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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 %
HHC
401
Hutchin Hill Capital
New York
– -$8.52M -130,000 Closed
New York State Common Retirement Fund
402
New York State Common Retirement Fund
New York
– -$3.99M -60,778 Closed
MF
403
Magnetar Financial
Illinois
– -$3.12M -47,582 Closed
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
– -$2.1M -32,000 Closed
Balyasny Asset Management
405
Balyasny Asset Management
Illinois
– -$1.87M -28,512 Closed
CWM
406
Concert Wealth Management
California
– -$1.6M -24,393 Closed
HS
407
HighVista Strategies
Massachusetts
– -$1.52M -23,200 Closed
TH
408
Timber Hill
Connecticut
– -$1.29M -19,600 Closed
IRF
409
IBM Retirement Fund
New York
– -$1.19M -18,077 Closed
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
– -$974K -14,853 Closed
ACS
411
Archford Capital Strategies
Illinois
– -$875K -13,362 Closed
Natixis Advisors
412
Natixis Advisors
Massachusetts
– -$672K -10,242 Closed
LOAME
413
Lombard Odier Asset Management (Europe)
United Kingdom
– -$836K -9,724 Closed
HCM
414
Hilton Capital Management
New York
– -$567K -8,649 Closed
HCM
415
Highbridge Capital Management
New York
– -$439K -6,700 Closed
LD
416
Lipe & Dalton
New York
– -$367K -5,600 Closed
SEC
417
Seven Eight Capital
New York
– -$314K -4,789 Closed
SC
418
Savant Capital
Illinois
– -$275K -4,192 Closed
PAM
419
Princeton Alpha Management
New Jersey
– -$254K -3,878 Closed
GA
420
Geneva Advisors
Illinois
– -$236K -3,600 Closed
CAN
421
Cetera Advisor Networks
California
– -$234K -3,562 Closed
NCMW
422
Northern Capital Management (Wisconsin)
Wisconsin
– -$226K -3,440 Closed
DTL
423
Dynamic Technology Lab
Singapore
– -$205K -3,137 Closed
S
424
SignatureFD
Georgia
– -$101K -1,543 Closed
JFA
425
JNBA Financial Advisors
Minnesota
– -$101K -1,543 Closed
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17
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