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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
326
LS Investment Advisors
Michigan
$18K – – –
NFG
327
Next Financial Group
Texas
$18K – – –
IWM
328
Integrated Wealth Management
California
$13K – – –
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$11.3K -$179K -3,181 -94%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
MBT
331
Monroe Bank & Trust
Michigan
$11K – – –
LWA
332
Lenox Wealth Advisors
New York
$11K – – –
QCG
333
Quadrant Capital Group
Ohio
$10K +$10K +231 New
EWM
334
Evercore Wealth Management
New York
$9K -$11.3K -195 -56%
FWM
335
Focused Wealth Management
New York
$8K – – –
WC
336
Whitnell & Co
Illinois
$7K – – –
PCP
337
Proficio Capital Partners
Massachusetts
$7K +$7K +124 New
BC
338
Bartlett & Co
Ohio
$6K -$5.22K -87 -47%
JIC
339
Joel Isaacson & Co
New York
$6K – – –
CB
340
Community Bank
New York
$6K – – –
AssetMark Inc
341
AssetMark Inc
California
$6K +$6K +113 New
Group One Trading
342
Group One Trading
Illinois
$6K +$6K +114 New
DBT
343
Dubuque Bank & Trust
Iowa
$5K – – –
JFA
344
JNBA Financial Advisors
Minnesota
$5K +$5K +81 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$5K +$5K +97 New
VFA
346
Virtus Fund Advisers
Connecticut
$4K – – –
First Manhattan
347
First Manhattan
New York
$4K – – –
VCM
348
Versant Capital Management
Arizona
$4K +$4K +78 New
FFC
349
First Financial Corp
Indiana
$3K – – –
SIM
350
Sonora Investment Management
Arizona
$3K – – –
12 13
14
15 16