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Bank of Montreal
BMO

Overview Fund Activity

318 hedge funds and large institutions have $16.7B invested in Bank of Montreal in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$155M
Net Calls
+$7.59M
Net Calls Change
+$7.59M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
251
Nomura Asset Management
Japan
$226K +$226K +3,900 New
CIP
252
Convergence Investment Partners
Florida
$217K +$217K +3,741 New
SGAM
253
Smith Group Asset Management
Texas
$205K +$205K +3,527 New
NPC
254
National Planning Corporation
California
$204K +$204K +3,486 New
MJP
255
Michael J. Puzo
$203K +$203K +3,500 New
DHFB
256
Dixon Hubard Feinour & Brown
Virginia
$202K +$202K +3,488 New
NCMW
257
Northern Capital Management (Wisconsin)
Wisconsin
$201K +$201K +3,472 New
NES
258
New England Securities
New York
$185K +$185K +3,181 New
MA
259
MUFG Americas
New York
$175K +$175K +3,011 New
BFA
260
BlackRock Fund Advisors
California
$174K +$174K +2,997 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$165K +$165K +2,846 New
HNB
262
Huntington National Bank
Ohio
$160K +$160K +2,771 New
ACM
263
Antonetti Capital Management
Florida
$147K +$147K +2,525 New
TSWM
264
Triangle Securities Wealth Management
North Carolina
$136K +$136K +2,350 New
PAM
265
Panagora Asset Management
Massachusetts
$130K +$130K +2,248 New
KTC
266
Kistler-Tiffany Companies
Pennsylvania
$123K +$123K +2,119 New
ClearBridge Investments
267
ClearBridge Investments
New York
$117K +$117K +2,000 New
DSC
268
Duncker Streett & Co
Missouri
$112K +$112K +1,925 New
LTFS
269
Ladenburg Thalmann Financial Services
Florida
$108K +$108K +1,867 New
Lazard Asset Management
270
Lazard Asset Management
New York
$101K +$101K +1,756 New
ST
271
Smithfield Trust
Pennsylvania
$92K +$92K +1,580 New
LIA
272
LS Investment Advisors
Michigan
$92K +$92K +1,591 New
SCG
273
Strategic Capital Group
Washington
$88K +$88K +1,523 New
OA
274
OFI Advisors
Pennsylvania
$80K +$80K +1,370 New
WC
275
Whitnell & Co
Illinois
$59K +$59K +1,025 New
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