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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
151
OppenheimerFunds
New York
$1.98M -$61.9K -1,020 -3%
PP
152
Prudential plc
United Kingdom
$1.94M +$218K +3,600 +13%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$1.92M +$48.6K +800 +3%
GWM
154
Graybill Wealth Management
Illinois
$1.9M -$5.76K -95 -0.3%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.9M +$144K +2,374 +8%
DR
156
Davis Rea
Ontario, Canada
$1.9M -$14.3K -235 -0.7%
ARTA
157
A.R.T. Advisors
New York
$1.88M +$698K +11,500 +59%
BAM
158
Burgundy Asset Management
Ontario, Canada
$1.82M +$607K +10,000 +50%
Two Sigma Advisers
159
Two Sigma Advisers
New York
$1.79M +$638K +10,500 +55%
AAM
160
Advisors Asset Management
Colorado
$1.64M +$166K +2,732 +11%
BTS
161
BB&T Securities
Virginia
$1.64M +$144K +2,378 +10%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$1.61M -$71.3K -1,175 -4%
AAIM
163
American Assets Investment Management
California
$1.52M – – –
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47M -$198K -3,268 -12%
OMCS
165
Old Mutual Customised Solutions
South Africa
$1.4M – – –
PRCM
166
Pine River Capital Management
Minnesota
$1.34M -$602K -7,635 -31%
CWM
167
Concert Wealth Management
California
$1.34M +$262K +4,528 +24%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$1.31M +$428K +7,044 +49%
William Blair & Company
169
William Blair & Company
Illinois
$1.29M +$156K +2,574 +14%
State Street
170
State Street
Massachusetts
$1.27M – – –
MCM
171
Marathon Capital Management
Maryland
$1.26M +$33.4K +550 +3%
CGT
172
Capital Guardian Trust
California
$1.26M – – –
JWM
173
Jacobus Wealth Management
Wisconsin
$1.26M – – –
AAI
174
American Assets Inc
California
$1.21M – – –
RJFSA
175
Raymond James Financial Services Advisors
Florida
$1.2M -$536K -8,825 -31%
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