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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
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
401
Rothschild & Co Asset Management US
Connecticut
– -$2.9M -30,448 Closed
HI
402
HBK Investments
Texas
– -$1.69M -22,940 Closed
BA
403
Boston Advisors
Massachusetts
– -$1.08M -14,711 Closed
Squarepoint
404
Squarepoint
New York
– -$878K -11,954 Closed
OWP
405
Obermeyer Wealth Partners
Colorado
– -$700K -9,530 Closed
PAS
406
Partnervest Advisory Services
California
– -$383K -5,219 Closed
CCIA
407
Campbell & Co Investment Adviser
Maryland
– -$307K -4,176 Closed
NPC
408
National Planning Corporation
California
– -$283K -3,835 Closed
VOYA Investment Management
409
VOYA Investment Management
Georgia
– -$252K -3,443 Closed
CG
410
Cutler Group
California
– -$238K -3,252 Closed
MC
411
Miles Capital
Iowa
– -$235K -3,200 Closed
Twin Tree Management
412
Twin Tree Management
Texas
– -$212K -2,888 Closed
CCA
413
Checchi Capital Advisers
California
– -$210K -2,856 Closed
FTIOP
414
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$217K -2,650 Closed
ST
415
Spot Trading
Illinois
– -$128K -1,744 Closed
MBI
416
Montrusco Bolton Investments
Quebec, Canada
– -$125K -1,700 Closed
Parallax Volatility Advisers
417
Parallax Volatility Advisers
California
– -$50K -680 Closed
DADC
418
D.A. Davidson & Co
Montana
– -$43K -595 Closed
DIA
419
Davidson Investment Advisors
Montana
– -$31K -426 Closed
WTB
420
Washington Trust Bank
Washington
– -$26K -350 Closed
PSUF
421
People's United Financial
Connecticut
– -$20K -277 Closed
WOC
422
West Oak Capital
California
– -$14.7K -200 Closed
MBT
423
Monroe Bank & Trust
Michigan
– -$15K -200 Closed
LWA
424
Lenox Wealth Advisors
New York
– -$15K -200 Closed
JCM
425
Jacobi Capital Management
Pennsylvania
– -$11K -150 Closed
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