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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
301
Sandy Spring Bank
Maryland
$146K – – –
TRCT
302
Tower Research Capital (TRC)
New York
$140K +$13.1K +200 +10%
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$116K – – –
CF
304
CenterStar Fund
Illinois
$108K -$769K – –
RCM
305
Riverhead Capital Management
Delaware
$105K -$120K -1,832 -53%
S
306
SignatureFD
Georgia
$101K +$17.7K +271 +21%
JFA
307
JNBA Financial Advisors
Minnesota
$101K +$101K +1,543 New
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
TA
309
Teachers Advisors
New York
$88K – – –
PWM
310
Perigon Wealth Management
California
$85K +$85K +1,291 New
TWA
311
TCI Wealth Advisors
Arizona
$83K – – –
ST
312
Smithfield Trust
Pennsylvania
$78K – – –
IP
313
Isthmus Partners
Wisconsin
$76K – – –
ClearBridge Investments
314
ClearBridge Investments
New York
$75K -$391 -6 -0.5%
WTB
315
Washington Trust Bank
Washington
$75K +$14.3K +220 +24%
SWA
316
Sutton Wealth Advisors
Florida
$72.3K – – –
LOT
317
Lombard Odier Transatlantic
Quebec, Canada
$72K – – –
IA
318
IFP Advisors
Florida
$70K -$3.01K -46 -4%
DSC
319
Duncker Streett & Co
Missouri
$67K – – –
KPCM
320
Kings Point Capital Management
New York
$67K – – –
IWM
321
Integrated Wealth Management
California
$66K – – –
FHA
322
First Horizon Advisors
Tennessee
$65K -$14.2K -223 -18%
RIM
323
Ranger International Management
Illinois
$64K – – –
WAS
324
Winch Advisory Services
Wisconsin
$64K – – –
Twin Tree Management
325
Twin Tree Management
Texas
$63K -$779K -11,862 -93%
11 12
13
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