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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$228M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$131M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$72.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$127M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$68.7M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$63.7M
4
CA
Cortland Advisers
Delaware
-$51.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Pegasus Partners
Wisconsin
$1.75M -$189K -2,500 -10%
CIA
177
Cascade Investment Advisors
Oregon
$1.72M -$28.4K -375 -2%
BFS
178
Baskin Financial Services
Ontario, Canada
$1.7M +$188K +2,497 +13%
SB
179
Suntrust Banks
Georgia
$1.69M +$233K +3,071 +16%
JG
180
Jefferies Group
New York
$1.66M +$1.66M +27,219 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$1.62M +$72.7K +961 +5%
SBSB
182
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.62M +$351K +4,633 +28%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.57M +$119K +1,574 +8%
CP
184
Cumberland Partners
Ontario, Canada
$1.48M +$90.5K +1,200 +7%
ACS
185
Archford Capital Strategies
Illinois
$1.45M +$398K +5,249 +38%
AC
186
Addenda Capital
Quebec, Canada
$1.44M -$293K -3,880 -17%
ED
187
Exane Derivatives
France
$1.44M -$873K -11,500 -38%
NSAM
188
North Star Asset Management
Wisconsin
$1.43M +$130K +1,722 +10%
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$1.42M +$3.32K +44 +0.2%
CGT
190
Capital Guardian Trust
California
$1.39M -$136K -1,800 -9%
PP
191
Prudential plc
United Kingdom
$1.39M – – –
William Blair & Company
192
William Blair & Company
Illinois
$1.36M +$89K +1,176 +7%
NGA
193
Naples Global Advisors
Florida
$1.29M – – –
Macquarie Group
194
Macquarie Group
Australia
$1.29M +$1.29M +17,000 New
FWCM
195
Ferguson Wellman Capital Management
Oregon
$1.22M -$26.5K -350 -2%
AAM
196
Advisors Asset Management
Colorado
$1.14M -$75.5K -997 -6%
DMIC
197
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.12M -$1.74K -23 -0.2%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$1.12M +$77.1K +1,018 +7%
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$1.1M +$13.4K +177 +1%
B
200
Barings
North Carolina
$1.08M – – –
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