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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
LOCC
226
Lombard Odier & Cie (Canada)
Quebec, Canada
$536K – – –
BFS
227
Baskin Financial Services
Ontario, Canada
$533K +$533K +7,960 New
CCMG
228
Clark Capital Management Group
Pennsylvania
$505K +$505K +7,541 New
OC
229
Oarsman Capital
Wisconsin
$498K +$53.4K +798 +12%
TCOV
230
Trust Company of Vermont
Vermont
$493K -$2.68K -40 -0.5%
NL
231
NWAM LLC
Washington
$489K +$203K +3,029 +71%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$485K +$201 +3 +0%
IIM
233
Ipswich Investment Management
Massachusetts
$482K -$93.7K -1,400 -16%
BBHC
234
Brown Brothers Harriman & Co
New York
$471K +$471K +7,035 New
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$467K +$24.5K +365 +6%
Citadel Advisors
236
Citadel Advisors
Florida
$463K -$619K -9,238 -57%
PAI
237
Pittenger & Anderson Inc
Nebraska
$452K – – –
BC
238
Brookfield Corp
Ontario, Canada
$451K – – –
DTL
239
Dynamic Technology Lab
Singapore
$433K -$314K -4,702 -42%
MBI
240
Montrusco Bolton Investments
Quebec, Canada
$426K – – –
DADC
241
D.A. Davidson & Co
Montana
$423K -$31.2K -468 -7%
AIA
242
Avalon Investment & Advisory
Texas
$423K +$37.4K +558 +10%
QI
243
QS Investors
New York
$422K – – –
MIC
244
MU Investments Company
Japan
$412K -$95.2K -1,430 -19%
SC
245
Savant Capital
Illinois
$389K – – –
NPC
246
National Planning Corporation
California
$387K +$120K +1,787 +45%
JIC
247
Johnson Investment Counsel
Ohio
$378K – – –
KJHP
248
K.J. Harrison & Partners
Ontario, Canada
$369K +$34.2K +513 +10%
QIM
249
Quantitative Investment Management
Virginia
$348K +$348K +5,200 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$345K – – –
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