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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
Franklin Resources
California
$338M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
151
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.17M -$79.9K -1,269 -4%
BTS
152
BB&T Securities
Virginia
$2.11M +$403K +6,350 +24%
PP
153
Prudential plc
United Kingdom
$2.03M – – –
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$1.98M -$25.4K -400 -1%
DR
155
Davis Rea
Ontario, Canada
$1.95M -$19.3K -306 -1%
GWM
156
Graybill Wealth Management
Illinois
$1.94M -$47.2K -745 -2%
CS
157
Candriam SCA
Luxembourg
$1.91M -$4.78M -75,761 -71%
BAM
158
Burgundy Asset Management
Ontario, Canada
$1.9M – – –
O
159
OppenheimerFunds
New York
$1.9M -$168K -2,648 -8%
AAM
160
Advisors Asset Management
Colorado
$1.77M +$50.9K +803 +3%
AAIM
161
American Assets Investment Management
California
$1.59M – – –
TH
162
Timber Hill
Connecticut
$1.58M +$1.32M +20,752 +494%
RCAMU
163
Rothschild & Co Asset Management US
Connecticut
$1.53M +$1.53M +18,635 New
CIA
164
Cascade Investment Advisors
Oregon
$1.49M +$1.49M +23,505 New
CWM
165
Concert Wealth Management
California
$1.48M +$76.2K +1,260 +5%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M -$91.1K -1,438 -6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$1.44M -$251K -3,960 -15%
HS
168
HighVista Strategies
Massachusetts
$1.42M +$1.42M +22,400 New
OMCS
169
Old Mutual Customised Solutions
South Africa
$1.39M -$56.7K -900 -4%
State Street
170
State Street
Massachusetts
$1.33M – – –
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.33M +$85.1K +1,345 +7%
SB
172
Suntrust Banks
Georgia
$1.33M +$295K +4,665 +29%
MCM
173
Marathon Capital Management
Maryland
$1.32M – – –
CC
174
Cipher Capital
New York
$1.32M +$1.32M +20,746 New
MF
175
Magnetar Financial
Illinois
$1.3M +$1.3M +20,500 New
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