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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$144M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$90M
3
TCIM
TIAA CREF Investment Management
New York
+$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$52.9M
5
GC
Guardian Capital
Ontario, Canada
+$39.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$179M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$114M
3
IIM
Intact Investment Management
Quebec, Canada
-$82M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$58.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$1.57M +$733 +13 +0%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M -$134K -2,375 -8%
TI
153
Trexquant Investment
Connecticut
$1.51M +$751K +13,318 +99%
HighTower Advisors
154
HighTower Advisors
Illinois
$1.41M -$55.7K -983 -4%
AAIM
155
American Assets Investment Management
California
$1.41M – – –
BTS
156
BB&T Securities
Virginia
$1.39M +$156K +2,757 +13%
AAM
157
Advisors Asset Management
Colorado
$1.37M +$58.4K +1,035 +4%
CC
158
Cipher Capital
New York
$1.35M -$98.1K -1,738 -7%
OMCS
159
Old Mutual Customised Solutions
South Africa
$1.29M – – –
MFS
160
MSI Financial Services
Massachusetts
$1.29M +$397K +7,045 +45%
EVM
161
Eaton Vance Management
Massachusetts
$1.29M -$454K -8,050 -26%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$1.26M -$3.1M -54,855 -71%
State Street
163
State Street
Massachusetts
$1.19M – – –
CGT
164
Capital Guardian Trust
California
$1.17M +$161K +2,850 +16%
JWM
165
Jacobus Wealth Management
Wisconsin
$1.17M – – –
MCM
166
Marathon Capital Management
Maryland
$1.14M +$9.87K +175 +0.9%
BAM
167
Burgundy Asset Management
Ontario, Canada
$1.13M – – –
AAI
168
American Assets Inc
California
$1.13M – – –
ARTA
169
A.R.T. Advisors
New York
$1.1M -$2.19M -38,878 -67%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$1.07M -$741K -13,132 -41%
IRF
171
IBM Retirement Fund
New York
$1.07M +$52.1K +924 +5%
William Blair & Company
172
William Blair & Company
Illinois
$1.05M +$86.4K +1,532 +9%
SLA
173
Silver Lake Advisory
Utah
$1.04M +$26.2K +465 +3%
CWM
174
Concert Wealth Management
California
$1.04M -$25K -446 -2%
NSAM
175
North Star Asset Management
Wisconsin
$1.03M -$309K -5,471 -23%
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