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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
276
Prudential Financial
New Jersey
$357K – – –
DWT
277
Dorsey & Whitney Trust
South Dakota
$350K – – –
NPC
278
National Planning Corporation
California
$347K -$25.7K -345 -7%
NIT
279
NumerixS Investment Technologies
British Columbia, Canada
$344K +$112K +1,500 +48%
RP
280
Rowlandmiller & Partners
Georgia
$336K +$336K +4,476 New
EVM
281
Eaton Vance Management
Massachusetts
$336K – – –
KFC
282
Klingenstein Fields & Co
New York
$328K – – –
HPC
283
HM Payson & Co
Maine
$327K – – –
FAAS
284
First Allied Advisory Services
California
$322K -$70.7K -952 -18%
SMC
285
Smith, Moore & Co
Missouri
$302K -$8.31K -111 -3%
Parallax Volatility Advisers
286
Parallax Volatility Advisers
California
$297K +$297K +3,977 New
PHS
287
Pekin Hardy Strauss
Illinois
$294K +$29.9K +400 +11%
SI
288
SII Investments
Wisconsin
$293K -$26.9K -359 -8%
FMBTD
289
First Midwest Bank Trust Division
Illinois
$292K +$22.4K +300 +8%
PWLP
290
Prio Wealth Limited Partnership
Massachusetts
$286K -$19.9K -267 -7%
TU
291
TDAM USA
Ontario, Canada
$277K – – –
DDPIC
292
Deroy & Devereaux Private Investment Counsel
Michigan
$273K -$46.7K -624 -15%
RJT
293
Raymond James Trust
Florida
$265K -$374 -5 -0.1%
PG
294
Patten Group
Tennessee
$264K +$8.59K +115 +3%
MJP
295
Michael J. Puzo
$262K – – –
DHFB
296
Dixon Hubard Feinour & Brown
Virginia
$261K – – –
LFG
297
LifePlan Financial Group
Ohio
$261K – – –
SIA
298
Starfire Investment Advisers
Michigan
$259K +$259K +3,500 New
HAG
299
HighPoint Advisor Group
Illinois
$257K -$47.6K -637 -16%
NPPM
300
North Point Portfolio Managers
Ohio
$254K – – –
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