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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$58.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$51.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$148M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$120M
4
IIM
Intact Investment Management
Quebec, Canada
-$62.2M
5
GC
Guardian Capital
Ontario, Canada
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
376
People's United Financial
Connecticut
$21K -$4.02K -53 -16%
PB
377
Pinnacle Bancorp
Nebraska
$21K +$21K +279 New
SFG
378
SevenBridge Financial Group
Pennsylvania
$20K -$5.12K -67 -20%
PMFA
379
Plante Moran Financial Advisors
Michigan
$20K +$8.28K +111 +71%
AAF
380
Andra AP-fonden
Sweden
$19.9K +$3K +30,200 +18%
FAM
381
Fred Alger Management
New York
$19K -$14.4K -195 -43%
EWM
382
Evercore Wealth Management
New York
$18K – – –
ZB
383
Zions Bancorporation
Utah
$17K -$35.7K -479 -68%
FCFS
384
First Command Financial Services
Texas
$17K – – –
FCB
385
First Command Bank
Texas
$17K – – –
DSI
386
Daiwa SB Investments
Japan
$17K +$5.91K +80 +53%
SBL
387
Sargent Bickham Lagudis
Colorado
$16K -$68.2K -899 -81%
MBT
388
Monroe Bank & Trust
Michigan
$15K – – –
LF
389
Lee Financial
Texas
$15K – – –
LWA
390
Lenox Wealth Advisors
New York
$15K – – –
RWA
391
Ropes Wealth Advisors
Massachusetts
$13K – – –
WA
392
Winfield Associates
Ohio
$13K – – –
IP
393
Intellectus Partners
California
$13K – – –
SEI Investments
394
SEI Investments
Pennsylvania
$12K +$12K +164 New
FWM
395
Focused Wealth Management
New York
$11K – – –
FANJ
396
Financial Architects (New Jersey)
New Jersey
$7K – – –
WP
397
WealthPLAN Partners
Nebraska
$6.7K +$6.7K +90 New
DBT
398
Dubuque Bank & Trust
Iowa
$6K – – –
VCM
399
Versant Capital Management
Arizona
$5K – – –
OFW
400
Omnia Family Wealth
Florida
$5K – – –
14 15
16
17 18