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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
Franklin Resources
California
$338M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$4.07M +$1.04M +16,477 +35%
CAM
127
Capstone Asset Management
Texas
$3.89M -$2.46M -38,791 -39%
ACM
128
Azimuth Capital Management
Michigan
$3.77M -$2.54K -40 -0.1%
LSV Asset Management
129
LSV Asset Management
Illinois
$3.77M – – –
GC
130
Guggenheim Capital
Illinois
$3.74M -$306K -4,831 -8%
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$3.67M +$3.67M +57,811 New
RG
132
Rathbones Group
United Kingdom
$3.66M -$8.2K -130 -0.2%
MFS
133
MSI Financial Services
Massachusetts
$3.61M +$853K +13,458 +31%
FNBOMD
134
First National Bank of Mount Dora
Florida
$3.25M +$114K +1,791 +4%
USAA
135
United Services Automobile Association
Texas
$3.17M -$31.7K -500 -1%
VIA
136
Vident Investment Advisory
Georgia
$3.11M -$3.18M -50,247 -51%
EAM
137
Eagle Asset Management
Florida
$3.09M – – –
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$3.06M +$1.08M +16,973 +54%
BA
139
BKS Advisors
Michigan
$2.99M +$581K +9,168 +24%
NIPH
140
NN Investment Partners Holdings
Netherlands
$2.83M -$164K -2,588 -5%
HAI
141
Hennessy Advisors Inc
California
$2.68M – – –
RWM
142
Rench Wealth Management
Texas
$2.67M -$87.6K -1,382 -3%
DL
143
Delta Lloyd
Netherlands
$2.64M – – –
WAM
144
World Asset Management
Michigan
$2.52M +$194K +3,059 +8%
Stifel Financial
145
Stifel Financial
Missouri
$2.49M -$874K -13,794 -26%
LPL Financial
146
LPL Financial
California
$2.41M -$2.2M -34,522 -48%
OTPPB
147
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.38M -$67K -1,062 -3%
Comerica Bank
148
Comerica Bank
Texas
$2.29M -$11.3K -177 -0.5%
SLA
149
Silver Lake Advisory
Utah
$2.25M – – –
Baird Financial Group
150
Baird Financial Group
Wisconsin
$2.25M -$91.4K -1,442 -4%
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