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Bank of Montreal
BMO

Overview Fund Activity

417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+16
Holders Change %
+3.99%
% of All Funds
10.4%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
46
Increased
129
Reduced
160
Closed
28
Calls
$139M
Puts
$111M
Net Calls
+$27.8M
Net Calls Change
+$11.3M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$72.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$515M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$46.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$743M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
4
IIM
Intact Investment Management
Quebec, Canada
$27.7M
5
GC
Guardian Capital
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
DR
176
Davis Rea
Ontario, Canada
$2.09M +$149K +2,000 +8%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$2.05M +$474K +6,358 +30%
AC
178
Addenda Capital
Quebec, Canada
$2.02M – – –
PP
179
Pegasus Partners
Wisconsin
$1.95M +$30.5K +408 +2%
OMCS
180
Old Mutual Customised Solutions
South Africa
$1.95M +$205K +2,748 +12%
AAIM
181
American Assets Investment Management
California
$1.87M – – –
PFP
182
Pinnacle Financial Partners
Tennessee
$1.8M +$205K +2,748 +13%
QT
183
Quantbot Technologies
New York
$1.78M +$1.78M +23,853 New
CIA
184
Cascade Investment Advisors
Oregon
$1.78M -$102K -1,360 -5%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$1.73M +$52.9K +706 +3%
Capital Fund Management (CFM)
186
Capital Fund Management (CFM)
France
$1.72M +$1.72M +22,971 New
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M +$4.11K +55 +0.3%
CGT
188
Capital Guardian Trust
California
$1.51M – – –
BFS
189
Baskin Financial Services
Ontario, Canada
$1.5M +$202K +2,706 +15%
GC
190
Guggenheim Capital
Illinois
$1.44M +$766K +10,263 +113%
NSAM
191
North Star Asset Management
Wisconsin
$1.42M +$131K +1,750 +10%
VKH
192
Virtu KCG Holdings
New York
$1.42M -$484K -6,470 -25%
CP
193
Cumberland Partners
Ontario, Canada
$1.41M +$22.5K +302 +2%
SB
194
Suntrust Banks
Georgia
$1.39M -$3.74K -50 -0.3%
T. Rowe Price Associates
195
T. Rowe Price Associates
Maryland
$1.38M -$37.2K -500 -3%
AAM
196
Advisors Asset Management
Colorado
$1.33M -$321K -4,294 -19%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$1.33M -$611K -8,170 -32%
BWL
198
Bogart Wealth LLC
Virginia
$1.3M -$52.1K -697 -4%
AL
199
AJO LP
Pennsylvania
$1.28M -$478K -6,387 -27%
NGA
200
Naples Global Advisors
Florida
$1.28M -$9.35K -125 -0.7%
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