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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
301
Voloridge Investment Management
Florida
$251K -$1.8M -24,069 -88%
HJA
302
Hugh Johnson Advisors
New York
$249K -$1.8K -24 -0.7%
LCM
303
Laurion Capital Management
New York
$247K +$247K +3,300 New
NB
304
Nicolet Bankshares
Wisconsin
$244K -$32.1K -429 -12%
CB
305
Commerce Bank
Missouri
$243K +$2.77K +37 +1%
KAM
306
Kassirer Asset Management
Ontario, Canada
$242K – – –
ICOA
307
Investment Centers of America
North Dakota
$241K +$225 +3 +0.1%
UCFA
308
United Capital Financial Advisors
Texas
$240K +$240K +3,214 New
MC
309
Miles Capital
Iowa
$239K – – –
QI
310
QS Investors
New York
$237K – – –
VOYA Investment Management
311
VOYA Investment Management
Georgia
$236K +$236K +3,173 New
GWM
312
Geneos Wealth Management
Colorado
$232K -$5.6K -75 -2%
BBHC
313
Brown Brothers Harriman & Co
New York
$230K – – –
SCA
314
Stonebridge Capital Advisors
Minnesota
$229K -$22.5K -300 -9%
CCA
315
Checchi Capital Advisers
California
$218K +$5.23K +70 +2%
MC
316
Moors & Cabot
Massachusetts
$215K -$3.15K -42 -1%
AAM
317
American Asset Management
Florida
$214K +$214K +2,861 New
PWP
318
Private Wealth Partners
California
$209K – – –
LPT
319
Legacy Private Trust
Wisconsin
$207K +$207K +2,762 New
PP
320
Patten & Patten
Tennessee
$204K +$204K +2,729 New
RB
321
Rodgers Brothers
Pennsylvania
$202K -$7.24K -97 -3%
HI
322
Hudock Inc
Pennsylvania
$193K +$523 +7 +0.3%
GT
323
Glenmede Trust
Pennsylvania
$188K +$79.4K +1,067 +73%
HNB
324
Huntington National Bank
Ohio
$181K -$14.2K -190 -7%
TRCT
325
Tower Research Capital (TRC)
New York
$179K -$9.58K -128 -5%
11 12
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