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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
126
Bridgewater Associates
Connecticut
$5.97M 74,326 -53,284 -42%
FNBOMD
127
First National Bank of Mount Dora
Florida
$5.93M 74,131 +680 +0.9%
N
128
Natixis
France
$5.85M 73,159 -1,041 -1%
M&T Bank
129
M&T Bank
New York
$5.77M 72,134 +2,415 +3%
NEI
130
Northwest & Ethical Investments
Ontario, Canada
$5.76M 71,950 -2,210 -3%
LSV Asset Management
131
LSV Asset Management
Illinois
$5.67M 70,800 – –
OTPPB
132
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.65M 70,484 +16,632 +31%
CGH
133
Crossmark Global Holdings
Texas
$5.48M 68,529 -2,246 -3%
HAI
134
Hennessy Advisors Inc
California
$5.46M 68,200 – –
LCP
135
Legacy Capital Partners
Wisconsin
$5.36M 66,947 -300 -0.4%
HighTower Advisors
136
HighTower Advisors
Illinois
$5.33M 66,486 +1,384 +2%
US Bancorp
137
US Bancorp
Minnesota
$5.33M 66,595 -343 -0.5%
USAA
138
United Services Automobile Association
Texas
$4.82M 60,271 – –
Ameriprise
139
Ameriprise
Minnesota
$4.78M 59,724 -1,645 -3%
ACM
140
Azimuth Capital Management
Michigan
$4.76M 59,497 -970 -2%
RG
141
Rathbones Group
United Kingdom
$4.65M 57,928 – –
Wellington Management Group
142
Wellington Management Group
Massachusetts
$4.46M 55,554 -33,942 -38%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$4.45M 55,554 +413 +0.7%
Skandinaviska Enskilda Banken (SEB)
144
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.23M 52,921 +3,521 +7%
RWM
145
Rench Wealth Management
Texas
$4.01M 50,142 +3,776 +8%
BA
146
BKS Advisors
Michigan
$3.93M 49,097 +278 +0.6%
EAM
147
Eagle Asset Management
Florida
$3.9M 48,719 – –
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$3.86M 48,236 +48,236 New
MPM
149
Meritage Portfolio Management
Kansas
$3.82M 47,725 -1,013 -2%
RE
150
RBC Europe
United Kingdom
$3.6M 44,939 – –
4 5
6
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