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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
Franklin Resources
California
$338M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
176
Capital Guardian Trust
California
$1.28M -$31.7K -500 -2%
AAI
177
American Assets Inc
California
$1.27M – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1.2M -$164K -2,590 -12%
PFP
179
Pinnacle Financial Partners
Tennessee
$1.19M +$153K +2,344 +15%
T. Rowe Price Associates
180
T. Rowe Price Associates
Maryland
$1.15M +$12.6K +200 +1%
IRF
181
IBM Retirement Fund
New York
$1.15M – – –
NSAM
182
North Star Asset Management
Wisconsin
$1.14M -$22.2K -350 -2%
NGA
183
Naples Global Advisors
Florida
$1.12M -$1.59K -25 -0.1%
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$1.11M +$1.11M +17,460 New
FA
185
FDx Advisors
Illinois
$1.08M -$112K -1,764 -9%
CP
186
Cumberland Partners
Ontario, Canada
$1.08M – – –
PP
187
Pegasus Partners
Wisconsin
$1.06M +$291K +4,590 +38%
DVM
188
Dreman Value Management
Florida
$962K -$44.8K -707 -4%
CSS
189
Cubist Systematic Strategies
Connecticut
$957K +$957K +15,098 New
1IA
190
1834 Investment Advisors
Wisconsin
$942K -$59.6K -940 -6%
William Blair & Company
191
William Blair & Company
Illinois
$940K -$406K -6,400 -30%
FCI
192
Financial Counselors Inc
Kansas
$886K -$951 -15 -0.1%
CG
193
Caprock Group
Idaho
$868K -$28.2K -445 -3%
BB
194
Busey Bank
Illinois
$863K -$42.5K -670 -5%
ABC
195
Associated Banc-Corp
Wisconsin
$857K +$4.75K +75 +0.6%
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$847K +$187K +2,945 +28%
BFS
197
Baskin Financial Services
Ontario, Canada
$838K +$85.2K +1,355 +11%
Twin Tree Management
198
Twin Tree Management
Texas
$813K +$675K +10,646 +489%
FAB
199
First American Bank
Illinois
$784K – – –
MC
200
Moors & Cabot
Massachusetts
$776K +$63 +1 +0%
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8
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