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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
351
Highlander Capital Management
New Jersey
$6K -$30K -500 -83%
JIC
352
Joel Isaacson & Co
New York
$6K – – –
BC
353
Bartlett & Co
Ohio
$6K – – –
FANJ
354
Financial Architects (New Jersey)
New Jersey
$6K +$6K +100 New
DBT
355
Dubuque Bank & Trust
Iowa
$5K – – –
SIM
356
Sonora Investment Management
Arizona
$4.59K +$1.36K +21 +42%
First Manhattan
357
First Manhattan
New York
$4K – – –
VFA
358
Virtus Fund Advisers
Connecticut
$4K – – –
TFO
359
Tarbox Family Office
California
$4K – – –
VCM
360
Versant Capital Management
Arizona
$4K – – –
FFC
361
First Financial Corp
Indiana
$3K – – –
FNBT
362
FineMark National Bank & Trust
Florida
$2K – – –
FIB
363
First Interstate Bank
Montana
$2K – – –
CFG
364
Citizens Financial Group
Rhode Island
$1K – – –
ADL
365
Asset Dedication LLC
California
$1K – – –
KF
366
Krilogy Financial
Missouri
$1K – – –
ASN
367
Advisory Services Network
Georgia
$1K – – –
EWM
368
Endurance Wealth Management
Rhode Island
$36 – – –
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
– -$208M -3,680,597 Closed
TCIM
370
TIAA CREF Investment Management
New York
– -$70M -1,245,860 Closed
BKBG
371
BHF Kleinwort Benson Group
Belgium
– -$38.2M -488,895 Closed
Arrowstreet Capital
372
Arrowstreet Capital
Massachusetts
– -$18.1M -322,100 Closed
CPS
373
Counsel Portfolio Services
Ontario, Canada
– -$4.89M -86,600 Closed
CC
374
Cipher Capital
New York
– -$1.35M -23,998 Closed
NIT
375
NumerixS Investment Technologies
British Columbia, Canada
– -$1.02M -18,100 Closed
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