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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPPM
226
North Point Portfolio Managers
Ohio
$341K – – –
SBWIC
227
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K -$8.35K -125 -2%
RHBC
228
R.H. Bluestein & Co
Michigan
$334K – – –
CB
229
Chemical Bank
Michigan
$334K – – –
OWD
230
Osborn Williams & Donohoe
Ohio
$327K – – –
Prudential Financial
231
Prudential Financial
New Jersey
$319K – – –
FB
232
Fulton Bank
Pennsylvania
$303K +$24.3K +363 +9%
FWIA
233
Fort Washington Investment Advisors
Ohio
$288K -$61.6K -921 -18%
FMBTD
234
First Midwest Bank Trust Division
Illinois
$286K -$6.68K -100 -2%
TCM
235
Tetrem Capital Management
Manitoba, Canada
$282K – – –
RhumbLine Advisers
236
RhumbLine Advisers
Massachusetts
$282K +$282K +4,220 New
TNB
237
Thomasville National Bank
Georgia
$277K +$277K +4,145 New
Creative Planning
238
Creative Planning
Kansas
$274K -$9.95K -149 -4%
LRPA
239
L. Roy Papp & Associates
Arizona
$273K – – –
OC
240
Oppenheimer & Co
New York
$271K +$271K +4,050 New
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$269K +$269K +4,031 New
GA
242
Geneva Advisors
Illinois
$262K – – –
Nomura Asset Management
243
Nomura Asset Management
Japan
$261K – – –
SCM
244
Stevens Capital Management
Pennsylvania
$250K +$250K +3,744 New
NPC
245
National Planning Corporation
California
$239K +$4.38K +65 +2%
SGAM
246
Smith Group Asset Management
Texas
$236K – – –
MJP
247
Michael J. Puzo
$234K – – –
DHFB
248
Dixon Hubard Feinour & Brown
Virginia
$233K – – –
PNC
249
Park National Corp
Ohio
$229K +$229K +3,420 New
BO
250
Bank OZK
Arkansas
$225K +$225K +3,370 New
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