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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
251
Dorsey & Whitney Trust
South Dakota
$312K – – –
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$311K -$12.1K -200 -4%
VKH
253
Virtu KCG Holdings
New York
$306K +$306K +5,034 New
PAM
254
Princeton Alpha Management
New Jersey
$305K +$305K +5,019 New
RHBC
255
R.H. Bluestein & Co
Michigan
$303K – – –
NPPM
256
North Point Portfolio Managers
Ohio
$303K – – –
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$303K +$28.5K +469 +10%
OWD
258
Osborn Williams & Donohoe
Ohio
$297K – – –
Prudential Financial
259
Prudential Financial
New Jersey
$289K – – –
Creative Planning
260
Creative Planning
Kansas
$288K -$36K -593 -11%
ICOA
261
Investment Centers of America
North Dakota
$287K +$287K +4,712 New
TCOV
262
Trust Company of Vermont
Vermont
$281K -$71K -1,170 -20%
ST
263
Spot Trading
Illinois
$274K -$266K -4,384 -49%
EVM
264
Eaton Vance Management
Massachusetts
$273K -$1.11M -18,316 -80%
HPC
265
HM Payson & Co
Maine
$266K +$266K +4,375 New
SC
266
Savant Capital
Illinois
$265K – – –
TH
267
Timber Hill
Connecticut
$255K -$2.32M -38,183 -90%
KFC
268
Klingenstein Fields & Co
New York
$254K -$48.6K -800 -16%
NAMA
269
Nikko Asset Management Americas
New York
$253K +$253K +3,200 New
NPC
270
National Planning Corporation
California
$249K -$67K -1,076 -21%
NERM
271
New England Research & Management
Illinois
$247K -$15.2K -250 -6%
TI
272
Trexquant Investment
Connecticut
$242K -$1.39M -22,831 -85%
HJA
273
Hugh Johnson Advisors
New York
$238K +$14.8K +243 +7%
LPT
274
Legacy Private Trust
Wisconsin
$237K -$9.11K -150 -4%
MPI
275
Mairs & Power Inc
Minnesota
$235K -$12.1K -200 -5%
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