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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
251
Private Advisor Group
New Jersey
$408K +$38.4K +502 +10%
CGA
252
Crescent Grove Advisors
Illinois
$401K -$13.6K -180 -3%
OC
253
Oarsman Capital
Wisconsin
$399K -$77K -1,018 -16%
FBFS
254
First Business Financial Services
Wisconsin
$399K – – –
PAM
255
Premier Asset Management
Illinois
$395K -$24.6K -325 -6%
RHBC
256
R.H. Bluestein & Co
Michigan
$379K – – –
LC
257
Landaas & Company
Wisconsin
$378K +$378K +4,989 New
Nomura Asset Management
258
Nomura Asset Management
Japan
$378K +$378K +5,000 New
TCOV
259
Trust Company of Vermont
Vermont
$374K – – –
OWD
260
Osborn Williams & Donohoe
Ohio
$371K – – –
Prudential Financial
261
Prudential Financial
New Jersey
$361K – – –
ONB
262
Old National Bancorp
Indiana
$358K -$76 -1 -0%
DWT
263
Dorsey & Whitney Trust
South Dakota
$353K – – –
BCM
264
Brookstone Capital Management
Illinois
$352K +$352K +4,654 New
SMC
265
Smith, Moore & Co
Missouri
$345K +$39.4K +520 +13%
EVM
266
Eaton Vance Management
Massachusetts
$341K – – –
RP
267
Rowlandmiller & Partners
Georgia
$340K – – –
CBU
268
CIBC Bank USA
Illinois
$333K – – –
KFC
269
Klingenstein Fields & Co
New York
$330K – – –
TU
270
TDAM USA
Ontario, Canada
$326K – – –
HPC
271
HM Payson & Co
Maine
$303K -$28.4K -375 -9%
BCM
272
Boltwood Capital Management
California
$302K – – –
NSIM
273
North Star Investment Management
Illinois
$287K -$222K -2,930 -44%
GAM
274
Gotham Asset Management
New York
$287K +$8.17K +108 +3%
Verition Fund Management
275
Verition Fund Management
Connecticut
$286K +$286K +3,773 New
9 10
11
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