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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
351
Tarbox Family Office
California
$3K – – –
FIB
352
First Interstate Bank
Montana
$2K – – –
FNBT
353
FineMark National Bank & Trust
Florida
$2K – – –
KF
354
Krilogy Financial
Missouri
$1K -$57.3K -688 -98%
ASN
355
Advisory Services Network
Georgia
$1K -$24K -288 -96%
CFG
356
Citizens Financial Group
Rhode Island
$1K +$1K +15 New
ADL
357
Asset Dedication LLC
California
$1K +$1K +24 New
LWM
358
LBA Wealth Management
Florida
$1K +$1K +25 New
WEC
359
Winslow Evans & Crocker
Massachusetts
$566 +$566 +10 New
DIA
360
Dana Investment Advisors
Wisconsin
$322 -$5.38K -5,380 -94%
Citadel Advisors
361
Citadel Advisors
Florida
– -$11.3M -207,761 Closed
Two Sigma Investments
362
Two Sigma Investments
New York
– -$5.51M -100,964 Closed
Voloridge Investment Management
363
Voloridge Investment Management
Florida
– -$5.03M -92,265 Closed
BMCMI
364
Bryn Mawr Capital Management Inc
Pennsylvania
– -$4.4M -80,735 Closed
M
365
MOTCO
Texas
– -$2.45M -44,993 Closed
Jane Street
366
Jane Street
New York
– -$2.35M -43,155 Closed
CS
367
Candriam SCA
Luxembourg
– -$2.12M -38,952 Closed
WWM
368
Willingdon Wealth Management
North Carolina
– -$1.61M -29,526 Closed
PP
369
PDT Partners
New York
– -$1.31M -24,080 Closed
PAM
370
Premier Asset Management
Illinois
– -$801K -14,694 Closed
HS
371
HighVista Strategies
Massachusetts
– -$747K -13,690 Closed
BSWMG
372
Barrington Strategic Wealth Management Group
Illinois
– -$614K -11,259 Closed
PG
373
PEAK6 Group
Illinois
– -$574K -10,523 Closed
PAS
374
Partnervest Advisory Services
California
– -$566K -10,378 Closed
AP
375
AHL Partners
United Kingdom
– -$466K -8,542 Closed
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