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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
PAMU
352
Pictet Asset Management (UK)
United Kingdom
$40K -$117K -1,535 -74%
GBT
353
Grove Bank & Trust
Florida
$39K – – –
CPIG
354
Chicago Partners Investment Group
Illinois
$35K -$29.1K -386 -45%
HCA
355
Horan Capital Advisors
Ohio
$34K +$34K +450 New
AIM
356
Advantage Investment Management
Iowa
$33K – – –
GRP
357
Global Retirement Partners
California
$33K +$27K +357 +446%
Thrivent Financial for Lutherans
358
Thrivent Financial for Lutherans
Minnesota
$33K +$33K +439 New
HRC
359
Hoertkorn Richard Charles
$30K – – –
LIA
360
LS Investment Advisors
Michigan
$29K – – –
WT
361
Whittier Trust
California
$29K – – –
TCM
362
Tradewinds Capital Management
Washington
$28K – – –
NFG
363
Next Financial Group
Texas
$28K – – –
PCP
364
Proficio Capital Partners
Massachusetts
$27K – – –
MIC
365
MU Investments Company
Japan
$26K -$11.1K -150 -30%
FANJ
366
Financial Architects (New Jersey)
New Jersey
$26K – – –
CCM
367
Covington Capital Management
California
$24K +$24K +321 New
MIP
368
Mondrian Investment Partners
United Kingdom
$22K +$22K +235 New
First Manhattan
369
First Manhattan
New York
$22K +$22K +300 New
DSI
370
Daiwa SB Investments
Japan
$20K – – –
SFG
371
SevenBridge Financial Group
Pennsylvania
$20K – – –
FCFS
372
First Command Financial Services
Texas
$17K – – –
FCB
373
First Command Bank
Texas
$17K – – –
SBL
374
Sargent Bickham Lagudis
Colorado
$16K -$37.9K -500 -70%
LF
375
Lee Financial
Texas
$15K – – –
13 14
15
16 17