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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
301
Sargent Bickham Lagudis
Colorado
$74K +$74K +1,226 New
IP
302
Isthmus Partners
Wisconsin
$73K – – –
ST
303
Smithfield Trust
Pennsylvania
$72K – – –
LOT
304
Lombard Odier Transatlantic
Quebec, Canada
$67K – – –
SWA
305
Sutton Wealth Advisors
Florida
$66.9K +$66.9K +1,102 New
DSC
306
Duncker Streett & Co
Missouri
$62K – – –
KPCM
307
Kings Point Capital Management
New York
$62K – – –
S
308
SignatureFD
Georgia
$62K +$8.87K +145 +17%
ClearBridge Investments
309
ClearBridge Investments
New York
$61K -$3.29K -54 -5%
CTC
310
Central Trust Company
Missouri
$59K -$6.15K -100 -9%
RIM
311
Ranger International Management
Illinois
$59K – – –
WAS
312
Winch Advisory Services
Wisconsin
$59K – – –
BBPWM
313
Blue Bell Private Wealth Management
Pennsylvania
$58K – – –
WTB
314
Washington Trust Bank
Washington
$51K +$23.4K +385 +85%
LNB
315
Ledyard National Bank
$49K – – –
CPA
316
Cowen Prime Advisors
New York
$46K – – –
HNB
317
Huntington National Bank
Ohio
$40K -$116K -1,921 -74%
GT
318
Glenmede Trust
Pennsylvania
$34K -$3.31K -56 -9%
FAM
319
Fred Alger Management
New York
$34K +$10.8K +179 +47%
TCM
320
Tradewinds Capital Management
Washington
$33K – – –
MIP
321
Mondrian Investment Partners
United Kingdom
$32K +$235 +3 +0.7%
PR
322
Payden & Rygel
California
$30K – – –
AIM
323
Advantage Investment Management
Iowa
$30K – – –
IA
324
IFP Advisors
Florida
$27K -$48.1K -648 -64%
MWP
325
MYCIO Wealth Partners
Pennsylvania
$27K +$3K +50 +13%
11 12
13
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