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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$894M
4
CA
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
201
Zurich Insurance Group
Switzerland
$1.08M +$1.08M +14,300 New
FA
202
FDx Advisors
Illinois
$1.06M -$2.27K -30 -0.2%
AT
203
Arden Trust
Delaware
$1.05M -$22.7K -300 -2%
MML Investors Services
204
MML Investors Services
Massachusetts
$1.04M -$24.6K -325 -2%
DVM
205
Dreman Value Management
Florida
$1.01M – – –
BB
206
Busey Bank
Illinois
$1.01M +$1.01M +13,276 New
SI
207
Stephens Inc
Arkansas
$991K +$30K +396 +3%
MIM
208
Manitou Investment Management
Ontario, Canada
$961K +$93.4K +1,235 +11%
ARTA
209
A.R.T. Advisors
New York
$946K -$242K -3,200 -20%
FAB
210
First American Bank
Illinois
$929K – – –
FCI
211
Financial Counselors Inc
Kansas
$920K -$65.3K -862 -7%
MSAM
212
Moloney Securities Asset Management
Missouri
$891K -$14.8K -196 -2%
QT
213
Quantbot Technologies
New York
$866K +$866K +11,440 New
Creative Planning
214
Creative Planning
Kansas
$862K +$161K +2,124 +23%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$855K +$36.6K +484 +4%
CG
216
Caprock Group
Idaho
$850K -$2.65K -35 -0.3%
TYCC
217
Texas Yale Capital Corp
Florida
$846K – – –
CS
218
Credential Securities
$825K +$50.6K +668 +7%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$821K -$5.07K -67 -0.6%
IIM
220
Ipswich Investment Management
Massachusetts
$799K -$53K -700 -6%
SGI
221
Summit Global Investments
Utah
$792K +$86.3K +1,140 +12%
LNWWM
222
Laird Norton Wetherby Wealth Management
California
$743K +$25.1K +331 +3%
AG
223
Advisor Group
Arizona
$706K -$19K -251 -3%
LOAME
224
Lombard Odier Asset Management (Europe)
United Kingdom
$704K – – –
CI
225
Cigna Investments
Connecticut
$701K +$701K +9,230 New
7 8
9
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