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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
326
Davidson Investment Advisors
Montana
$25K – – –
QCG
327
Quadrant Capital Group
Ohio
$25K +$13K +251 +109%
HRC
328
Hoertkorn Richard Charles
$24K – – –
SF
329
Synovus Financial
Georgia
$23K – – –
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$10.7K +172 +86%
AssetMark Inc
331
AssetMark Inc
California
$22K +$15.2K +250 +221%
QAM
332
QCI Asset Management
New York
$21K – – –
PSUF
333
People's United Financial
Connecticut
$20K – – –
LIA
334
LS Investment Advisors
Michigan
$20K – – –
NFG
335
Next Financial Group
Texas
$20K – – –
HR
336
Howe & Rusling
New York
$17K +$17K +281 New
Walleye Trading
337
Walleye Trading
New York
$16K +$16K +269 New
IWM
338
Integrated Wealth Management
California
$14K – – –
TRCT
339
Tower Research Capital (TRC)
New York
$12K -$391K -4,851 -97%
LWA
340
Lenox Wealth Advisors
New York
$12K – – –
MBT
341
Monroe Bank & Trust
Michigan
$12K – – –
WC
342
Whitnell & Co
Illinois
$12K +$4.1K +67 +52%
Group One Trading
343
Group One Trading
Illinois
$12K +$5.13K +85 +75%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$12K +$6.03K +98 +101%
EWM
345
Evercore Wealth Management
New York
$9K – – –
FWM
346
Focused Wealth Management
New York
$9K – – –
PCP
347
Proficio Capital Partners
Massachusetts
$9K +$1.66K +28 +23%
SEI Investments
348
SEI Investments
Pennsylvania
$9K +$9K +150 New
WA
349
Winfield Associates
Ohio
$8K +$8K +140 New
VIA
350
Vident Investment Advisory
Georgia
$6.03K +$6.03K +99,474 New
12 13
14
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