BMO icon

Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
326
Blue Bell Private Wealth Management
Pennsylvania
$63K – – –
MIC
327
MU Investments Company
Japan
$61K -$65.6K -1,000 -52%
AssetMark Inc
328
AssetMark Inc
California
$55K -$7.27K -111 -12%
GT
329
Glenmede Trust
Pennsylvania
$55K – – –
LNB
330
Ledyard National Bank
$52K – – –
CPA
331
Cowen Prime Advisors
New York
$49K – – –
ZB
332
Zions Bancorporation
Utah
$46K +$13.9K +213 +43%
CTC
333
Central Trust Company
Missouri
$44K -$19K -290 -30%
FAM
334
Fred Alger Management
New York
$43K -$1.92K -29 -4%
EWM
335
Endurance Wealth Management
Rhode Island
$38K – – –
TCM
336
Tradewinds Capital Management
Washington
$35K – – –
AIM
337
Advantage Investment Management
Iowa
$34K +$1.5K +23 +5%
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$392 -6 -1%
QCG
339
Quadrant Capital Group
Ohio
$28K – – –
NFG
340
Next Financial Group
Texas
$28K +$6.61K +102 +31%
DADC
341
D.A. Davidson & Co
Montana
$27K -$590K -9,310 -96%
DIA
342
Davidson Investment Advisors
Montana
$27K – – –
MWP
343
MYCIO Wealth Partners
Pennsylvania
$26K -$7.22K -111 -22%
HRC
344
Hoertkorn Richard Charles
$26K – – –
SF
345
Synovus Financial
Georgia
$25K – – –
LIA
346
LS Investment Advisors
Michigan
$24K – – –
PSUF
347
People's United Financial
Connecticut
$22K – – –
CHP
348
Cable Hill Partners
Oregon
$22K +$22K +346 New
SFG
349
SevenBridge Financial Group
Pennsylvania
$21K – – –
PCP
350
Proficio Capital Partners
Massachusetts
$18K – – –
12 13
14
15 16