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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
351
Valeo Financial Advisors
Indiana
$80K – – –
DSC
352
Duncker Streett & Co
Missouri
$72K – – –
SSB
353
Sandy Spring Bank
Maryland
$66K – – –
LNB
354
Ledyard National Bank
$64K – – –
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$63K – – –
CPA
356
Cowen Prime Advisors
New York
$60K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$57K +$12K +150 +27%
TWA
358
TCI Wealth Advisors
Arizona
$56K -$20.6K -260 -27%
CAC
359
Certified Advisory Corp
Florida
$56K +$56K +700 New
QCG
360
Quadrant Capital Group
Ohio
$52K – – –
SWM
361
SeaCrest Wealth Management
New York
$51K +$51K +634 New
TRCT
362
Tower Research Capital (TRC)
New York
$48K -$1.54M -19,480 -97%
CTC
363
Central Trust Company
Missouri
$48K -$800 -10 -2%
EWM
364
Endurance Wealth Management
Rhode Island
$48K – – –
APA
365
American Portfolios Advisors
New York
$47.6K +$47.6K +595 New
FHA
366
First Horizon Advisors
Tennessee
$47K -$5.8K -72 -11%
PAMU
367
Pictet Asset Management (UK)
United Kingdom
$42K – – –
KPCM
368
Kings Point Capital Management
New York
$41K -$19K -240 -32%
GBT
369
Grove Bank & Trust
Florida
$41K – – –
AssetMark Inc
370
AssetMark Inc
California
$40K -$29.8K -371 -43%
BCP
371
Blackhawk Capital Partners
Wisconsin
$38K +$38K +481 New
FNB
372
Farmers National Bank
Kentucky
$36K +$36K +450 New
GRP
373
Global Retirement Partners
California
$35K – – –
RFC
374
Regions Financial Corp
Alabama
$35K +$35K +432 New
AIM
375
Advantage Investment Management
Iowa
$32K -$3.36K -42 -10%
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15
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