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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$144M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$90M
3
TCIM
TIAA CREF Investment Management
New York
+$70M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$52.9M
5
GC
Guardian Capital
Ontario, Canada
+$39.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$179M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$114M
3
IIM
Intact Investment Management
Quebec, Canada
-$82M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$58.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIC
201
Portland Investment Counsel
Ontario, Canada
$683K – – –
FCI
202
Financial Counselors Inc
Kansas
$654K +$148K +2,628 +29%
Canada Pension Plan Investment Board
203
Canada Pension Plan Investment Board
Ontario, Canada
$646K -$9.67M -171,949 -94%
PFP
204
Pinnacle Financial Partners
Tennessee
$638K -$408K -7,229 -39%
OWP
205
Obermeyer Wealth Partners
Colorado
$636K -$37.2K -660 -6%
CS
206
Credential Securities
$633K -$16.1K -285 -2%
AT
207
Arden Trust
Delaware
$591K -$21.2K -376 -3%
RCM
208
Riverhead Capital Management
Delaware
$587K – – –
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$580K +$580K +10,283 New
TYCC
210
Texas Yale Capital Corp
Florida
$575K – – –
VOYA Investment Management
211
VOYA Investment Management
Georgia
$574K +$152K +2,700 +36%
PAMU
212
Pictet Asset Management (UK)
United Kingdom
$573K -$74.4K -1,319 -11%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$572K +$6.54K +116 +1%
TIM
214
Thompson Investment Management
Wisconsin
$566K -$43K -763 -7%
FA
215
FDx Advisors
Illinois
$559K +$559K +9,913 New
CI
216
Capital International
California
$528K – – –
BFEC
217
Benjamin F. Edwards & Company
Missouri
$513K +$50.8K +900 +11%
AP
218
Advisor Partners
California
$506K +$58.7K +1,038 +13%
SI
219
Stephens Inc
Arkansas
$503K +$22.7K +403 +5%
ST
220
Spot Trading
Illinois
$502K +$133K +2,366 +36%
AIG
221
American International Group
New York
$498K -$71.5K -1,268 -13%
HFS
222
HL Financial Services
Kentucky
$458K +$3.27K +58 +0.7%
DADC
223
D.A. Davidson & Co
Montana
$454K +$120K +2,128 +36%
LNWWM
224
Laird Norton Wetherby Wealth Management
California
$447K +$153K +2,710 +52%
PAI
225
Pittenger & Anderson Inc
Nebraska
$423K – – –
7 8
9
10 11