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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$46.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$33.2M
5
IIM
Intact Investment Management
Quebec, Canada
+$32.2M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$65.7M
2
Goldman Sachs
Goldman Sachs
New York
-$56.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$51M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
251
CIBC Bank USA
Illinois
$341K -$19.7K -300 -5%
FAAS
252
First Allied Advisory Services
California
$336K -$59.6K -910 -15%
GCA
253
Gideon Capital Advisors
New York
$331K +$331K +5,041 New
RHBC
254
R.H. Bluestein & Co
Michigan
$328K – – –
NPC
255
National Planning Corporation
California
$328K +$68.8K +1,082 +27%
OWD
256
Osborn Williams & Donohoe
Ohio
$321K – – –
PAG
257
Private Advisor Group
New Jersey
$314K +$9.9K +154 +3%
SEC
258
Seven Eight Capital
New York
$314K +$314K +4,789 New
Prudential Financial
259
Prudential Financial
New Jersey
$313K – – –
JPMPWA
260
J.P. Morgan Private Wealth Advisors
California
$309K -$14.3K -218 -4%
ARTA
261
A.R.T. Advisors
New York
$308K -$302K -4,612 -50%
NSIM
262
North Star Investment Management
Illinois
$307K -$64.3K -979 -17%
DWT
263
Dorsey & Whitney Trust
South Dakota
$307K +$1.97K +30 +0.6%
EVM
264
Eaton Vance Management
Massachusetts
$295K – – –
HAG
265
HighPoint Advisor Group
Illinois
$290K -$3.56K -55 -1%
KFC
266
Klingenstein Fields & Co
New York
$288K +$29.9K +456 +12%
HPC
267
HM Payson & Co
Maine
$287K – – –
B
268
Barings
North Carolina
$282K – – –
Wolverine Trading
269
Wolverine Trading
Illinois
$282K +$282K +4,309 New
CFN
270
Cordasco Financial Network
Florida
$279K – – –
HJA
271
Hugh Johnson Advisors
New York
$277K +$3.74K +57 +1%
NB
272
Nicolet Bankshares
Wisconsin
$276K – – –
SC
273
Savant Capital
Illinois
$275K +$984 +15 +0.4%
SMC
274
Smith, Moore & Co
Missouri
$272K – – –
PWLP
275
Prio Wealth Limited Partnership
Massachusetts
$268K -$28.3K -433 -10%
9 10
11
12 13