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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
351
TCI Wealth Advisors
Arizona
$72K – – –
SSB
352
Sandy Spring Bank
Maryland
$62K – – –
LNB
353
Ledyard National Bank
$60K – – –
AIM
354
Acrospire Investment Management
Illinois
$60K +$15K +200 +33%
CPA
355
Cowen Prime Advisors
New York
$56K – – –
CTC
356
Central Trust Company
Missouri
$50K – – –
TCM
357
Tradewinds Capital Management
Washington
$50K +$9.4K +125 +23%
MIC
358
MU Investments Company
Japan
$49K -$7.54K -100 -13%
DADC
359
D.A. Davidson & Co
Montana
$47K -$590K -7,906 -93%
FHA
360
First Horizon Advisors
Tennessee
$45K -$25.2K -368 -36%
EWM
361
Endurance Wealth Management
Rhode Island
$45K – – –
QCG
362
Quadrant Capital Group
Ohio
$45K +$6.76K +97 +18%
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
PCP
364
Proficio Capital Partners
Massachusetts
$41K +$22.2K +322 +118%
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
DIA
366
Davidson Investment Advisors
Montana
$31K – – –
AIM
367
Advantage Investment Management
Iowa
$30K -$1.73K -23 -5%
HRC
368
Hoertkorn Richard Charles
$29K – – –
LIA
369
LS Investment Advisors
Michigan
$28K – – –
WT
370
Whittier Trust
California
$28K +$28K +379 New
NFG
371
Next Financial Group
Texas
$27K -$3.7K -52 -12%
WOC
372
West Oak Capital
California
$26.2K – – –
WTB
373
Washington Trust Bank
Washington
$26K – – –
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$24K +$9.47K +129 +65%
ASN
375
Advisory Services Network
Georgia
$23K +$23K +308 New
13 14
15
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