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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
301
Winch Advisory Services
Wisconsin
$55K – – –
RIM
302
Ranger International Management
Illinois
$55K +$55K +970 New
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
FHA
304
First Horizon Advisors
Tennessee
$50K -$4.66K -83 -9%
S
305
SignatureFD
Georgia
$49K +$22.5K +399 +85%
LNB
306
Ledyard National Bank
$45K – – –
CPA
307
Cowen Prime Advisors
New York
$42K – – –
TA
308
Teachers Advisors
New York
$40K +$40K +705 New
ZB
309
Zions Bancorporation
Utah
$39K +$36.2K +669 +1,287%
GT
310
Glenmede Trust
Pennsylvania
$35K +$28.1K +506 +405%
EWM
311
Endurance Wealth Management
Rhode Island
$34K – – –
HCM
312
Highlander Capital Management
New Jersey
$34K – – –
MIP
313
Mondrian Investment Partners
United Kingdom
$32K +$236 +3 +0.7%
TCM
314
Tradewinds Capital Management
Washington
$30K – – –
AIM
315
Advantage Investment Management
Iowa
$28K – – –
PR
316
Payden & Rygel
California
$28K +$28K +500 New
WTB
317
Washington Trust Bank
Washington
$26K -$11.1K -195 -30%
DIA
318
Davidson Investment Advisors
Montana
$24K – – –
DVM
319
Dreman Value Management
Florida
$24K +$7.14K +125 +42%
MWP
320
MYCIO Wealth Partners
Pennsylvania
$23K +$23K +400 New
HRC
321
Hoertkorn Richard Charles
$22K – – –
FAM
322
Fred Alger Management
New York
$22K +$22K +382 New
SF
323
Synovus Financial
Georgia
$21K – – –
QAM
324
QCI Asset Management
New York
$20K – – –
PSUF
325
People's United Financial
Connecticut
$19K – – –
11 12
13
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