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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$55.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.7M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$27.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
IGIM
I.G. Investment Management
Manitoba, Canada
-$78.1M
4
TCIM
TIAA CREF Investment Management
New York
-$70M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
201
Boston Advisors
Massachusetts
$725K -$11.2K -185 -2%
ACS
202
Archford Capital Strategies
Illinois
$716K -$5.1K -84 -0.7%
BOH
203
Bank of Hawaii
Hawaii
$698K -$139K -2,288 -17%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$679K +$55.1K +909 +9%
OWP
205
Obermeyer Wealth Partners
Colorado
$675K -$9.1K -150 -1%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$675K +$52.4K +860 +8%
CS
207
Credential Securities
$651K -$29.4K -485 -4%
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$632K -$119K -1,969 -16%
RCA
209
Rowland Carmichael Advisors
Arizona
$616K +$616K +10,146 New
RCM
210
Riverhead Capital Management
Delaware
$607K -$23.6K -390 -4%
TYCC
211
Texas Yale Capital Corp
Florida
$607K -$12.1K -200 -2%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$593K +$41K +675 +7%
AT
213
Arden Trust
Delaware
$578K -$57.8K -952 -9%
CI
214
Capital International
California
$573K – – –
SI
215
Stephens Inc
Arkansas
$562K +$20.6K +339 +4%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$559K -$56.4K -930 -9%
PAMU
217
Pictet Asset Management (UK)
United Kingdom
$559K – – –
DADC
218
D.A. Davidson & Co
Montana
$546K +$58.1K +960 +12%
TIM
219
Thompson Investment Management
Wisconsin
$523K -$86.5K -1,425 -14%
HFS
220
HL Financial Services
Kentucky
$474K -$18.5K -304 -4%
ONB
221
Old National Bancorp
Indiana
$472K +$177K +2,915 +60%
LNWWM
222
Laird Norton Wetherby Wealth Management
California
$465K -$15.5K -256 -3%
JPMPWA
223
J.P. Morgan Private Wealth Advisors
California
$459K +$118K +1,942 +35%
QT
224
Quantbot Technologies
New York
$442K +$442K +7,291 New
OC
225
Oarsman Capital
Wisconsin
$441K +$19.2K +317 +5%
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