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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
276
1834 Investment Advisors
Wisconsin
$277K -$16.4K -216 -6%
FMBTD
277
First Midwest Bank Trust Division
Illinois
$273K – – –
MJP
278
Michael J. Puzo
$265K – – –
DHFB
279
Dixon Hubard Feinour & Brown
Virginia
$264K – – –
SIA
280
Starfire Investment Advisers
Michigan
$264K +$264K +3,500 New
QI
281
QS Investors
New York
$260K -$90.3K -1,204 -26%
NPPM
282
North Point Portfolio Managers
Ohio
$257K – – –
HAG
283
HighPoint Advisor Group
Illinois
$256K -$9.81K -127 -4%
AAM
284
American Asset Management
Florida
$254K – – –
Capital Fund Management (CFM)
285
Capital Fund Management (CFM)
France
$253K -$1.79M -23,562 -88%
PG
286
Patten Group
Tennessee
$250K – – –
NB
287
Nicolet Bankshares
Wisconsin
$247K – – –
KAM
288
Kassirer Asset Management
Ontario, Canada
$245K – – –
CB
289
Commerce Bank
Missouri
$245K – – –
DDPIC
290
Deroy & Devereaux Private Investment Counsel
Michigan
$238K – – –
BBHC
291
Brown Brothers Harriman & Co
New York
$233K – – –
GWM
292
Geneos Wealth Management
Colorado
$232K -$2.72K -36 -1%
RJT
293
Raymond James Trust
Florida
$231K – – –
LFG
294
LifePlan Financial Group
Ohio
$228K -$35.9K -475 -14%
NA
295
Neuburgh Advisers
California
$226K -$14.8M -195,432 -98%
MC
296
Moors & Cabot
Massachusetts
$224K -$8.02K -106 -3%
PHS
297
Pekin Hardy Strauss
Illinois
$222K – – –
AP
298
Advisor Partners
California
$218K +$218K +2,882 New
PWLP
299
Prio Wealth Limited Partnership
Massachusetts
$217K – – –
IWM
300
IHT Wealth Management
Illinois
$216K – – –
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