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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$3.09M +$288K +3,864 +10%
TAM
152
Tiverton Asset Management
Delaware
$2.98M +$2.98M +41,464 New
HAI
153
Hennessy Advisors Inc
California
$2.94M – – –
WAM
154
World Asset Management
Michigan
$2.84M -$254K -3,531 -8%
State Street
155
State Street
Massachusetts
$2.81M +$1.29M +17,977 +85%
Stifel Financial
156
Stifel Financial
Missouri
$2.76M +$115K +1,597 +4%
CC
157
Cipher Capital
New York
$2.59M +$1.49M +20,663 +134%
LPL Financial
158
LPL Financial
California
$2.56M -$132K -1,820 -5%
SLA
159
Silver Lake Advisory
Utah
$2.55M -$10.1K -140 -0.4%
WCA
160
Waratah Capital Advisors
Ontario, Canada
$2.53M -$144K -1,999 -5%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$2.45M -$7.19K -100 -0.3%
BTS
162
BB&T Securities
Virginia
$2.35M – – –
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$2.32M +$1.57M +21,874 +211%
GWM
164
Graybill Wealth Management
Illinois
$2.22M +$65.8K +915 +3%
BAM
165
Burgundy Asset Management
Ontario, Canada
$2.16M – – –
O
166
OppenheimerFunds
New York
$2.16M -$1.58K -22 -0.1%
DMIC
167
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.12M -$201K -2,796 -9%
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$1.97M +$1.97M +27,420 New
AC
169
Addenda Capital
Quebec, Canada
$1.96M -$10.9M -152,010 -85%
Twin Tree Management
170
Twin Tree Management
Texas
$1.95M +$1.88M +26,202 +2,732%
DR
171
Davis Rea
Ontario, Canada
$1.87M -$345K -4,804 -16%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$1.86M -$11.9M -164,804 -86%
PP
173
Pegasus Partners
Wisconsin
$1.85M +$192K +2,670 +12%
VKH
174
Virtu KCG Holdings
New York
$1.83M +$1.31M +18,204 +252%
CIA
175
Cascade Investment Advisors
Oregon
$1.81M +$1.81M +25,155 New
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7
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