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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$357M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$327M
5
GC
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
176
Naples Global Advisors
Florida
$1.02M +$21.3K +377 +2%
NIT
177
NumerixS Investment Technologies
British Columbia, Canada
$1.02M +$1.02M +18,100 New
OAM
178
Oxford Asset Management
United Kingdom
$1.01M +$1.01M +17,864 New
CP
179
Cumberland Partners
Ontario, Canada
$976K -$27.6K -489 -3%
T. Rowe Price Associates
180
T. Rowe Price Associates
Maryland
$950K -$208K -3,700 -18%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$936K +$45.3K +803 +5%
CFN
182
Cordasco Financial Network
Florida
$896K -$392K -6,953 -30%
1IA
183
1834 Investment Advisors
Wisconsin
$891K -$130K -2,312 -13%
CG
184
Cutler Group
California
$853K +$853K +15,120 New
ACS
185
Archford Capital Strategies
Illinois
$838K +$832K +11,796 +12,822%
BB
186
Busey Bank
Illinois
$822K – – –
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$820K -$3.79M -67,400 -82%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$815K +$492K +8,717 +152%
ABC
189
Associated Banc-Corp
Wisconsin
$809K +$35.7K +633 +5%
DDPIC
190
Deroy & Devereaux Private Investment Counsel
Michigan
$802K – – –
BOH
191
Bank of Hawaii
Hawaii
$779K -$80K -1,417 -9%
BFS
192
Baskin Financial Services
Ontario, Canada
$779K +$208K +3,678 +36%
PP
193
Pegasus Partners
Wisconsin
$751K +$751K +13,306 New
BCM
194
Barometer Capital Management
Ontario, Canada
$750K +$750K +9,600 New
FAB
195
First American Bank
Illinois
$721K – – –
IIM
196
Ipswich Investment Management
Massachusetts
$707K +$4.23K +75 +0.6%
MC
197
Moors & Cabot
Massachusetts
$706K -$88.9K -1,580 -11%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$699K -$7.73K -137 -1%
SB
199
Suntrust Banks
Georgia
$693K -$145K -2,579 -17%
BA
200
Boston Advisors
Massachusetts
$684K -$33.8K -600 -5%
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