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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
276
Princeton Alpha Management
New Jersey
$254K +$254K +3,878 New
FMBTD
277
First Midwest Bank Trust Division
Illinois
$253K – – –
VanEck Associates
278
VanEck Associates
New York
$249K -$1.38K -21 -0.6%
PG
279
Patten Group
Tennessee
$242K +$5.12K +80 +2%
HNB
280
Huntington National Bank
Ohio
$240K -$4.27K -65 -2%
GA
281
Geneva Advisors
Illinois
$236K -$4.79K -73 -2%
CAN
282
Cetera Advisor Networks
California
$234K +$234K +3,562 New
DHFB
283
Dixon Hubard Feinour & Brown
Virginia
$229K – – –
MJP
284
Michael J. Puzo
$229K – – –
LFG
285
LifePlan Financial Group
Ohio
$229K +$4.01K +61 +2%
NCMW
286
Northern Capital Management (Wisconsin)
Wisconsin
$226K +$226K +3,440 New
PHS
287
Pekin Hardy Strauss
Illinois
$225K – – –
NPPM
288
North Point Portfolio Managers
Ohio
$223K – – –
WA
289
WFG Advisors
Texas
$220K -$13.1K -200 -6%
GWM
290
Geneos Wealth Management
Colorado
$215K – – –
KAM
291
Kassirer Asset Management
Ontario, Canada
$212K – – –
NAMA
292
Nikko Asset Management Americas
New York
$210K – – –
CB
293
Commerce Bank
Missouri
$210K +$210K +3,207 New
SCA
294
Stonebridge Capital Advisors
Minnesota
$207K – – –
DTL
295
Dynamic Technology Lab
Singapore
$205K +$205K +3,137 New
BBHC
296
Brown Brothers Harriman & Co
New York
$202K – – –
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$202K +$22.9K +350 +13%
HI
298
Hudock Inc
Pennsylvania
$168K -$4.19K -64 -2%
ACM
299
Americafirst Capital Management
California
$150K – – –
PAM
300
Panagora Asset Management
Massachusetts
$147K – – –
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12
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