JCIC Asset Management
Ontario, Canada
$459K – – –
SBH
248
Segall Bryant & Hamill
Illinois
$449K +$7.35K +100 +2%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K – – –
TIM
250
Thompson Investment Management
Wisconsin
$424K +$6.62K +90 +2%
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10
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