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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$108M
3
PIC
PCJ Investment Counsel
Ontario, Canada
+$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$65M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$101M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
4
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
5
AL
AJO LP
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
326
Glenmede Trust
Pennsylvania
$104K +$42.7K +600 +70%
WB
327
Webster Bank
Connecticut
$101K +$101K +1,400 New
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$97K – – –
TA
329
Teachers Advisors
New York
$97K – – –
PWM
330
Perigon Wealth Management
California
$95K -$4.07K -53 -4%
IP
331
Isthmus Partners
Wisconsin
$90K +$3.61K +50 +4%
ClearBridge Investments
332
ClearBridge Investments
New York
$83K – – –
SBL
333
Sargent Bickham Lagudis
Colorado
$80K -$57.8K -802 -42%
SWA
334
Sutton Wealth Advisors
Florida
$79.3K – – –
DSC
335
Duncker Streett & Co
Missouri
$73K – – –
KPCM
336
Kings Point Capital Management
New York
$73K – – –
RIM
337
Ranger International Management
Illinois
$70K – – –
WAS
338
Winch Advisory Services
Wisconsin
$70K – – –
TWA
339
TCI Wealth Advisors
Arizona
$69K -$21K -294 -23%
FHA
340
First Horizon Advisors
Tennessee
$65K – – –
SSB
341
Sandy Spring Bank
Maryland
$59K -$100K -1,400 -63%
AssetMark Inc
342
AssetMark Inc
California
$59K -$1.22K -17 -2%
LNB
343
Ledyard National Bank
$58K – – –
MIC
344
MU Investments Company
Japan
$54K -$13K -180 -19%
CPA
345
Cowen Prime Advisors
New York
$54K – – –
ZB
346
Zions Bancorporation
Utah
$51K +$72 +1 +0.1%
CTC
347
Central Trust Company
Missouri
$48K – – –
EWM
348
Endurance Wealth Management
Rhode Island
$43K – – –
AIM
349
Acrospire Investment Management
Illinois
$43K +$35.8K +500 +500%
KTC
350
Kistler-Tiffany Companies
Pennsylvania
$39K -$86.3K -1,215 -69%
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