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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.8M
3
EAM
3
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
4
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
226
VOYA Investment Management
Georgia
$526K – – –
OC
227
Oarsman Capital
Wisconsin
$522K -$58.2K -824 -10%
TCOV
228
Trust Company of Vermont
Vermont
$520K -$4.03K -57 -0.8%
CR
229
Cooperatieve Rabobank
Netherlands
$512K -$70.8K -1,000 -12%
PAG
230
Private Advisor Group
New Jersey
$511K +$141K +2,000 +38%
IIM
231
Ipswich Investment Management
Massachusetts
$495K -$14.1K -200 -3%
SBH
232
Segall Bryant & Hamill
Illinois
$492K – – –
BFEC
233
Benjamin F. Edwards & Company
Missouri
$492K +$57.3K +810 +13%
SI
234
Stephens Inc
Arkansas
$487K +$36.1K +510 +8%
FAAS
235
First Allied Advisory Services
California
$487K +$126K +1,766 +35%
Parallax Volatility Advisers
236
Parallax Volatility Advisers
California
$486K +$486K +6,867 New
NES
237
New England Securities
New York
$485K +$139K +1,965 +40%
MPI
238
Mairs & Power Inc
Minnesota
$484K +$14.2K +200 +3%
KJHP
239
K.J. Harrison & Partners
Ontario, Canada
$461K +$80.4K +1,135 +21%
ACP
240
Aviance Capital Partners
Florida
$456K -$198K -2,800 -30%
MBI
241
Montrusco Bolton Investments
Quebec, Canada
$451K – – –
JIC
242
Johnson Investment Counsel
Ohio
$425K – – –
BBHC
243
Brown Brothers Harriman & Co
New York
$408K +$190K +2,685 +87%
SC
244
Savant Capital
Illinois
$407K – – –
LFG
245
LifePlan Financial Group
Ohio
$385K +$122K +1,728 +47%
BCA
246
Bray Capital Advisors
Florida
$385K +$385K +5,450 New
NPC
247
National Planning Corporation
California
$374K +$57.8K +859 +18%
RHBC
248
R.H. Bluestein & Co
Michigan
$354K – – –
NPPM
249
North Point Portfolio Managers
Ohio
$354K – – –
MMPW
250
Mitchell McLeod Pugh & Williams
Alabama
$354K +$354K +5,000 New
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10
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