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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
276
Nicolet Bankshares
Wisconsin
$234K – – –
TNBTD
277
Trustmark National Bank Trust Department
Mississippi
$233K +$233K +3,833 New
FMBTD
278
First Midwest Bank Trust Division
Illinois
$230K – – –
DHFB
279
Dixon Hubard Feinour & Brown
Virginia
$227K +$227K +3,488 New
PAG
280
Private Advisor Group
New Jersey
$225K +$225K +3,783 New
PG
281
Patten Group
Tennessee
$225K +$27K +445 +14%
VanEck Associates
282
VanEck Associates
New York
$222K -$6.68K -110 -3%
WA
283
WFG Advisors
Texas
$222K -$6.08K -100 -3%
MIC
284
MU Investments Company
Japan
$221K – – –
SI
285
SII Investments
Wisconsin
$221K +$221K +3,628 New
MJP
286
Michael J. Puzo
$212K – – –
BBHC
287
Brown Brothers Harriman & Co
New York
$187K – – –
GWM
288
Geneos Wealth Management
Colorado
$185K +$185K +3,057 New
CCA
289
Checchi Capital Advisers
California
$173K +$173K +2,847 New
HI
290
Hudock Inc
Pennsylvania
$159K -$8.48K -140 -5%
PAM
291
Panagora Asset Management
Massachusetts
$136K – – –
SSB
292
Sandy Spring Bank
Maryland
$135K -$24.3K -400 -15%
Twin Tree Management
293
Twin Tree Management
Texas
$132K -$42.2K -696 -24%
WRM
294
Westport Resources Management
Connecticut
$122K -$73.1K -1,200 -37%
GWM
295
Gupta Wealth Management
California
$113K +$10K +165 +10%
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$107K – – –
WAM
297
Wealthspire Advisors (Maryland)
Maryland
$82K -$46.3K -764 -36%
FHA
298
First Horizon Advisors
Tennessee
$80K +$24.8K +401 +45%
TWA
299
TCI Wealth Advisors
Arizona
$76K – – –
ZB
300
Zions Bancorporation
Utah
$75K +$29K +455 +63%
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