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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
376
Fred Alger Management
New York
$10K -$8.49K -118 -46%
DBT
377
Dubuque Bank & Trust
Iowa
$10K +$3.46K +45 +53%
TRCT
378
Tower Research Capital (TRC)
New York
$9K -$218K -2,298 -96%
EWM
379
Evercore Wealth Management
New York
$9K -$8.85K -119 -50%
GRP
380
Global Retirement Partners
California
$6K +$6K +80 New
ZB
381
Zions Bancorporation
Utah
$5K -$13.4K -166 -73%
DAM
382
Delta Asset Management
Tennessee
$5K – – –
VCM
383
Versant Capital Management
Arizona
$5K – – –
Bessemer Group
384
Bessemer Group
New Jersey
$5K +$5K +73 New
TFO
385
Tarbox Family Office
California
$4K – – –
OFW
386
Omnia Family Wealth
Florida
$4K – – –
AAP
387
Arax Advisory Partners
Colorado
$4K +$1.68K +21 +72%
SIM
388
Sonora Investment Management
Arizona
$3.67K – – –
TSW
389
Thompson Siegel & Walmsley
Virginia
$3K – – –
CFD
390
Creative Financial Designs
Indiana
$3K – – –
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +35 New
WEC
392
Winslow Evans & Crocker
Massachusetts
$2.94K – – –
SEI Investments
393
SEI Investments
Pennsylvania
$2K -$8.58K -133 -81%
CFG
394
Citizens Financial Group
Rhode Island
$1K – – –
BWM
395
Baystate Wealth Management
Massachusetts
$1K – – –
KF
396
Krilogy Financial
Missouri
$1K – – –
IWM
397
IHT Wealth Management
Illinois
$24 +$6 +675 +31%
CCMG
398
Clark Capital Management Group
Pennsylvania
– -$25.5M -341,481 Closed
BCM
399
Barometer Capital Management
Ontario, Canada
– -$25.5M -340,803 Closed
MCM
400
McKinley Capital Management
Alaska
– -$28.9M -291,170 Closed
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