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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$538K – – –
HJA
252
Hugh Johnson Advisors
New York
$527K +$3.6K +45 +0.7%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$488K -$7.46K -93 -2%
CSS
254
Cubist Systematic Strategies
Connecticut
$488K +$488K +6,084 New
SBH
255
Segall Bryant & Hamill
Illinois
$481K -$8K -100 -2%
FBFS
256
First Business Financial Services
Wisconsin
$440K +$18.3K +228 +4%
TIM
257
Thompson Investment Management
Wisconsin
$439K -$9.99K -125 -2%
CGA
258
Crescent Grove Advisors
Illinois
$431K +$7.68K +96 +2%
GH
259
GAM Holding
Switzerland
$425K +$425K +5,300 New
OC
260
Oarsman Capital
Wisconsin
$419K -$2.8K -35 -0.7%
ABC
261
Associated Banc-Corp
Wisconsin
$414K -$138K -1,725 -25%
Nomura Asset Management
262
Nomura Asset Management
Japan
$401K – – –
RHBC
263
R.H. Bluestein & Co
Michigan
$400K – – –
LC
264
Landaas & Company
Wisconsin
$399K – – –
TCM
265
Teza Capital Management
Illinois
$393K +$393K +4,916 New
PAM
266
Premier Asset Management
Illinois
$392K -$26K -325 -6%
OWD
267
Osborn Williams & Donohoe
Ohio
$392K – – –
JIC
268
Johnson Investment Counsel
Ohio
$391K -$160K -2,000 -29%
TCOV
269
Trust Company of Vermont
Vermont
$388K -$8.01K -100 -2%
VF
270
Virtu Financial
New York
$387K -$186K -2,323 -32%
ARTA
271
A.R.T. Advisors
New York
$384K -$616K -7,700 -62%
Prudential Financial
272
Prudential Financial
New Jersey
$382K – – –
ONB
273
Old National Bancorp
Indiana
$379K – – –
QT
274
Quantbot Technologies
New York
$378K -$536K -6,711 -59%
PP
275
Paloma Partners
Connecticut
$375K -$1.93M -24,105 -84%
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