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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
TU
251
TDAM USA
Ontario, Canada
$285K -$23.1K -412 -8%
RHBC
252
R.H. Bluestein & Co
Michigan
$282K – – –
NPPM
253
North Point Portfolio Managers
Ohio
$282K – – –
FRM
254
Fox Run Management
Connecticut
$282K +$282K +5,000 New
KFC
255
Klingenstein Fields & Co
New York
$281K +$28.2K +500 +11%
OWD
256
Osborn Williams & Donohoe
Ohio
$277K – – –
ONB
257
Old National Bancorp
Indiana
$274K +$274K +4,863 New
NPC
258
National Planning Corporation
California
$271K +$24.3K +454 +10%
DFIM
259
Detwiler Fenton Investment Management
Massachusetts
$271K +$271K +4,798 New
Prudential Financial
260
Prudential Financial
New Jersey
$269K – – –
LTFS
261
Ladenburg Thalmann Financial Services
Florida
$255K +$12.6K +223 +5%
SC
262
Savant Capital
Illinois
$247K +$14.4K +255 +6%
NERM
263
New England Research & Management
Illinois
$244K – – –
FAAS
264
First Allied Advisory Services
California
$234K -$25.6K -453 -10%
MPI
265
Mairs & Power Inc
Minnesota
$230K -$39.5K -700 -15%
LPT
266
Legacy Private Trust
Wisconsin
$229K +$229K +4,052 New
CF
267
CenterStar Fund
Illinois
$219K -$108K – –
FMBTD
268
First Midwest Bank Trust Division
Illinois
$214K -$2.83K -50 -1%
VanEck Associates
269
VanEck Associates
New York
$213K -$27.5K -487 -11%
WA
270
WFG Advisors
Texas
$212K -$11.3K -200 -5%
MIC
271
MU Investments Company
Japan
$207K -$26.8K -470 -11%
HJA
272
Hugh Johnson Advisors
New York
$207K -$13.9K -246 -6%
NB
273
Nicolet Bankshares
Wisconsin
$207K +$207K +3,863 New
ACP
274
Aviance Capital Partners
Florida
$201K +$201K +3,567 New
MJP
275
Michael J. Puzo
$197K +$197K +3,500 New
9 10
11
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