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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
376
Dynamic Technology Lab
Singapore
– -$455K -8,417 Closed
JG
377
Jefferies Group
New York
– -$451K -8,273 Closed
HCM
378
Highbridge Capital Management
New York
– -$393K -7,200 Closed
TTWM
379
TCV Trust & Wealth Management
Virginia
– -$314K -5,750 Closed
LOAMS
380
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$273K -4,962 Closed
KIA
381
KCM Investment Advisors
California
– -$265K -4,865 Closed
PAG
382
Private Advisor Group
New Jersey
– -$244K -4,476 Closed
CR
383
Cooperatieve Rabobank
Netherlands
– -$231K -4,234 Closed
SI
384
SII Investments
Wisconsin
– -$225K -4,122 Closed
CFSG
385
Community Financial Services Group
Vermont
– -$109K -2,000 Closed
RIA
386
Regal Investment Advisors
Michigan
– -$79K -1,462 Closed
BCA
387
Bray Capital Advisors
Florida
– -$63K -1,150 Closed
PCM
388
Prelude Capital Management
New York
– -$51K -940 Closed
Parallax Volatility Advisers
389
Parallax Volatility Advisers
California
– -$35K -637 Closed
WCM
390
Windsor Capital Management
Arizona
– -$27K -500 Closed
SEC
391
Seven Eight Capital
New York
– -$16K -289 Closed
BCM
392
Brookstone Capital Management
Illinois
– -$13K -247 Closed
RPG
393
Risk Paradigm Group
Texas
– -$5.46K -100 Closed
Macquarie Group
394
Macquarie Group
Australia
– -$2K -42 Closed
HDIM
395
Hanson & Doremus Investment Management
Vermont
– -$1K -16 Closed
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