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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$894M
4
CA
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
151
RBC Europe
United Kingdom
$3.4M +$3.4M +44,939 New
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$3.37M -$24.3K -321 -0.7%
HS
153
Hazelview Securities
Ontario, Canada
$2.98M – – –
KJHP
154
K.J. Harrison & Partners
Ontario, Canada
$2.95M -$1.14M -15,053 -28%
Comerica Bank
155
Comerica Bank
Texas
$2.92M +$19.3K +248 +0.7%
WAM
156
World Asset Management
Michigan
$2.87M -$7.42K -98 -0.3%
Stifel Financial
157
Stifel Financial
Missouri
$2.83M -$22.5K -298 -0.8%
SLA
158
Silver Lake Advisory
Utah
$2.71M -$31.8K -420 -1%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$2.61M -$38.1K -503 -1%
CS
160
Candriam SCA
Luxembourg
$2.54M -$5.92M -78,416 -70%
GWM
161
Graybill Wealth Management
Illinois
$2.35M -$15.1K -200 -0.6%
BAM
162
Burgundy Asset Management
Ontario, Canada
$2.27M – – –
CFMC
163
Curbstone Financial Management Corp
New Hampshire
$2.22M +$1.1M +14,590 +99%
PP
164
Paloma Partners
Connecticut
$2.18M +$2.18M +28,796 New
LPL Financial
165
LPL Financial
California
$2.18M -$82.8K -1,094 -4%
DR
166
Davis Rea
Ontario, Canada
$2.18M +$1.96K +26 +0.1%
OMCS
167
Old Mutual Customised Solutions
South Africa
$2.12M +$113K +1,500 +6%
PFP
168
Pinnacle Financial Partners
Tennessee
$2.06M +$156K +2,056 +8%
BCM
169
Baltimore Capital Management
Maryland
$1.98M -$12K -159 -0.6%
TRCT
170
Tower Research Capital (TRC)
New York
$1.9M +$1.89M +19,991 +21,043%
AAIM
171
American Assets Investment Management
California
$1.89M – – –
RJFSA
172
Raymond James Financial Services Advisors
Florida
$1.88M -$225K -2,965 -11%
BWL
173
Bogart Wealth LLC
Virginia
$1.84M +$25.3K +330 +1%
State Street
174
State Street
Massachusetts
$1.83M – – –
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.77M +$104K +1,369 +6%
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7
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