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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
351
Advantage Investment Management
Iowa
$32K +$3.04K +42 +11%
DIA
352
Davidson Investment Advisors
Montana
$31K – – –
HRC
353
Hoertkorn Richard Charles
$29K – – –
WT
354
Whittier Trust
California
$28K – – –
LIA
355
LS Investment Advisors
Michigan
$28K +$880 +12 +3%
TCM
356
Tradewinds Capital Management
Washington
$27K -$22.2K -300 -45%
PCP
357
Proficio Capital Partners
Massachusetts
$27K -$18.1K -239 -40%
NFG
358
Next Financial Group
Texas
$26K -$1.83K -25 -7%
WTB
359
Washington Trust Bank
Washington
$26K – – –
FANJ
360
Financial Architects (New Jersey)
New Jersey
$26K +$18.6K +250 +250%
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$25K -$80.9K -1,100 -76%
QCG
362
Quadrant Capital Group
Ohio
$25K -$2.37K -56 -9%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$22K -$1.98K -27 -8%
PSUF
364
People's United Financial
Connecticut
$20K – – –
SFG
365
SevenBridge Financial Group
Pennsylvania
$19K – – –
DSI
366
Daiwa SB Investments
Japan
$19K +$2.19K +30 +13%
FCB
367
First Command Bank
Texas
$17K – – –
FCFS
368
First Command Financial Services
Texas
$17K – – –
MBT
369
Monroe Bank & Trust
Michigan
$15K – – –
LF
370
Lee Financial
Texas
$15K – – –
LWA
371
Lenox Wealth Advisors
New York
$15K – – –
WOC
372
West Oak Capital
California
$14.7K -$11K -150 -43%
WA
373
Winfield Associates
Ohio
$14K +$1.47K +20 +12%
FWM
374
Focused Wealth Management
New York
$11K – – –
JCM
375
Jacobi Capital Management
Pennsylvania
$11K +$11K +150 New
13 14
15
16 17