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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
176
American Assets Investment Management
California
$1.8M – – –
RCAMU
177
Rothschild & Co Asset Management US
Connecticut
$1.8M +$1.8M +18,610 New
AL
178
AJO LP
Pennsylvania
$1.69M -$52.8M -733,975 -97%
OMCS
179
Old Mutual Customised Solutions
South Africa
$1.68M +$410K +5,700 +32%
MFS
180
MSI Financial Services
Massachusetts
$1.66M -$2.44M -33,862 -60%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$1.61M -$50.4K -701 -3%
AAM
182
Advisors Asset Management
Colorado
$1.59M -$208K -2,889 -12%
Jane Street
183
Jane Street
New York
$1.57M -$1.28M -17,732 -45%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M -$156K -2,171 -9%
PFP
185
Pinnacle Financial Partners
Tennessee
$1.53M +$273K +3,794 +22%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$1.52M +$171K +2,380 +13%
CGT
187
Capital Guardian Trust
California
$1.45M – – –
AAI
188
American Assets Inc
California
$1.44M – – –
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$1.37M +$26.7K +371 +2%
SB
190
Suntrust Banks
Georgia
$1.34M -$2.3K -32 -0.2%
CP
191
Cumberland Partners
Ontario, Canada
$1.34M +$138K +1,912 +11%
BWL
192
Bogart Wealth LLC
Virginia
$1.3M +$1.3M +18,014 New
KJHP
193
K.J. Harrison & Partners
Ontario, Canada
$1.28M -$231K -3,210 -15%
BFS
194
Baskin Financial Services
Ontario, Canada
$1.26M +$175K +2,428 +16%
NSAM
195
North Star Asset Management
Wisconsin
$1.24M -$46.5K -647 -4%
NGA
196
Naples Global Advisors
Florida
$1.24M -$12.6K -175 -1%
FA
197
FDx Advisors
Illinois
$1.2M +$65.6K +912 +6%
AP
198
AHL Partners
United Kingdom
$1.16M +$296K +4,119 +34%
Simplex Trading
199
Simplex Trading
Illinois
$1.15M +$1.15M +16,019 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$1.15M -$50.6K -704 -4%
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