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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
276
National Planning Corporation
California
$283K -$60.7K -823 -18%
HJA
277
Hugh Johnson Advisors
New York
$280K +$35.6K +485 +15%
GAM
278
Gotham Asset Management
New York
$271K +$271K +3,687 New
FMBTD
279
First Midwest Bank Trust Division
Illinois
$265K -$22K -300 -8%
HAG
280
HighPoint Advisor Group
Illinois
$257K – – –
MJP
281
Michael J. Puzo
$257K – – –
DHFB
282
Dixon Hubard Feinour & Brown
Virginia
$256K – – –
LFG
283
LifePlan Financial Group
Ohio
$256K – – –
VOYA Investment Management
284
VOYA Investment Management
Georgia
$252K +$19.8K +270 +9%
NPPM
285
North Point Portfolio Managers
Ohio
$250K – – –
PG
286
Patten Group
Tennessee
$247K -$17.6K -235 -7%
AAM
287
American Asset Management
Florida
$247K +$36.7K +500 +17%
NB
288
Nicolet Bankshares
Wisconsin
$240K – – –
CB
289
Commerce Bank
Missouri
$238K – – –
KAM
290
Kassirer Asset Management
Ontario, Canada
$238K – – –
CG
291
Cutler Group
California
$238K +$154K +2,100 +182%
MC
292
Miles Capital
Iowa
$235K – – –
BNP Paribas Financial Markets
293
BNP Paribas Financial Markets
France
$232K +$113K +1,542 +95%
DDPIC
294
Deroy & Devereaux Private Investment Counsel
Michigan
$231K -$36.7K -500 -14%
GWM
295
Geneos Wealth Management
Colorado
$228K – – –
BBHC
296
Brown Brothers Harriman & Co
New York
$226K – – –
SCA
297
Stonebridge Capital Advisors
Minnesota
$225K – – –
MC
298
Moors & Cabot
Massachusetts
$225K +$14.8K +202 +7%
RJT
299
Raymond James Trust
Florida
$224K -$36.8K -500 -14%
FAAS
300
First Allied Advisory Services
California
$218K -$98.4K -1,348 -31%
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