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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
276
Dorsey & Whitney Trust
South Dakota
$372K – – –
BCM
277
Brookstone Capital Management
Illinois
$372K +$80 +1 +0%
EVM
278
Eaton Vance Management
Massachusetts
$360K – – –
RP
279
Rowlandmiller & Partners
Georgia
$358K – – –
CCMG
280
Clark Capital Management Group
Pennsylvania
$358K +$135K +1,688 +61%
SMC
281
Smith, Moore & Co
Missouri
$356K -$8.57K -107 -2%
CBU
282
CIBC Bank USA
Illinois
$352K – – –
KFC
283
Klingenstein Fields & Co
New York
$349K – – –
AFC
284
AFT Forsyth & Company
Florida
$349K +$349K +4,361 New
TU
285
TDAM USA
Ontario, Canada
$323K -$24.1K -300 -7%
HPC
286
HM Payson & Co
Maine
$320K – – –
BCM
287
Boltwood Capital Management
California
$320K – – –
GAM
288
Gotham Asset Management
New York
$317K +$13.1K +163 +4%
FMBTD
289
First Midwest Bank Trust Division
Illinois
$311K +$22.2K +278 +8%
NSIM
290
North Star Investment Management
Illinois
$304K – – –
1WA
291
180 Wealth Advisors
Washington
$299K +$299K +3,741 New
AAM
292
American Asset Management
Florida
$293K +$24K +300 +9%
MJP
293
Michael J. Puzo
$280K – – –
DHFB
294
Dixon Hubard Feinour & Brown
Virginia
$279K – – –
NPPM
295
North Point Portfolio Managers
Ohio
$272K – – –
AP
296
Advisor Partners
California
$271K +$30.3K +363 +13%
RJT
297
Raymond James Trust
Florida
$266K +$22.5K +282 +9%
PG
298
Patten Group
Tennessee
$264K – – –
NB
299
Nicolet Bankshares
Wisconsin
$261K – – –
KAM
300
Kassirer Asset Management
Ontario, Canada
$259K – – –
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