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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
AQR Capital Management
Connecticut
$123M
5
IIM
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
Goldman Sachs
New York
$53.2M
3
APG Asset Management
APG Asset Management
Netherlands
$120M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
201
Lombard Odier Asset Management (Europe)
United Kingdom
$836K – – –
MC
202
Moors & Cabot
Massachusetts
$836K +$26.9K +407 +3%
FAB
203
First American Bank
Illinois
$811K – – –
IIM
204
Ipswich Investment Management
Massachusetts
$798K – – –
AT
205
Arden Trust
Delaware
$797K +$75.6K +1,153 +10%
PIC
206
Portland Investment Counsel
Ontario, Canada
$794K – – –
AP
207
AHL Partners
United Kingdom
$785K +$309K +4,712 +65%
OWP
208
Obermeyer Wealth Partners
Colorado
$741K -$1.31K -20 -0.2%
1IA
209
1834 Investment Advisors
Wisconsin
$722K -$253K -3,853 -26%
SI
210
Stephens Inc
Arkansas
$700K +$12.5K +190 +2%
BOH
211
Bank of Hawaii
Hawaii
$686K -$38.4K -585 -5%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$681K -$9.72M -148,271 -93%
CS
213
Credential Securities
$680K -$81.4K -1,242 -11%
SBSB
214
Sullivan, Bruyette, Speros & Blaney
Virginia
$672K +$672K +10,241 New
Natixis Advisors
215
Natixis Advisors
Massachusetts
$672K +$672K +10,242 New
TYCC
216
Texas Yale Capital Corp
Florida
$656K – – –
CAM
217
CGOV Asset Management
Ontario, Canada
$656K +$656K +7,627 New
ABC
218
Associated Banc-Corp
Wisconsin
$648K -$239K -3,640 -27%
DDPIC
219
Deroy & Devereaux Private Investment Counsel
Michigan
$638K – – –
AC
220
Amici Capital
New York
$616K -$8.28M -126,364 -93%
LNWWM
221
Laird Norton Wetherby Wealth Management
California
$585K +$24.8K +378 +4%
HCM
222
Hilton Capital Management
New York
$567K +$567K +8,649 New
PAMU
223
Pictet Asset Management (UK)
United Kingdom
$521K -$144K -2,200 -22%
AIG
224
American International Group
New York
$498K +$498K +7,598 New
TIM
225
Thompson Investment Management
Wisconsin
$478K -$9.85K -150 -2%
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