BMO icon

Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
326
Teachers Advisors
New York
$95K – – –
IP
327
Isthmus Partners
Wisconsin
$92K – – –
SWA
328
Sutton Wealth Advisors
Florida
$80.9K – – –
WAS
329
Winch Advisory Services
Wisconsin
$80K +$8.02K +109 +11%
ClearBridge Investments
330
ClearBridge Investments
New York
$73K -$10.4K -143 -13%
PWM
331
Perigon Wealth Management
California
$71K -$6.03K -82 -8%
TWA
332
TCI Wealth Advisors
Arizona
$71K – – –
DSC
333
Duncker Streett & Co
Missouri
$66K -$8.51K -116 -11%
CPIG
334
Chicago Partners Investment Group
Illinois
$62K +$62K +851 New
AssetMark Inc
335
AssetMark Inc
California
$61K -$25K -341 -29%
SSB
336
Sandy Spring Bank
Maryland
$60K – – –
LNB
337
Ledyard National Bank
$59K – – –
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$26.6K +363 +85%
CPA
339
Cowen Prime Advisors
New York
$55K – – –
SBL
340
Sargent Bickham Lagudis
Colorado
$52K +$36.6K +500 +237%
PMFA
341
Plante Moran Financial Advisors
Michigan
$51K +$31.5K +432 +161%
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
$50K -$242K -3,297 -83%
FHA
343
First Horizon Advisors
Tennessee
$48K – – –
CTC
344
Central Trust Company
Missouri
$46K -$2.92K -40 -6%
EWM
345
Endurance Wealth Management
Rhode Island
$44K – – –
DADC
346
D.A. Davidson & Co
Montana
$43K -$2.53K -35 -6%
KTC
347
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
KPCM
348
Kings Point Capital Management
New York
$38K -$36.7K -500 -49%
MIC
349
MU Investments Company
Japan
$37K -$11.1K -150 -23%
GBT
350
Grove Bank & Trust
Florida
$37K +$37K +510 New
12 13
14
15 16