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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
Franklin Resources
California
$338M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
376
Advisory Services Network
Georgia
$1K – – –
KF
377
Krilogy Financial
Missouri
$1K – – –
LWA
378
Lowe Wealth Advisors
Maryland
$1K +$1K +18 New
AT
379
Arden Trust
Delaware
$697 +$93 +1,472 +15%
Mawer Investment Management
380
Mawer Investment Management
Alberta, Canada
– -$143M -2,360,830 Closed
Millennium Management
381
Millennium Management
New York
– -$8.63M -142,256 Closed
NIA
382
Northstar Investment Advisors
Colorado
– -$6.04M -99,567 Closed
SG Americas Securities
383
SG Americas Securities
New York
– -$6.34M -80,598 Closed
Two Sigma Investments
384
Two Sigma Investments
New York
– -$4.65M -76,551 Closed
QC
385
Quadrature Capital
United Kingdom
– -$3.49M -57,600 Closed
MSV
386
MN Services Vermogensbeheer
Netherlands
– -$858K -16,033 Closed
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
– -$943K -15,541 Closed
Cambridge Investment Research Advisors
388
Cambridge Investment Research Advisors
Iowa
– -$679K -11,192 Closed
RCA
389
Rowland Carmichael Advisors
Arizona
– -$616K -10,146 Closed
CI
390
Capital International
California
– -$573K -9,400 Closed
HFS
391
HL Financial Services
Kentucky
– -$474K -7,810 Closed
QT
392
Quantbot Technologies
New York
– -$442K -7,291 Closed
AL
393
Airain Ltd
Guernsey
– -$418K -6,881 Closed
GCA
394
Gideon Capital Advisors
New York
– -$409K -6,736 Closed
Handelsbanken Fonder
395
Handelsbanken Fonder
Sweden
– -$360K -5,900 Closed
AIG
396
American International Group
New York
– -$326K -5,367 Closed
PAM
397
Princeton Alpha Management
New Jersey
– -$305K -5,019 Closed
ICOA
398
Investment Centers of America
North Dakota
– -$287K -4,712 Closed
ST
399
Spot Trading
Illinois
– -$274K -4,515 Closed
NERM
400
New England Research & Management
Illinois
– -$247K -4,075 Closed
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