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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
SVA Wealth Management
Wisconsin
$511K -$28.5K -381 -5%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$503K -$12.3K -165 -2%
NSIM
253
North Star Investment Management
Illinois
$503K +$206K +2,749 +69%
OC
254
Oarsman Capital
Wisconsin
$491K +$28.6K +382 +6%
DIA
255
Dana Investment Advisors
Wisconsin
$483K – – –
CSS
256
Cubist Systematic Strategies
Connecticut
$482K +$248K +3,314 +106%
Verition Fund Management
257
Verition Fund Management
Connecticut
$473K +$473K +6,325 New
JWM
258
Jacobus Wealth Management
Wisconsin
$470K – – –
JAM
259
JCIC Asset Management
Ontario, Canada
$466K – – –
SBH
260
Segall Bryant & Hamill
Illinois
$450K -$7.04K -94 -2%
OMC
261
Old Mission Capital
Illinois
$449K +$449K +6,000 New
PJSIMP
262
P.J. Schmidt Investment Management (PJS)
Wisconsin
$447K +$5.24K +70 +1%
JG
263
Jefferies Group
New York
$427K +$427K +6,744 New
TIM
264
Thompson Investment Management
Wisconsin
$425K -$88K -1,175 -17%
PAM
265
Premier Asset Management
Illinois
$420K -$20.6K -275 -5%
1GA
266
1st Global Advisors
Texas
$402K -$50.6K -676 -11%
FBFS
267
First Business Financial Services
Wisconsin
$394K – – –
PAS
268
Partnervest Advisory Services
California
$390K -$149K -1,998 -28%
ONB
269
Old National Bancorp
Indiana
$389K -$59.4K -793 -13%
PAMU
270
Pictet Asset Management (UK)
United Kingdom
$386K -$142K -1,900 -27%
RHBC
271
R.H. Bluestein & Co
Michigan
$374K – – –
Nomura Asset Management
272
Nomura Asset Management
Japan
$372K – – –
TCOV
273
Trust Company of Vermont
Vermont
$371K -$43.3K -580 -10%
OWD
274
Osborn Williams & Donohoe
Ohio
$367K – – –
CBU
275
CIBC Bank USA
Illinois
$362K -$26.6K -356 -7%
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