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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
126
USS Investment Management
United Kingdom
$6.31M +$6.31M +86,100 New
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$5.87M -$4.49M -61,185 -43%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$5.8M +$170K +3,000 +3%
LC
129
Lubar & Co
Wisconsin
$5.78M – – –
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$5.44M -$1.82M -19,010 -25%
FNBOMD
131
First National Bank of Mount Dora
Florida
$5.22M +$852K +11,600 +20%
LSV Asset Management
132
LSV Asset Management
Illinois
$5.2M +$352K +4,800 +7%
HAI
133
Hennessy Advisors Inc
California
$5.01M -$176K -2,400 -3%
LCP
134
Legacy Capital Partners
Wisconsin
$4.92M -$99.4K -1,353 -2%
US Bancorp
135
US Bancorp
Minnesota
$4.84M +$65.6K +893 +1%
BTS
136
BB&T Securities
Virginia
$4.77M +$861K +11,723 +22%
SO
137
STRS Ohio
Ohio
$4.71M -$21.2M -288,700 -82%
CAM
138
Capstone Asset Management
Texas
$4.71M -$121K -1,650 -3%
NIPH
139
NN Investment Partners Holdings
Netherlands
$4.65M +$958K +13,046 +26%
HighTower Advisors
140
HighTower Advisors
Illinois
$4.64M +$188K +2,572 +4%
Ameriprise
141
Ameriprise
Minnesota
$4.52M -$92.8M -1,264,143 -95%
USAA
142
United Services Automobile Association
Texas
$4.43M – – –
ACM
143
Azimuth Capital Management
Michigan
$4.37M -$36.4K -495 -0.8%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.35M +$57K +778 +1%
WBC
145
Westpac Banking Corp
Australia
$4.35M -$3.18M -33,390 -42%
RG
146
Rathbones Group
United Kingdom
$4.25M – – –
M&T Bank
147
M&T Bank
New York
$4.25M +$249K +3,393 +6%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$4.09M +$70.1K +955 +2%
KJHP
149
K.J. Harrison & Partners
Ontario, Canada
$3.97M +$2.72M +37,040 +217%
NAM
150
NorthCoast Asset Management
Connecticut
$3.8M -$157K -2,134 -4%
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