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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
151
Candriam SCA
Luxembourg
$3.25M 40,463 +6,854 +20%
OMCS
152
Old Mutual Customised Solutions
South Africa
$3.18M 39,633 +11,500 +41%
KJHP
153
K.J. Harrison & Partners
Ontario, Canada
$3.15M 39,175 +99 +0.3%
Comerica Bank
154
Comerica Bank
Texas
$3.08M 36,619 -795 -2%
SEI Investments
155
SEI Investments
Pennsylvania
$3M 38,451 +36,436 +1,808%
WAM
156
World Asset Management
Michigan
$2.92M 36,454 -1,426 -4%
GC
157
Guggenheim Capital
Illinois
$2.9M 36,110 -31,245 -46%
SLA
158
Silver Lake Advisory
Utah
$2.85M 35,569 -245 -0.7%
BAM
159
Burgundy Asset Management
Ontario, Canada
$2.81M 35,000 +5,000 +17%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$2.71M 33,833 -687 -2%
HS
161
Hazelview Securities
Ontario, Canada
$2.68M 33,511 -5,864 -15%
LPL Financial
162
LPL Financial
California
$2.54M 31,768 +3,003 +10%
ED
163
Exane Derivatives
France
$2.52M 31,475 +12,500 +66%
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
$2.5M 31,214 -13,354 -30%
PFP
165
Pinnacle Financial Partners
Tennessee
$2.4M 30,034 +2,778 +10%
MF
166
MHI Funds
New York
$2.37M 29,633 +29,633 New
WF
167
WoodTrust Financial
Wisconsin
$2.22M 27,719 +27,719 New
NAM
168
NorthCoast Asset Management
Connecticut
$2.2M 27,442 -25,919 -49%
BCM
169
Baltimore Capital Management
Maryland
$2.07M 25,876 -325 -1%
DR
170
Davis Rea
Ontario, Canada
$2.03M 25,239 -3,606 -13%
AAIM
171
American Assets Investment Management
California
$2M 25,000 – –
BWL
172
Bogart Wealth LLC
Virginia
$1.99M 24,923 +906 +4%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$1.96M 24,441 -422 -2%
MCM
174
Mainstay Capital Management
Michigan
$1.96M 24,447 +24,447 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.89M 23,578 +2,898 +14%
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