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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$108M
3
PIC
PCJ Investment Counsel
Ontario, Canada
+$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$65M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$101M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
4
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
5
AL
AJO LP
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
276
Barings
North Carolina
$309K – – –
DDPIC
277
Deroy & Devereaux Private Investment Counsel
Michigan
$307K -$392K -5,450 -56%
ACP
278
Aveo Capital Partners
Colorado
$307K +$307K +4,272 New
SI
279
SII Investments
Wisconsin
$306K -$128K -1,784 -29%
SMC
280
Smith, Moore & Co
Missouri
$298K – – –
PWLP
281
Prio Wealth Limited Partnership
Massachusetts
$295K – – –
TI
282
Trexquant Investment
Connecticut
$288K +$288K +4,000 New
NSIM
283
North Star Investment Management
Illinois
$286K -$50.4K -700 -15%
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$278K +$56.7K +790 +26%
TU
285
TDAM USA
Ontario, Canada
$268K -$223K -3,097 -45%
NB
286
Nicolet Bankshares
Wisconsin
$266K -$37.4K -519 -12%
PG
287
Patten Group
Tennessee
$262K -$28K -365 -10%
FMBTD
288
First Midwest Bank Trust Division
Illinois
$260K -$18.5K -257 -7%
RJT
289
Raymond James Trust
Florida
$256K +$256K +3,552 New
PHS
290
Pekin Hardy Strauss
Illinois
$254K +$7.19K +100 +3%
MJP
291
Michael J. Puzo
$252K – – –
DHFB
292
Dixon Hubard Feinour & Brown
Virginia
$251K – – –
LFG
293
LifePlan Financial Group
Ohio
$251K – – –
NPPM
294
North Point Portfolio Managers
Ohio
$245K – – –
SCA
295
Stonebridge Capital Advisors
Minnesota
$242K +$14.4K +200 +6%
HJA
296
Hugh Johnson Advisors
New York
$241K -$62.5K -869 -21%
WA
297
WFG Advisors
Texas
$237K -$3.59K -50 -1%
KAM
298
Kassirer Asset Management
Ontario, Canada
$233K – – –
ICOA
299
Investment Centers of America
North Dakota
$232K +$232K +3,213 New
CB
300
Commerce Bank
Missouri
$231K – – –
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