BMO icon

Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
376
Krilogy Financial
Missouri
$1K – – –
ASN
377
Advisory Services Network
Georgia
$1K – – –
SBL
378
Sargent Bickham Lagudis
Colorado
$125 +$27 +408 +27%
SRAIM
379
Scheer Rowlett & Associates Investment Management
Ontario, Canada
– -$47.9M -758,510 Closed
Arrowstreet Capital
380
Arrowstreet Capital
Massachusetts
– -$29.4M -465,074 Closed
VIA
381
Vident Investment Advisory
Georgia
– -$3.11M -49,227 Closed
MCM
382
Marathon Capital Management
Maryland
– -$1.32M -20,780 Closed
RCAMU
383
Rothschild & Co Asset Management US
Connecticut
– -$1.53M -18,635 Closed
CSS
384
Cubist Systematic Strategies
Connecticut
– -$957K -15,098 Closed
H
385
Hexavest
Quebec, Canada
– -$774K -12,259 Closed
VOYA Investment Management
386
VOYA Investment Management
Georgia
– -$579K -9,180 Closed
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
– -$576K -9,094 Closed
LAM
388
Lingohr Asset Management
Germany
– -$485K -7,650 Closed
NIT
389
NumerixS Investment Technologies
British Columbia, Canada
– -$437K -6,900 Closed
RhumbLine Advisers
390
RhumbLine Advisers
Massachusetts
– -$426K -6,720 Closed
WEC
391
Winslow Evans & Crocker
Massachusetts
– -$350K -5,526 Closed
Nomura Asset Management
392
Nomura Asset Management
Japan
– -$347K -5,500 Closed
Two Sigma Advisers
393
Two Sigma Advisers
New York
– -$313K -4,931 Closed
RBC
394
Ronald Blue & Co
Georgia
– -$248K -3,919 Closed
LPT
395
Legacy Private Trust
Wisconsin
– -$247K -3,902 Closed
MPI
396
Mairs & Power Inc
Minnesota
– -$226K -3,573 Closed
CCA
397
Checchi Capital Advisers
California
– -$180K -2,847 Closed
CMBA
398
C.M. Bidwell & Associates
Hawaii
– -$174K -2,745 Closed
SCM
399
Southport Capital Management
Tennessee
– -$34K -530 Closed
RI
400
Redwood Investments
Massachusetts
– -$32K -506 Closed
13 14 15
16
17