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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$147M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$108M
3
PIC
PCJ Investment Counsel
Ontario, Canada
+$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$65M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$367M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$101M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
4
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
5
AL
AJO LP
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
376
Intellectus Partners
California
$13K +$13K +175 New
TCCM
377
Timber Creek Capital Management
Massachusetts
$12K – – –
WA
378
Winfield Associates
Ohio
$12K +$2.12K +30 +21%
RWA
379
Ropes Wealth Advisors
Massachusetts
$12K +$12K +170 New
FWM
380
Focused Wealth Management
New York
$11K – – –
DSI
381
Daiwa SB Investments
Japan
$11K +$2.2K +30 +25%
PMFA
382
Plante Moran Financial Advisors
Michigan
$11K +$11K +157 New
FANJ
383
Financial Architects (New Jersey)
New Jersey
$7K – – –
JIC
384
Joel Isaacson & Co
New York
$7K – – –
BIG
385
Bellwether Investment Group
Tennessee
$7K +$7K +93 New
DBT
386
Dubuque Bank & Trust
Iowa
$6K – – –
Bessemer Group
387
Bessemer Group
New Jersey
$6K +$6K +80 New
First Manhattan
388
First Manhattan
New York
$5K – – –
VFA
389
Virtus Fund Advisers
Connecticut
$5K – – –
VCM
390
Versant Capital Management
Arizona
$5K – – –
TFO
391
Tarbox Family Office
California
$4K – – –
OFW
392
Omnia Family Wealth
Florida
$4K +$4K +61 New
SIM
393
Sonora Investment Management
Arizona
$3.6K – – –
CFD
394
Creative Financial Designs
Indiana
$3K +$3K +46 New
FNBT
395
FineMark National Bank & Trust
Florida
$2K – – –
Group One Trading
396
Group One Trading
Illinois
$2K +$2K +24 New
BTIS
397
BB&T Investment Services
North Carolina
$2K +$2K +28 New
AAP
398
Arax Advisory Partners
Colorado
$2K +$2K +29 New
CFG
399
Citizens Financial Group
Rhode Island
$1K – – –
KF
400
Krilogy Financial
Missouri
$1K – – –
14 15
16
17 18