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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
APG Asset Management
Netherlands
$38.9M
5
AL
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
DVM
201
Dreman Value Management
Florida
$1.12M +$24K +334 +2%
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$1.11M -$1.12M -15,565 -50%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$1.06M +$48.2K +671 +5%
FCI
204
Financial Counselors Inc
Kansas
$1.05M +$1.05M +14,660 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$1.05M -$124K -1,719 -11%
BA
206
Boston Advisors
Massachusetts
$1.04M +$88.8K +1,235 +9%
ARTA
207
A.R.T. Advisors
New York
$1.04M +$697K +9,700 +206%
William Blair & Company
208
William Blair & Company
Illinois
$986K -$144K -2,004 -13%
AT
209
Arden Trust
Delaware
$967K +$92.6K +1,287 +11%
BB
210
Busey Bank
Illinois
$958K -$20.8K -289 -2%
MSAM
211
Moloney Securities Asset Management
Missouri
$888K +$888K +12,344 New
FAB
212
First American Bank
Illinois
$883K -$7.2K -100 -0.8%
IIM
213
Ipswich Investment Management
Massachusetts
$876K – – –
SI
214
Stephens Inc
Arkansas
$836K +$68.5K +952 +9%
BCM
215
Bayesian Capital Management
New York
$819K +$819K +11,391 New
CS
216
Credential Securities
$757K +$10.8K +150 +1%
BOH
217
Bank of Hawaii
Hawaii
$744K -$7.98K -111 -1%
CAM
218
CGOV Asset Management
Ontario, Canada
$737K – – –
TYCC
219
Texas Yale Capital Corp
Florida
$732K +$12.6K +175 +2%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$719K +$719K +9,980 New
SBSB
221
Sullivan, Bruyette, Speros & Blaney
Virginia
$702K -$34.1K -475 -5%
PRCM
222
Pine River Capital Management
Minnesota
$693K -$406K -4,200 -37%
AC
223
Amici Capital
New York
$676K – – –
PP
224
Paloma Partners
Connecticut
$664K -$600K -8,342 -47%
Creative Planning
225
Creative Planning
Kansas
$664K +$174K +2,419 +36%
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