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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
226
Bank of Hawaii
Hawaii
$690K +$26.3K +347 +4%
JAM
227
JCIC Asset Management
Ontario, Canada
$643K +$170K +2,241 +36%
SSA
228
Schonfeld Strategic Advisors
New York
$643K +$643K +8,484 New
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$641K +$50.6K +668 +9%
SWM
230
SVA Wealth Management
Wisconsin
$636K -$18.9K -250 -3%
ST
231
Smithfield Trust
Pennsylvania
$612K +$38K +502 +7%
DIA
232
Dana Investment Advisors
Wisconsin
$599K – – –
CAM
233
CGOV Asset Management
Ontario, Canada
$576K -$238K -2,525 -29%
AIG
234
American International Group
New York
$575K – – –
LCM
235
Landscape Capital Management
New Jersey
$548K +$548K +7,233 New
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$547K +$308K +4,067 +129%
BIAS
237
Beacon Investment Advisory Services
New Jersey
$545K +$545K +7,200 New
VF
238
Virtu Financial
New York
$541K +$541K +7,157 New
NL
239
NWAM LLC
Washington
$534K – – –
BTIS
240
BB&T Investment Services
North Carolina
$526K +$217K +2,935 +70%
ABC
241
Associated Banc-Corp
Wisconsin
$523K -$61.1K -807 -10%
JIC
242
Johnson Investment Counsel
Ohio
$521K -$1.51K -20 -0.3%
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$519K – – –
BFEC
244
Benjamin F. Edwards & Company
Missouri
$509K – – –
HJA
245
Hugh Johnson Advisors
New York
$495K +$206K +2,726 +72%
JWM
246
Jacobus Wealth Management
Wisconsin
$476K – – –
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$467K -$75.6K -1,001 -14%
SBH
248
Segall Bryant & Hamill
Illinois
$463K – – –
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$437K -$15.1K -200 -3%
TIM
250
Thompson Investment Management
Wisconsin
$425K -$11.3K -150 -3%
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