BMO icon

Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
301
Fiduciary Trust International of Pennsylvania
Pennsylvania
$217K +$217K +2,650 New
PHS
302
Pekin Hardy Strauss
Illinois
$215K -$73.3K -1,000 -25%
Twin Tree Management
303
Twin Tree Management
Texas
$212K +$212K +2,888 New
PWLP
304
Prio Wealth Limited Partnership
Massachusetts
$210K -$70.7K -966 -25%
CCA
305
Checchi Capital Advisers
California
$210K -$4.71K -64 -2%
PWP
306
Private Wealth Partners
California
$206K – – –
NAMA
307
Nikko Asset Management Americas
New York
$206K +$206K +2,800 New
LPT
308
Legacy Private Trust
Wisconsin
$203K – – –
PP
309
Patten & Patten
Tennessee
$200K – – –
HNB
310
Huntington National Bank
Ohio
$200K +$21.7K +294 +12%
HI
311
Hudock Inc
Pennsylvania
$190K +$659 +9 +0.3%
GT
312
Glenmede Trust
Pennsylvania
$188K – – –
PAM
313
Panagora Asset Management
Massachusetts
$165K – – –
WA
314
WFG Advisors
Texas
$147K -$11K -150 -7%
CFN
315
Cordasco Financial Network
Florida
$143K -$6.16K -84 -4%
PAMU
316
Pictet Asset Management (UK)
United Kingdom
$138K -$207K -3,094 -60%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$138K – – –
PA
318
Parallel Advisors
California
$137K -$20.1K -265 -13%
ST
319
Spot Trading
Illinois
$128K +$128K +1,744 New
MBI
320
Montrusco Bolton Investments
Quebec, Canada
$125K +$125K +1,700 New
RCM
321
Riverhead Capital Management
Delaware
$118K – – –
IA
322
IFP Advisors
Florida
$118K +$12.2K +166 +12%
ASN
323
Advisory Services Network
Georgia
$115K +$92.4K +1,260 +409%
WB
324
Webster Bank
Connecticut
$103K – – –
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$102K +$1.1K +15 +1%
11 12
13
14 15