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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$493K 7,395 -95 -1%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$482K 7,233 -148 -2%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$455K 6,431 +6,431 New
AIG
229
American International Group
New York
$454K 6,814 -328 -5%
DADC
230
D.A. Davidson & Co
Montana
$453K 6,818 +651 +11%
BC
231
Brookfield Corp
Ontario, Canada
$453K 6,800 +1,300 +24%
PAI
232
Pittenger & Anderson Inc
Nebraska
$450K 6,750 – –
AT
233
Arden Trust
Delaware
$448K 6,715 +6,715 New
OC
234
Oarsman Capital
Wisconsin
$443K 6,639 +50 +0.8%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$440K 6,601 -835 -11%
GCA
236
Gideon Capital Advisors
New York
$435K 6,137 +6,137 New
MBI
237
Montrusco Bolton Investments
Quebec, Canada
$423K 6,350 – –
HFS
238
HL Financial Services
Kentucky
$407K 6,105 +6,105 New
QI
239
QS Investors
New York
$403K 5,700 -1,052 -16%
HI
240
Hudock Inc
Pennsylvania
$399K 5,980 +38 +0.6%
SC
241
Savant Capital
Illinois
$387K 5,800 -200 -3%
AIA
242
Avalon Investment & Advisory
Texas
$384K 5,758 -42 -0.7%
JIC
243
Johnson Investment Counsel
Ohio
$376K 5,655 – –
KJHP
244
K.J. Harrison & Partners
Ontario, Canada
$356K 5,023 -1,942 -28%
QT
245
Quantbot Technologies
New York
$353K 5,300 +5,300 New
BOS
246
Bank of Stockton
California
$349K 5,225 -275 -5%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$343K 5,149 -700 -12%
NPPM
248
North Point Portfolio Managers
Ohio
$340K 5,105 – –
RB
249
Rodgers Brothers
Pennsylvania
$337K 5,057 -147 -3%
RHBC
250
R.H. Bluestein & Co
Michigan
$333K 5,000 – –
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