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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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
FWM
402
Focused Wealth Management
New York
$12K – – –
TCM
403
Tradewinds Capital Management
Washington
$10K -$19.2K -240 -66%
WWM
404
Wagner Wealth Management
South Carolina
$10K +$10K +126 New
PCM
405
Poehling Capital Management
Wisconsin
$10K +$10K +128 New
RPC
406
Rossmore Private Capital
Connecticut
$8K +$8K +100 New
SWMG
407
Signature Wealth Management Group
Georgia
$8K +$8K +100 New
FFG
408
Ford Financial Group
California
$8K +$8K +100 New
EARNEST Partners
409
EARNEST Partners
Georgia
$8K +$8K +100 New
EWM
410
Evercore Wealth Management
New York
$7K – – –
VCM
411
Versant Capital Management
Arizona
$6K – – –
DAM
412
Delta Asset Management
Tennessee
$6K – – –
Bessemer Group
413
Bessemer Group
New Jersey
$6K – – –
MOS
414
MGO One Seven
Ohio
$6K +$6K +74 New
WC
415
Whitnell & Co
Illinois
$6K +$6K +76 New
TFO
416
Tarbox Family Office
California
$5K – – –
OFW
417
Omnia Family Wealth
Florida
$5K – – –
SIM
418
Sonora Investment Management
Arizona
$4K +$4K +50 New
TSW
419
Thompson Siegel & Walmsley
Virginia
$4K – – –
WTC
420
WhitTier Trust Company
Nevada
$3K – – –
STA
421
Summit Trail Advisors
New York
$3K +$3K +37 New
CFG
422
Citizens Financial Group
Rhode Island
$1K – – –
BWM
423
Baystate Wealth Management
Massachusetts
$1K – – –
KF
424
Krilogy Financial
Missouri
$1K – – –
BCMIO
425
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +12 New
15 16
17
18 19