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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
AQR Capital Management
Connecticut
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HRC
376
Hoertkorn Richard Charles
$32K – – –
LIA
377
LS Investment Advisors
Michigan
$31K – – –
PCP
378
Proficio Capital Partners
Massachusetts
$31K +$2.11K +26 +7%
FANJ
379
Financial Architects (New Jersey)
New Jersey
$31K +$2.82K +35 +10%
LWA
380
Lenox Wealth Advisors
New York
$31K +$31K +388 New
C
381
Cerebellum
California
$31K +$31K +392 New
WT
382
Whittier Trust
California
$30K – – –
MSA
383
Marino Stram & Associates
Massachusetts
$27K +$27K +338 New
CCM
384
Covington Capital Management
California
$26K – – –
AF
385
Advisornet Financial
Minnesota
$25K +$25K +315 New
DCM
386
Delpha Capital Management
New York
$25K +$25K +315 New
MIP
387
Mondrian Investment Partners
United Kingdom
$24K +$102 +1 +0.4%
TC
388
Telemus Capital
Michigan
$24K +$24K +300 New
DSI
389
Daiwa SB Investments
Japan
$22K +$1.57K +20 +8%
CPIG
390
Chicago Partners Investment Group
Illinois
$21K -$16.6K -205 -44%
SFG
391
SevenBridge Financial Group
Pennsylvania
$21K – – –
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +237 New
FCFS
393
First Command Financial Services
Texas
$18K – – –
FCB
394
First Command Bank
Texas
$18K – – –
SBL
395
Sargent Bickham Lagudis
Colorado
$17K – – –
LF
396
Lee Financial
Texas
$16K – – –
WA
397
Winfield Associates
Ohio
$16K – – –
SWP
398
Stratos Wealth Partners
Ohio
$16K +$16K +197 New
MBT
399
Monroe Bank & Trust
Michigan
$16K +$16K +200 New
DBT
400
Dubuque Bank & Trust
Iowa
$15K – – –
14 15
16
17 18