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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
301
Partnervest Advisory Services
California
$258K +$258K +3,223 New
HAG
302
HighPoint Advisor Group
Illinois
$257K +$3.75K +49 +1%
CB
303
Commerce Bank
Missouri
$254K -$5.93K -74 -2%
DDPIC
304
Deroy & Devereaux Private Investment Counsel
Michigan
$252K – – –
BBHC
305
Brown Brothers Harriman & Co
New York
$246K – – –
CCA
306
Checchi Capital Advisers
California
$244K +$244K +3,051 New
LC
307
Lourd Capital
California
$242K +$242K +3,020 New
NA
308
Neuburgh Advisers
California
$239K – – –
LFA
309
Legacy Financial Advisors
Kentucky
$236K +$236K +2,959 New
GT
310
Glenmede Trust
Pennsylvania
$233K +$19.7K +247 +9%
IWM
311
IHT Wealth Management
Illinois
$231K – – –
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$230K +$115K +1,440 +100%
VFA
313
Voya Financial Advisors
Connecticut
$229K +$12K +150 +6%
LFG
314
LifePlan Financial Group
Ohio
$228K – – –
PWP
315
Private Wealth Partners
California
$224K – – –
DTL
316
Dynamic Technology Lab
Singapore
$224K +$224K +2,810 New
PAG
317
Private Advisor Group
New Jersey
$223K -$208K -2,573 -48%
BRWA
318
B. Riley Wealth Advisors
Florida
$222K +$222K +2,768 New
PWLP
319
Prio Wealth Limited Partnership
Massachusetts
$221K -$7.98K -100 -3%
LPT
320
Legacy Private Trust
Wisconsin
$221K – – –
MC
321
Moors & Cabot
Massachusetts
$220K -$17.5K -218 -7%
HNB
322
Huntington National Bank
Ohio
$219K -$1.76K -22 -0.8%
PP
323
Patten & Patten
Tennessee
$218K – – –
QI
324
QS Investors
New York
$214K -$61.6K -775 -22%
PNC
325
Park National Corp
Ohio
$209K +$209K +2,612 New
11 12
13
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