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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$5.83M -$285K -3,964 -5%
LC
127
Lubar & Co
Wisconsin
$5.66M – – –
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$5.34M +$26.8K +500 +0.5%
DL
129
Delta Lloyd
Netherlands
$5.08M +$1.67M +23,208 +49%
LSV Asset Management
130
LSV Asset Management
Illinois
$5.01M +$726K +10,100 +17%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$4.94M +$4.94M +68,619 New
LCP
132
Legacy Capital Partners
Wisconsin
$4.8M +$90.8K +1,263 +2%
US Bancorp
133
US Bancorp
Minnesota
$4.74M -$516K -7,176 -10%
Two Sigma Investments
134
Two Sigma Investments
New York
$4.53M +$4.53M +62,973 New
CAM
135
Capstone Asset Management
Texas
$4.45M -$128K -1,780 -3%
USAA
136
United Services Automobile Association
Texas
$4.34M – – –
ACM
137
Azimuth Capital Management
Michigan
$4.33M +$42.1K +585 +1%
HighTower Advisors
138
HighTower Advisors
Illinois
$4.22M -$12.3K -171 -0.3%
OTPPB
139
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.2M -$303K -4,214 -7%
RG
140
Rathbones Group
United Kingdom
$4.18M -$7.2K -100 -0.2%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$3.9M -$3.99M -55,540 -51%
MPM
142
Meritage Portfolio Management
Kansas
$3.87M +$3.87M +53,798 New
FNBOMD
143
First National Bank of Mount Dora
Florida
$3.83M +$232K +3,230 +6%
NIPH
144
NN Investment Partners Holdings
Netherlands
$3.74M -$2.37M -32,908 -39%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$3.71M -$503 -7 -0%
BA
146
BKS Advisors
Michigan
$3.55M +$155K +2,159 +5%
QC
147
Quadrature Capital
United Kingdom
$3.51M -$2.55M -35,598 -42%
EAM
148
Eagle Asset Management
Florida
$3.5M – – –
PP
149
Prudential plc
United Kingdom
$3.43M +$928K +12,900 +37%
RWM
150
Rench Wealth Management
Texas
$3.22M +$160K +2,226 +5%
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