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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$570K – – –
HighTower Advisors
227
HighTower Advisors
Illinois
$556K -$4.14M -56,198 -88%
TCOV
228
Trust Company of Vermont
Vermont
$546K -$7.89K -107 -1%
VOYA Investment Management
229
VOYA Investment Management
Georgia
$546K – – –
BFS
230
Baskin Financial Services
Ontario, Canada
$544K – – –
IIM
231
Ipswich Investment Management
Massachusetts
$530K -$228K -3,100 -30%
SBH
232
Segall Bryant & Hamill
Illinois
$512K – – –
SI
233
SII Investments
Wisconsin
$501K -$1.02M -13,761 -67%
MPI
234
Mairs & Power Inc
Minnesota
$489K – – –
NL
235
NWAM LLC
Washington
$479K -$10.8K -146 -2%
SI
236
Stephens Inc
Arkansas
$470K +$470K +6,378 New
MBI
237
Montrusco Bolton Investments
Quebec, Canada
$468K – – –
BFEC
238
Benjamin F. Edwards & Company
Missouri
$453K +$73.7K +1,000 +19%
JIC
239
Johnson Investment Counsel
Ohio
$442K +$26.5K +360 +6%
SC
240
Savant Capital
Illinois
$424K – – –
QI
241
QS Investors
New York
$420K +$118K +1,600 +39%
KJHP
242
K.J. Harrison & Partners
Ontario, Canada
$395K -$10.7K -146 -3%
PAG
243
Private Advisor Group
New Jersey
$385K -$319K -4,339 -45%
FAAS
244
First Allied Advisory Services
California
$375K +$375K +5,086 New
NPPM
245
North Point Portfolio Managers
Ohio
$368K -$7.73K -105 -2%
RHBC
246
R.H. Bluestein & Co
Michigan
$368K – – –
OWD
247
Osborn Williams & Donohoe
Ohio
$361K -$9.36K -127 -3%
NES
248
New England Securities
New York
$361K +$8.26K +112 +2%
FWIA
249
Fort Washington Investment Advisors
Ohio
$360K – – –
MIC
250
MU Investments Company
Japan
$352K -$67K -910 -16%
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10
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