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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$108M
3
PIC
PCJ Investment Counsel
Ontario, Canada
+$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$65M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$101M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
4
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
5
AL
AJO LP
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
351
Tradewinds Capital Management
Washington
$39K – – –
QCG
352
Quadrant Capital Group
Ohio
$34K +$2.29K +37 +7%
FAM
353
Fred Alger Management
New York
$33K -$14.5K -199 -31%
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
NFG
355
Next Financial Group
Texas
$31K – – –
AIM
356
Advantage Investment Management
Iowa
$30K -$7.09K -100 -19%
DIA
357
Davidson Investment Advisors
Montana
$30K – – –
HRC
358
Hoertkorn Richard Charles
$28K – – –
SF
359
Synovus Financial
Georgia
$27K – – –
LIA
360
LS Investment Advisors
Michigan
$27K – – –
WOC
361
West Oak Capital
California
$25.2K +$14.4K +200 +133%
WTB
362
Washington Trust Bank
Washington
$25K -$57.1K -800 -70%
PSUF
363
People's United Financial
Connecticut
$24K – – –
SFG
364
SevenBridge Financial Group
Pennsylvania
$21K – – –
PCP
365
Proficio Capital Partners
Massachusetts
$20K – – –
IWC
366
Integrated Wealth Counsel
California
$17K – – –
EWM
367
Evercore Wealth Management
New York
$17K +$14.2K +201 +515%
FCFS
368
First Command Financial Services
Texas
$16K +$16K +229 New
FCB
369
First Command Bank
Texas
$16K +$16K +229 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
WC
371
Whitnell & Co
Illinois
$14K – – –
LWA
372
Lenox Wealth Advisors
New York
$14K – – –
FFW
373
Fusion Family Wealth
New York
$14K +$14K +182 New
LF
374
Lee Financial
Texas
$14K +$14K +200 New
MBT
375
Monroe Bank & Trust
Michigan
$14K +$14K +200 New
13 14
15
16 17