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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$46.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$33.2M
5
IIM
Intact Investment Management
Quebec, Canada
+$32.2M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$65.7M
2
Goldman Sachs
Goldman Sachs
New York
-$56.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$56.3M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$51M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
176
Timber Hill
Connecticut
$1.29M -$351K -5,352 -21%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$1.23M -$149K -2,283 -11%
SB
178
Suntrust Banks
Georgia
$1.23M -$148K -2,255 -11%
T. Rowe Price Associates
179
T. Rowe Price Associates
Maryland
$1.22M +$32.7K +500 +3%
IRF
180
IBM Retirement Fund
New York
$1.19M – – –
NSAM
181
North Star Asset Management
Wisconsin
$1.17M -$2.75K -42 -0.2%
OMCS
182
Old Mutual Customised Solutions
South Africa
$1.16M -$288K -4,400 -20%
PP
183
Paloma Partners
Connecticut
$1.15M +$641K +9,780 +126%
PFP
184
Pinnacle Financial Partners
Tennessee
$1.15M -$44.8K -684 -4%
NGA
185
Naples Global Advisors
Florida
$1.14M -$20.7K -315 -2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$1.09M +$1.09M +16,664 New
CP
187
Cumberland Partners
Ontario, Canada
$1.09M -$32.8K -500 -3%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.07M -$172K -2,626 -14%
FA
189
FDx Advisors
Illinois
$1.04M -$82K -1,250 -7%
William Blair & Company
190
William Blair & Company
Illinois
$1.03M +$58.6K +893 +6%
CC
191
Cipher Capital
New York
$1.01M -$351K -5,352 -26%
DVM
192
Dreman Value Management
Florida
$995K – – –
BFS
193
Baskin Financial Services
Ontario, Canada
$985K +$112K +1,709 +13%
PRCM
194
Pine River Capital Management
Minnesota
$978K -$482K -5,600 -33%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$974K +$974K +14,853 New
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$924K +$47.7K +728 +5%
BB
197
Busey Bank
Illinois
$893K – – –
CG
198
Caprock Group
Idaho
$888K -$9.84K -150 -1%
ACS
199
Archford Capital Strategies
Illinois
$875K +$789K +12,053 +921%
BA
200
Boston Advisors
Massachusetts
$871K +$127K +1,935 +17%
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