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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
301
Private Wealth Partners
California
$212K – – –
CCMG
302
Clark Capital Management Group
Pennsylvania
$211K +$211K +2,784 New
SCA
303
Stonebridge Capital Advisors
Minnesota
$209K -$22.7K -300 -10%
FAAS
304
First Allied Advisory Services
California
$209K -$17.1K -226 -8%
LPT
305
Legacy Private Trust
Wisconsin
$209K – – –
HNB
306
Huntington National Bank
Ohio
$209K +$3.34K +44 +2%
PP
307
Patten & Patten
Tennessee
$207K – – –
VFA
308
Voya Financial Advisors
Connecticut
$205K +$205K +2,709 New
GT
309
Glenmede Trust
Pennsylvania
$202K +$11K +146 +6%
SI
310
SII Investments
Wisconsin
$201K +$201K +2,646 New
HI
311
Hudock Inc
Pennsylvania
$196K +$603 +8 +0.3%
FCM
312
Flinton Capital Management
Pennsylvania
$186K -$12.1M -160,944 -98%
ZB
313
Zions Bancorporation
Utah
$176K +$171K +2,267 +3,656%
SEI Investments
314
SEI Investments
Pennsylvania
$174K +$171K +1,984 +6,400%
PAM
315
Panagora Asset Management
Massachusetts
$170K – – –
CFN
316
Cordasco Financial Network
Florida
$154K +$6.36K +84 +4%
TAM
317
Tyers Asset Management
Texas
$147K -$9.6M -126,456 -98%
PA
318
Parallel Advisors
California
$140K +$387 +5 +0.3%
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$134K -$7.66K -100 -5%
NAMA
320
Nikko Asset Management Americas
New York
$129K -$83.5K -1,100 -39%
RCM
321
Riverhead Capital Management
Delaware
$121K – – –
ASN
322
Advisory Services Network
Georgia
$109K -$9.94K -131 -8%
CLOS
323
Compagnie Lombard Odier SCmA
Switzerland
$109K +$83.3K +1,100 +324%
M
324
MOTCO
Texas
$108K +$108K +1,423 New
GHCM
325
Glen Harbor Capital Management
California
$107K -$6.99M -91,968 -98%
11 12
13
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