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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$894M
4
CA
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
326
Webster Bank
Connecticut
$106K – – –
NIT
327
NumerixS Investment Technologies
British Columbia, Canada
$106K +$106K +1,400 New
IA
328
IFP Advisors
Florida
$104K -$17.6K -232 -14%
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$102K -$3.17K -42 -3%
TA
330
Teachers Advisors
New York
$98K – – –
IP
331
Isthmus Partners
Wisconsin
$94K – – –
SWA
332
Sutton Wealth Advisors
Florida
$83.4K – – –
WAS
333
Winch Advisory Services
Wisconsin
$82K +$75 +1 +0.1%
PWM
334
Perigon Wealth Management
California
$76K +$3.09K +41 +4%
VFA
335
Valeo Financial Advisors
Indiana
$76K +$76K +1,000 New
ClearBridge Investments
336
ClearBridge Investments
New York
$75K – – –
TWA
337
TCI Wealth Advisors
Arizona
$73K – – –
DSC
338
Duncker Streett & Co
Missouri
$68K – – –
AssetMark Inc
339
AssetMark Inc
California
$66K +$2.73K +36 +4%
SSB
340
Sandy Spring Bank
Maryland
$62K – – –
LNB
341
Ledyard National Bank
$61K – – –
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
CPA
343
Cowen Prime Advisors
New York
$57K – – –
KPCM
344
Kings Point Capital Management
New York
$57K +$18K +240 +46%
Simplex Trading
345
Simplex Trading
Illinois
$50K +$50K +672 New
FHA
346
First Horizon Advisors
Tennessee
$49K – – –
QCG
347
Quadrant Capital Group
Ohio
$49K +$7.88K +113 +19%
CTC
348
Central Trust Company
Missouri
$46K -$1.51K -20 -3%
EWM
349
Endurance Wealth Management
Rhode Island
$45K – – –
PMFA
350
Plante Moran Financial Advisors
Michigan
$42K -$10.5K -140 -20%
12 13
14
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