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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLA
151
Silver Lake Advisory
Utah
$2.34M +$5.18K +79 +0.2%
PP
152
Prudential plc
United Kingdom
$2.28M +$184K +2,800 +9%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$2.24M -$82.2K -1,254 -4%
DMIC
154
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.11M -$141K -2,151 -6%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$2.1M -$5.75M -87,637 -73%
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$2.03M -$13.1K -200 -0.6%
DR
157
Davis Rea
Ontario, Canada
$2.02M -$2.95K -45 -0.1%
QI
158
QS Investors
New York
$2.01M -$2.22M -33,900 -52%
CS
159
Candriam SCA
Luxembourg
$2.01M +$25.1K +384 +1%
O
160
OppenheimerFunds
New York
$1.97M +$2.56K +39 +0.1%
BAM
161
Burgundy Asset Management
Ontario, Canada
$1.97M – – –
GWM
162
Graybill Wealth Management
Illinois
$1.97M -$40.7K -620 -2%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$1.87M +$725K +11,052 +63%
CA
164
Commerzbank Aktiengesellschaft
Germany
$1.86M -$622K -9,486 -25%
AAM
165
Advisors Asset Management
Colorado
$1.64M -$185K -2,822 -10%
AAIM
166
American Assets Investment Management
California
$1.64M – – –
CWM
167
Concert Wealth Management
California
$1.6M +$197 +3 +0%
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M +$75K +1,143 +5%
HS
169
HighVista Strategies
Massachusetts
$1.52M +$52.4K +800 +4%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.52M +$29.7K +453 +2%
PP
171
Pegasus Partners
Wisconsin
$1.51M +$411K +6,269 +37%
State Street
172
State Street
Massachusetts
$1.39M +$4.86K +74 +0.4%
KJHP
173
K.J. Harrison & Partners
Ontario, Canada
$1.38M +$983K +15,000 +248%
CGT
174
Capital Guardian Trust
California
$1.32M – – –
AAI
175
American Assets Inc
California
$1.31M – – –
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