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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
251
Oarsman Capital
Wisconsin
$444K -$38.2K -531 -8%
SBH
252
Segall Bryant & Hamill
Illinois
$439K -$7.19K -100 -2%
1GA
253
1st Global Advisors
Texas
$435K -$7.05K -98 -2%
ONB
254
Old National Bancorp
Indiana
$431K +$9.14K +127 +2%
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$425K -$80.2K -1,114 -16%
PAM
256
Premier Asset Management
Illinois
$423K +$423K +5,894 New
PAG
257
Private Advisor Group
New Jersey
$415K +$51.4K +690 +14%
TCOV
258
Trust Company of Vermont
Vermont
$399K -$7.55K -105 -2%
JPMPWA
259
J.P. Morgan Private Wealth Advisors
California
$396K +$57K +793 +17%
FAAS
260
First Allied Advisory Services
California
$380K +$11.3K +157 +3%
FBFS
261
First Business Financial Services
Wisconsin
$379K – – –
NPC
262
National Planning Corporation
California
$378K -$12K -159 -3%
CBU
263
CIBC Bank USA
Illinois
$374K – – –
Nomura Asset Management
264
Nomura Asset Management
Japan
$362K +$362K +5,000 New
RHBC
265
R.H. Bluestein & Co
Michigan
$360K – – –
OWD
266
Osborn Williams & Donohoe
Ohio
$352K – – –
Prudential Financial
267
Prudential Financial
New Jersey
$343K – – –
VanEck Associates
268
VanEck Associates
New York
$342K +$69.2K +963 +25%
DWT
269
Dorsey & Whitney Trust
South Dakota
$337K – – –
SSA
270
Schonfeld Strategic Advisors
New York
$335K +$335K +4,651 New
EVM
271
Eaton Vance Management
Massachusetts
$324K – – –
CG
272
Cutler Group
California
$320K -$77.5K -1,081 -20%
KFC
273
Klingenstein Fields & Co
New York
$316K – – –
HPC
274
HM Payson & Co
Maine
$315K – – –
HAG
275
HighPoint Advisor Group
Illinois
$312K -$30.7K -401 -9%
9 10
11
12 13