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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
251
CIBC Bank USA
Illinois
$224K -$124K -1,850 -36%
FBFS
252
First Business Financial Services
Wisconsin
$220K -$40.6K -607 -16%
B
253
BancorpSouth
Mississippi
$218K +$218K +3,265 New
NES
254
New England Securities
New York
$213K +$867 +13 +0.4%
PTC
255
Private Trust Company
Ohio
$205K +$174K +2,598 +559%
CRC
256
Curi RMB Capital
Illinois
$204K -$70.7K -1,057 -26%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$203K +$12.6K +189 +7%
TT
258
Tower Trust
Indiana
$202K +$202K +3,015 New
KFS
259
Kurt F. Somerville
$200K +$200K +3,000 New
LFG
260
LifePlan Financial Group
Ohio
$183K +$174K +2,606 +2,020%
HNB
261
Huntington National Bank
Ohio
$170K -$15K -225 -8%
TRCT
262
Tower Research Capital (TRC)
New York
$167K -$1.29M -19,262 -88%
BCM
263
Breithorn Capital Management
New York
$166K +$166K +2,490 New
PAM
264
Panagora Asset Management
Massachusetts
$150K – – –
BFA
265
BlackRock Fund Advisors
California
$146K -$53.6K -805 -27%
KTC
266
Kistler-Tiffany Companies
Pennsylvania
$142K – – –
DSC
267
Duncker Streett & Co
Missouri
$129K – – –
LTFS
268
Ladenburg Thalmann Financial Services
Florida
$129K +$4.08K +61 +3%
Nomura Holdings
269
Nomura Holdings
Japan
$120K +$120K +1,800 New
Lazard Asset Management
270
Lazard Asset Management
New York
$113K -$3.72K -56 -3%
ST
271
Smithfield Trust
Pennsylvania
$106K – – –
LIA
272
LS Investment Advisors
Michigan
$105K -$1.68K -25 -2%
SCG
273
Strategic Capital Group
Washington
$102K – – –
ClearBridge Investments
274
ClearBridge Investments
New York
$100K -$34.2K -510 -26%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.7K +$1.64K +23,808 +2%
9 10
11
12 13