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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
326
Private Trust Company
Ohio
$209K +$209K +2,621 New
WA
327
WESPAC Advisors
California
$208K +$208K +2,600 New
ASN
328
Advisory Services Network
Georgia
$204K +$89.1K +1,114 +78%
FCM
329
Flinton Capital Management
Pennsylvania
$197K – – –
IWP
330
Icon Wealth Partners
Texas
$195K +$195K +2,443 New
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$193K +$193K +2,409 New
PAM
332
Panagora Asset Management
Massachusetts
$180K – – –
HI
333
Hudock Inc
Pennsylvania
$164K -$43.6K -546 -21%
CFN
334
Cordasco Financial Network
Florida
$163K – – –
TAM
335
Tyers Asset Management
Texas
$155K – – –
PA
336
Parallel Advisors
California
$145K +$320 +4 +0.2%
RCM
337
Riverhead Capital Management
Delaware
$128K – – –
M
338
MOTCO
Texas
$114K – – –
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$28.3K -350 -20%
GHCM
340
Glen Harbor Capital Management
California
$113K – – –
WB
341
Webster Bank
Connecticut
$112K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$112K +$3.92K +49 +4%
TA
343
Teachers Advisors
New York
$104K – – –
IP
344
Isthmus Partners
Wisconsin
$100K – – –
CA
345
Calton & Associates
Florida
$99K +$99K +1,187 New
SWA
346
Sutton Wealth Advisors
Florida
$88.2K – – –
IA
347
IFP Advisors
Florida
$88K -$21.8K -272 -20%
WAS
348
Winch Advisory Services
Wisconsin
$87K +$80 +1 +0.1%
PWM
349
Perigon Wealth Management
California
$81K +$161 +2 +0.2%
ClearBridge Investments
350
ClearBridge Investments
New York
$80K – – –
12 13
14
15 16