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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Pegasus Partners
Wisconsin
$1.88M -$34.4K -469 -2%
PFP
177
Pinnacle Financial Partners
Tennessee
$1.85M +$82.9K +1,128 +5%
AAIM
178
American Assets Investment Management
California
$1.84M – – –
State Street
179
State Street
Massachusetts
$1.77M -$615K -8,382 -26%
BWL
180
Bogart Wealth LLC
Virginia
$1.74M +$468K +6,370 +37%
CIA
181
Cascade Investment Advisors
Oregon
$1.69M -$54.7K -745 -3%
AC
182
Addenda Capital
Quebec, Canada
$1.69M -$307K -4,190 -15%
HI
183
HBK Investments
Texas
$1.69M +$1.69M +22,940 New
Millennium Management
184
Millennium Management
New York
$1.67M -$25.6M -348,959 -94%
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.61M +$18.3K +249 +1%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$1.5M -$194K -2,636 -11%
CGT
187
Capital Guardian Trust
California
$1.48M – – –
BFS
188
Baskin Financial Services
Ontario, Canada
$1.47M -$14.6K -199 -1%
SB
189
Suntrust Banks
Georgia
$1.41M +$43.4K +591 +3%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$1.4M +$175K +2,378 +14%
T. Rowe Price Associates
191
T. Rowe Price Associates
Maryland
$1.37M +$10.1K +138 +0.7%
CP
192
Cumberland Partners
Ontario, Canada
$1.35M -$36.8K -502 -3%
PP
193
Prudential plc
United Kingdom
$1.34M -$823K -11,200 -38%
NSAM
194
North Star Asset Management
Wisconsin
$1.26M -$134K -1,830 -10%
NGA
195
Naples Global Advisors
Florida
$1.25M – – –
SBSB
196
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.23M +$609K +8,299 +98%
William Blair & Company
197
William Blair & Company
Illinois
$1.23M +$75.1K +1,023 +7%
FWCM
198
Ferguson Wellman Capital Management
Oregon
$1.21M -$92.1K -1,254 -7%
AAM
199
Advisors Asset Management
Colorado
$1.18M -$135K -1,840 -10%
ARTA
200
A.R.T. Advisors
New York
$1.15M -$1.23M -16,700 -52%
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