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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 %
RFM
426
Royal Fund Management
Florida
$1K +$1K +21 New
Walleye Trading
427
Walleye Trading
New York
$609 +$427 +5,332 +234%
PCG
428
Private Capital Group
Connecticut
$20 +$20 +252 New
ETC
429
Evercore Trust Company
New York
– -$109M -1,440,880 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
430
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$11.3M -150,200 Closed
Credit Agricole
431
Credit Agricole
France
– -$9.75M -128,787 Closed
Millennium Management
432
Millennium Management
New York
– -$9.14M -120,750 Closed
NFA
433
Nationwide Fund Advisors
Ohio
– -$6.81M -89,877 Closed
Two Sigma Investments
434
Two Sigma Investments
New York
– -$3.88M -51,265 Closed
GWM
435
Graybill Wealth Management
Illinois
– -$2.35M -31,085 Closed
JG
436
Jefferies Group
New York
– -$1.66M -27,219 Closed
ZIG
437
Zurich Insurance Group
Switzerland
– -$1.08M -14,300 Closed
B
438
Barings
North Carolina
– -$1.08M -14,300 Closed
BB
439
Busey Bank
Illinois
– -$1.01M -13,276 Closed
SSA
440
Schonfeld Strategic Advisors
New York
– -$643K -8,484 Closed
AIG
441
American International Group
New York
– -$575K -7,598 Closed
LCM
442
Landscape Capital Management
New Jersey
– -$548K -7,233 Closed
PJSIMP
443
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$437K -5,773 Closed
SIA
444
Starfire Investment Advisers
Michigan
– -$264K -3,500 Closed
PHS
445
Pekin Hardy Strauss
Illinois
– -$222K -2,933 Closed
SCA
446
Stonebridge Capital Advisors
Minnesota
– -$209K -2,760 Closed
FAAS
447
First Allied Advisory Services
California
– -$209K -2,759 Closed
SI
448
SII Investments
Wisconsin
– -$201K -2,646 Closed
ZB
449
Zions Bancorporation
Utah
– -$176K -2,329 Closed
NAMA
450
Nikko Asset Management Americas
New York
– -$129K -1,700 Closed
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