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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$894M
4
CA
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Winfield Associates
Ohio
$14K – – –
DBT
377
Dubuque Bank & Trust
Iowa
$13K +$3.56K +49 +38%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$11K -$11K -150 -50%
FWM
379
Focused Wealth Management
New York
$11K – – –
FAM
380
Fred Alger Management
New York
$6K -$4.56K -60 -43%
EWM
381
Evercore Wealth Management
New York
$6K -$2.85K -39 -32%
Bessemer Group
382
Bessemer Group
New Jersey
$6K – – –
DAM
383
Delta Asset Management
Tennessee
$6K – – –
VCM
384
Versant Capital Management
Arizona
$5K – – –
TFO
385
Tarbox Family Office
California
$5K – – –
OFW
386
Omnia Family Wealth
Florida
$5K – – –
WEC
387
Winslow Evans & Crocker
Massachusetts
$3.03K – – –
CFD
388
Creative Financial Designs
Indiana
$3K – – –
TSW
389
Thompson Siegel & Walmsley
Virginia
$3K – – –
WTC
390
WhitTier Trust Company
Nevada
$3K +$3K +39 New
KF
391
Krilogy Financial
Missouri
$1K – – –
BWM
392
Baystate Wealth Management
Massachusetts
$1K – – –
CFG
393
Citizens Financial Group
Rhode Island
$1K – – –
Walleye Trading
394
Walleye Trading
New York
$173 +$173 +2,279 New
CA
395
Cortland Advisers
Delaware
– -$51.6M -702,660 Closed
QC
396
Quadrature Capital
United Kingdom
– -$24.4M -332,358 Closed
SI
397
Sentry Investments
Ontario, Canada
– -$23.4M -245,600 Closed
FRAF
398
Första AP-fonden
Sweden
– -$13.5M -184,571 Closed
SO
399
STRS Ohio
Ohio
– -$4.71M -64,250 Closed
WBC
400
Westpac Banking Corp
Australia
– -$4.35M -45,715 Closed
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