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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$398M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$202M
3
ETC
Evercore Trust Company
New York
+$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$91.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$55.6M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$143M
2
Franklin Resources
Franklin Resources
California
-$86.8M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$54.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$54.3M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
276
First Midwest Bank Trust Division
Illinois
$245K +$5.07K +80 +2%
VanEck Associates
277
VanEck Associates
New York
$242K +$10.2K +161 +4%
HNB
278
Huntington National Bank
Ohio
$235K +$193K +3,055 +461%
PG
279
Patten Group
Tennessee
$235K – – –
GA
280
Geneva Advisors
Illinois
$233K +$233K +3,673 New
MPI
281
Mairs & Power Inc
Minnesota
$226K -$19K -301 -8%
WA
282
WFG Advisors
Texas
$225K -$6.34K -100 -3%
MJP
283
Michael J. Puzo
$222K – – –
DHFB
284
Dixon Hubard Feinour & Brown
Virginia
$221K – – –
PHS
285
Pekin Hardy Strauss
Illinois
$218K +$218K +3,433 New
RCM
286
Riverhead Capital Management
Delaware
$217K -$416K -6,578 -66%
LFG
287
LifePlan Financial Group
Ohio
$217K +$217K +3,427 New
NPPM
288
North Point Portfolio Managers
Ohio
$216K -$102K -1,600 -32%
GWM
289
Geneos Wealth Management
Colorado
$209K +$14.9K +235 +8%
KAM
290
Kassirer Asset Management
Ontario, Canada
$205K +$205K +3,236 New
SCA
291
Stonebridge Capital Advisors
Minnesota
$200K +$200K +3,160 New
BBHC
292
Brown Brothers Harriman & Co
New York
$195K – – –
CCA
293
Checchi Capital Advisers
California
$180K – – –
CMBA
294
C.M. Bidwell & Associates
Hawaii
$174K +$174K +2,745 New
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$172K -$189K -3,000 -52%
Creative Planning
296
Creative Planning
Kansas
$167K -$134K -2,117 -45%
HI
297
Hudock Inc
Pennsylvania
$166K +$567 +9 +0.3%
ACM
298
Americafirst Capital Management
California
$145K +$145K +2,284 New
PAM
299
Panagora Asset Management
Massachusetts
$143K – – –
SSB
300
Sandy Spring Bank
Maryland
$141K – – –
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