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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$108M
3
PIC
PCJ Investment Counsel
Ontario, Canada
+$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$65M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$101M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
4
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
5
AL
AJO LP
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMA
301
Nikko Asset Management Americas
New York
$230K – – –
MC
302
Miles Capital
Iowa
$230K +$230K +3,200 New
QI
303
QS Investors
New York
$228K -$1.98M -27,543 -90%
GWM
304
Geneos Wealth Management
Colorado
$228K -$7.73K -108 -3%
CSS
305
Cubist Systematic Strategies
Connecticut
$225K +$225K +3,135 New
GCA
306
Gideon Capital Advisors
New York
$223K -$140K -1,947 -39%
NIT
307
NumerixS Investment Technologies
British Columbia, Canada
$223K +$223K +3,100 New
BBHC
308
Brown Brothers Harriman & Co
New York
$221K – – –
MC
309
Moors & Cabot
Massachusetts
$208K -$698K -9,750 -77%
AP
310
Advisor Partners
California
$208K +$208K +2,894 New
CCA
311
Checchi Capital Advisers
California
$205K +$205K +2,850 New
RB
312
Rodgers Brothers
Pennsylvania
$202K +$202K +2,804 New
PWP
313
Private Wealth Partners
California
$201K +$201K +2,800 New
HNB
314
Huntington National Bank
Ohio
$188K -$75.2K -1,044 -29%
HI
315
Hudock Inc
Pennsylvania
$185K +$574 +8 +0.3%
TRCT
316
Tower Research Capital (TRC)
New York
$181K +$28K +390 +18%
PAM
317
Panagora Asset Management
Massachusetts
$162K – – –
CAM
318
Columbia Asset Management
Michigan
$154K +$154K +2,140 New
ACM
319
Americafirst Capital Management
California
$146K -$17.8K -248 -11%
CFN
320
Cordasco Financial Network
Florida
$146K -$170K -2,374 -54%
PA
321
Parallel Advisors
California
$142K +$142K +1,972 New
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$137K +1,850 New
RCM
323
Riverhead Capital Management
Delaware
$115K – – –
IWM
324
IHT Wealth Management
Illinois
$112K +$112K +1,550 New
IA
325
IFP Advisors
Florida
$106K +$29K +404 +38%
11 12
13
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