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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
201
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.09M -$112K -1,528 -9%
BA
202
Boston Advisors
Massachusetts
$1.08M -$4.04K -55 -0.4%
CFMC
203
Curbstone Financial Management Corp
New Hampshire
$1.08M -$7.35K -100 -0.7%
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$1.06M -$661 -9 -0.1%
B
205
Barings
North Carolina
$1.05M +$419K +5,700 +66%
AT
206
Arden Trust
Delaware
$1.04M -$86.1K -1,173 -8%
MML Investors Services
207
MML Investors Services
Massachusetts
$1.04M -$68.8K -936 -6%
FA
208
FDx Advisors
Illinois
$1.03M -$123K -1,678 -11%
ACS
209
Archford Capital Strategies
Illinois
$1.02M -$20.8K -283 -2%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$1.01M +$1.01M +13,703 New
DVM
211
Dreman Value Management
Florida
$982K -$157K -2,140 -14%
FCI
212
Financial Counselors Inc
Kansas
$955K -$64.4K -877 -6%
SI
213
Stephens Inc
Arkansas
$932K +$162K +2,200 +21%
FAB
214
First American Bank
Illinois
$901K – – –
MSAM
215
Moloney Securities Asset Management
Missouri
$878K -$14.4K -196 -2%
Squarepoint
216
Squarepoint
New York
$878K +$878K +11,954 New
MIM
217
Manitou Investment Management
Ontario, Canada
$841K +$841K +11,466 New
CG
218
Caprock Group
Idaho
$827K +$109K +1,479 +15%
IIM
219
Ipswich Investment Management
Massachusetts
$826K -$64.1K -873 -7%
TYCC
220
Texas Yale Capital Corp
Florida
$821K – – –
CAM
221
CGOV Asset Management
Ontario, Canada
$821K – – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$801K -$85.9K -1,170 -10%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$794K +$28.2K +384 +4%
CS
224
Credential Securities
$749K -$43K -587 -5%
LOAME
225
Lombard Odier Asset Management (Europe)
United Kingdom
$709K – – –
7 8
9
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