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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
276
Patten Group
Tennessee
$184K +$13.8K +245 +8%
WRM
277
Westport Resources Management
Connecticut
$181K -$206K -3,650 -53%
BBHC
278
Brown Brothers Harriman & Co
New York
$174K – – –
Twin Tree Management
279
Twin Tree Management
Texas
$162K +$74.2K +1,315 +85%
HI
280
Hudock Inc
Pennsylvania
$155K +$224 +4 +0.1%
SSB
281
Sandy Spring Bank
Maryland
$148K -$16.9K -300 -10%
HNB
282
Huntington National Bank
Ohio
$146K +$106K +1,880 +267%
PAM
283
Panagora Asset Management
Massachusetts
$127K – – –
Simplex Trading
284
Simplex Trading
Illinois
$125K +$125K +2,218 New
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$119K +$119K +2,118 New
Manulife (Manufacturers Life Insurance)
286
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115K -$12.1K -214,313 -10%
AFP
287
Ausdal Financial Partners
Iowa
$102K +$102K +1,808 New
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$100K -$20.1K -355 -17%
GWM
289
Gupta Wealth Management
California
$96K +$6.69K +118 +7%
CCS
290
Crosspoint Capital Strategies
California
$82K +$82K +1,162 New
TWA
291
TCI Wealth Advisors
Arizona
$71K -$3.94K -70 -5%
ST
292
Smithfield Trust
Pennsylvania
$67K – – –
IP
293
Isthmus Partners
Wisconsin
$67K – – –
LOT
294
Lombard Odier Transatlantic
Quebec, Canada
$62K +$62K +1,100 New
CTC
295
Central Trust Company
Missouri
$60K -$89.2K -1,575 -60%
ClearBridge Investments
296
ClearBridge Investments
New York
$59K +$3.02K +54 +5%
DSC
297
Duncker Streett & Co
Missouri
$57K -$28.2K -502 -33%
KPCM
298
Kings Point Capital Management
New York
$57K – – –
IA
299
IFP Advisors
Florida
$57K +$57K +1,012 New
KLWA
300
Kelly Lawrence W & Associates
California
$56K +$56K +1,000 New
10 11
12
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