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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$4.17M -$2.41M -36,810 -37%
OTPPB
127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.09M +$1.62M +24,763 +66%
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$3.99M +$195K +2,967 +5%
USAA
129
United Services Automobile Association
Texas
$3.95M +$673K +10,271 +21%
ACM
130
Azimuth Capital Management
Michigan
$3.91M +$10.5K +160 +0.3%
LSV Asset Management
131
LSV Asset Management
Illinois
$3.9M – – –
HighTower Advisors
132
HighTower Advisors
Illinois
$3.88M -$1.94M -29,529 -33%
RG
133
Rathbones Group
United Kingdom
$3.8M +$9.29K +142 +0.2%
MFS
134
MSI Financial Services
Massachusetts
$3.73M -$721 -11 -0%
GC
135
Guggenheim Capital
Illinois
$3.69M -$178K -2,717 -5%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$3.39M +$220K +3,352 +7%
FNBOMD
137
First National Bank of Mount Dora
Florida
$3.28M -$86.3K -1,316 -3%
EAM
138
Eagle Asset Management
Florida
$3.19M – – –
MF
139
Magnetar Financial
Illinois
$3.12M +$1.77M +27,082 +132%
DL
140
Delta Lloyd
Netherlands
$3.11M +$378K +5,776 +14%
BA
141
BKS Advisors
Michigan
$3.09M -$2.69K -41 -0.1%
WAM
142
World Asset Management
Michigan
$2.82M +$214K +3,260 +8%
RWM
143
Rench Wealth Management
Texas
$2.79M +$26.8K +409 +1%
HAI
144
Hennessy Advisors Inc
California
$2.68M -$85.2K -1,300 -3%
Jane Street
145
Jane Street
New York
$2.6M -$1.61M -24,531 -38%
WCA
146
Waratah Capital Advisors
Ontario, Canada
$2.44M +$2.44M +37,220 New
Stifel Financial
147
Stifel Financial
Missouri
$2.41M -$163K -2,489 -6%
Comerica Bank
148
Comerica Bank
Texas
$2.39M +$104K +1,641 +5%
LPL Financial
149
LPL Financial
California
$2.38M -$35.6K -557 -1%
BTS
150
BB&T Securities
Virginia
$2.35M +$162K +2,468 +7%
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