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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Panagora Asset Management
Massachusetts
$168K – – –
WA
327
WFG Advisors
Texas
$161K -$86.1K -1,150 -35%
IWM
328
IHT Wealth Management
Illinois
$160K +$44.7K +600 +39%
CFN
329
Cordasco Financial Network
Florida
$152K – – –
SEIA
330
Signature Estate & Investment Advisors
California
$150K +$150K +2,000 New
PA
331
Parallel Advisors
California
$145K +$6.93K +99 +5%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$137K – – –
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$121K +$121K +1,617 New
RCM
334
Riverhead Capital Management
Delaware
$120K – – –
IA
335
IFP Advisors
Florida
$108K -$2.78K -37 -3%
BlackRock
336
BlackRock
New York
$108K +$108K +1,445 New
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$107K -$181K -2,435 -63%
WB
338
Webster Bank
Connecticut
$105K – – –
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$103K +$1.72K +23 +2%
TA
340
Teachers Advisors
New York
$97K -$3.44K -46 -3%
IP
341
Isthmus Partners
Wisconsin
$93K – – –
AssetMark Inc
342
AssetMark Inc
California
$88K +$26.3K +351 +43%
CG
343
Cutler Group
California
$86K -$247K -3,309 -74%
ClearBridge Investments
344
ClearBridge Investments
New York
$85K -$521 -7 -0.6%
SWA
345
Sutton Wealth Advisors
Florida
$82.4K – – –
PWM
346
Perigon Wealth Management
California
$78K -$14.1K -190 -15%
DSC
347
Duncker Streett & Co
Missouri
$76K – – –
KPCM
348
Kings Point Capital Management
New York
$76K – – –
WAS
349
Winch Advisory Services
Wisconsin
$73K – – –
RIM
350
Ranger International Management
Illinois
$72.5K – – –
12 13
14
15 16