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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
FDx Advisors
Illinois
$1.14M +$540K +8,896 +90%
NSAM
177
North Star Asset Management
Wisconsin
$1.11M -$2.55K -42 -0.2%
T. Rowe Price Associates
178
T. Rowe Price Associates
Maryland
$1.1M +$67.1K +1,100 +7%
IRF
179
IBM Retirement Fund
New York
$1.1M -$56.1K -924 -5%
NGA
180
Naples Global Advisors
Florida
$1.07M -$27.3K -450 -2%
CP
181
Cumberland Partners
Ontario, Canada
$1.04M -$9.12K -150 -0.9%
SB
182
Suntrust Banks
Georgia
$988K +$242K +3,984 +32%
DVM
183
Dreman Value Management
Florida
$964K +$939K +15,462 +3,681%
PFP
184
Pinnacle Financial Partners
Tennessee
$963K +$277K +4,564 +40%
1IA
185
1834 Investment Advisors
Wisconsin
$959K – – –
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$943K -$63.3K -1,043 -6%
H
187
Hexavest
Quebec, Canada
$904K -$5.23M -85,771 -85%
BB
188
Busey Bank
Illinois
$867K -$17.6K -290 -2%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$862K – – –
CG
190
Caprock Group
Idaho
$858K +$858K +14,134 New
MSV
191
MN Services Vermogensbeheer
Netherlands
$858K +$858K +16,033 New
FCI
192
Financial Counselors Inc
Kansas
$849K +$145K +2,389 +21%
ABC
193
Associated Banc-Corp
Wisconsin
$816K -$54.6K -900 -6%
IIM
194
Ipswich Investment Management
Massachusetts
$766K -$12.4K -200 -2%
FAB
195
First American Bank
Illinois
$751K -$24.3K -400 -3%
PP
196
Pegasus Partners
Wisconsin
$739K -$68.9K -1,135 -9%
MC
197
Moors & Cabot
Massachusetts
$738K -$18K -298 -2%
PIC
198
Portland Investment Counsel
Ontario, Canada
$735K – – –
CG
199
Cutler Group
California
$734K -$183K -3,020 -20%
BFS
200
Baskin Financial Services
Ontario, Canada
$727K -$111K -1,835 -13%
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