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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
226
Ipswich Investment Management
Massachusetts
$844K – – –
CS
227
Credential Securities
$839K -$33K -412 -4%
SGI
228
Summit Global Investments
Utah
$837K – – –
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$831K +$253K +3,160 +44%
GWM
230
Geneos Wealth Management
Colorado
$815K +$569K +7,118 +232%
AG
231
Advisor Group
Arizona
$812K +$65K +812 +9%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$793K +$7.44K +93 +0.9%
Simplex Trading
233
Simplex Trading
Illinois
$752K +$698K +8,732 +1,299%
LOAME
234
Lombard Odier Asset Management (Europe)
United Kingdom
$749K – – –
BOH
235
Bank of Hawaii
Hawaii
$723K -$6.49K -81 -0.9%
JAM
236
JCIC Asset Management
Ontario, Canada
$716K +$36.8K +460 +5%
CG
237
Caprock Group
Idaho
$711K -$210K -2,563 -23%
AC
238
Addenda Capital
Quebec, Canada
$700K -$834K -10,390 -54%
CI
239
Cigna Investments
Connecticut
$694K -$46.3K -577 -6%
ST
240
Smithfield Trust
Pennsylvania
$647K – – –
MPPLM
241
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$639K +$639K +7,988 New
DIA
242
Dana Investment Advisors
Wisconsin
$633K – – –
Verition Fund Management
243
Verition Fund Management
Connecticut
$626K +$324K +4,045 +107%
MF
244
Magnetar Financial
Illinois
$608K +$608K +7,600 New
SWM
245
SVA Wealth Management
Wisconsin
$597K -$75.1K -939 -11%
CAM
246
CGOV Asset Management
Ontario, Canada
$586K -$27.7K -275 -5%
CRC
247
Curi RMB Capital
Illinois
$578K +$578K +7,219 New
BIAS
248
Beacon Investment Advisory Services
New Jersey
$576K – – –
NL
249
NWAM LLC
Washington
$562K -$2K -25 -0.4%
MWNA
250
Marshall Wace North America
New York
$546K +$546K +6,800 New
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