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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$46.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$33.2M
5
IIM
Intact Investment Management
Quebec, Canada
+$32.2M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$65.7M
2
Goldman Sachs
Goldman Sachs
New York
-$56.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$51M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
351
SEI Investments
Pennsylvania
$15K -$34.9K -540 -70%
IWC
352
Integrated Wealth Counsel
California
$15K +$15K +232 New
WC
353
Whitnell & Co
Illinois
$13K – – –
LWA
354
Lenox Wealth Advisors
New York
$13K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$13K +$197 +3 +2%
TCCM
356
Timber Creek Capital Management
Massachusetts
$11K +$11K +175 New
FWM
357
Focused Wealth Management
New York
$10K – – –
WOC
358
West Oak Capital
California
$9.84K +$9.84K +150 New
WA
359
Winfield Associates
Ohio
$9K -$643 -10 -7%
DSI
360
Daiwa SB Investments
Japan
$8K +$8K +120 New
FANJ
361
Financial Architects (New Jersey)
New Jersey
$7K – – –
JIC
362
Joel Isaacson & Co
New York
$7K – – –
AIM
363
Acrospire Investment Management
Illinois
$7K +$7K +100 New
DBT
364
Dubuque Bank & Trust
Iowa
$6K – – –
WP
365
WealthPLAN Partners
Nebraska
$5.66K -$5.54K -87 -49%
VFA
366
Virtus Fund Advisers
Connecticut
$5K – – –
RWG
367
Regal Wealth Group
California
$5K – – –
VCM
368
Versant Capital Management
Arizona
$4K -$105 -2 -3%
First Manhattan
369
First Manhattan
New York
$4K – – –
TFO
370
Tarbox Family Office
California
$4K – – –
FIB
371
First Interstate Bank
Montana
$4K +$2K +30 +100%
SIM
372
Sonora Investment Management
Arizona
$3.28K – – –
EWM
373
Evercore Wealth Management
New York
$3K -$8.92K -116 -75%
FNBT
374
FineMark National Bank & Trust
Florida
$2K – – –
CFG
375
Citizens Financial Group
Rhode Island
$1K – – –
13 14
15
16 17