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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$3.63M -$40.1K -660 -1%
ACM
127
Azimuth Capital Management
Michigan
$3.61M +$330K +5,435 +10%
LSV Asset Management
128
LSV Asset Management
Illinois
$3.61M – – –
RG
129
Rathbones Group
United Kingdom
$3.54M -$9.15K -150 -0.3%
QC
130
Quadrature Capital
United Kingdom
$3.49M +$3.49M +57,600 New
Stifel Financial
131
Stifel Financial
Missouri
$3.22M -$34.8M -573,938 -92%
USAA
132
United Services Automobile Association
Texas
$3.07M +$30.3K +500 +1%
FNBOMD
133
First National Bank of Mount Dora
Florida
$3.01M +$532K +8,775 +22%
EAM
134
Eagle Asset Management
Florida
$2.96M – – –
LAM
135
Lingohr Asset Management
Germany
$2.95M -$5.36M -88,026 -64%
Jane Street
136
Jane Street
New York
$2.89M +$2.89M +47,650 New
NIPH
137
NN Investment Partners Holdings
Netherlands
$2.87M +$2.87M +47,239 New
RWM
138
Rench Wealth Management
Texas
$2.64M -$17.7K -291 -0.7%
MFS
139
MSI Financial Services
Massachusetts
$2.64M +$1.25M +20,605 +90%
HAI
140
Hennessy Advisors Inc
California
$2.56M +$2.56M +42,200 New
DL
141
Delta Lloyd
Netherlands
$2.54M -$491K -8,081 -16%
CA
142
Commerzbank Aktiengesellschaft
Germany
$2.48M +$2.16M +35,663 +682%
OTPPB
143
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.37M -$1.2M -19,705 -34%
BA
144
BKS Advisors
Michigan
$2.31M -$26.5K -437 -1%
Comerica Bank
145
Comerica Bank
Texas
$2.28M +$12K +189 +0.5%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$2.24M -$3.36M -55,361 -60%
WAM
147
World Asset Management
Michigan
$2.23M +$146K +2,411 +7%
DMIC
148
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.17M -$120K -1,972 -5%
SLA
149
Silver Lake Advisory
Utah
$2.16M +$1.04M +17,055 +92%
SWM
150
SVA Wealth Management
Wisconsin
$2.08M -$417K -6,873 -17%
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