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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
151
Meritage Portfolio Management
Kansas
$3.67M -$69.4K -945 -2%
EAM
152
Eagle Asset Management
Florida
$3.58M – – –
BA
153
BKS Advisors
Michigan
$3.53M +$18K +245 +0.5%
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$3.3M -$44.1K -600 -1%
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$3.24M -$832K -11,328 -20%
RWM
156
Rench Wealth Management
Texas
$3.17M -$9.47K -129 -0.3%
QIM
157
Quantitative Investment Management
Virginia
$3M -$778K -10,600 -21%
RCAMU
158
Rothschild & Co Asset Management US
Connecticut
$2.9M +$171K +1,797 +6%
HS
159
Hazelview Securities
Ontario, Canada
$2.89M – – –
Comerica Bank
160
Comerica Bank
Texas
$2.86M -$176K -2,291 -6%
WAM
161
World Asset Management
Michigan
$2.79M -$160K -2,185 -5%
Stifel Financial
162
Stifel Financial
Missouri
$2.77M -$37K -503 -1%
SLA
163
Silver Lake Advisory
Utah
$2.66M +$54.3K +740 +2%
GC
164
Guggenheim Capital
Illinois
$2.62M +$1.2M +16,403 +85%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$2.57M +$91K +1,239 +4%
GWM
166
Graybill Wealth Management
Illinois
$2.3M +$18.7K +255 +0.8%
ED
167
Exane Derivatives
France
$2.24M -$36.7K -500 -2%
NI
168
Numeric Investors
Massachusetts
$2.23M -$48.2M -658,000 -96%
BAM
169
Burgundy Asset Management
Ontario, Canada
$2.2M – – –
LPL Financial
170
LPL Financial
California
$2.19M -$316K -4,306 -13%
DR
171
Davis Rea
Ontario, Canada
$2.11M +$56.9K +775 +3%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$2.04M +$21.1K +287 +1%
Capital Fund Management (CFM)
173
Capital Fund Management (CFM)
France
$1.98M +$289K +3,929 +17%
OMCS
174
Old Mutual Customised Solutions
South Africa
$1.95M +$36.7K +500 +2%
BCM
175
Baltimore Capital Management
Maryland
$1.94M -$353K -4,800 -15%
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