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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
RHBC
251
R.H. Bluestein & Co
Michigan
$333K 5,000 – –
FB
252
Fulton Bank
Pennsylvania
$329K 4,941 +407 +9%
OWD
253
Osborn Williams & Donohoe
Ohio
$327K 4,901 – –
VanEck Associates
254
VanEck Associates
New York
$326K 4,892 -589 -11%
VKH
255
Virtu KCG Holdings
New York
$323K 4,842 -460,112 -99%
SAM
256
Symphony Asset Management
California
$322K 4,830 +4,830 New
Prudential Financial
257
Prudential Financial
New Jersey
$318K 4,770 – –
SBWIC
258
Schaper Benz & Wise Investment Counsel
Wisconsin
$288K 4,313 -732 -15%
FWIA
259
Fort Washington Investment Advisors
Ohio
$287K 4,306 – –
FMBTD
260
First Midwest Bank Trust Division
Illinois
$286K 4,282 – –
NL
261
NWAM LLC
Washington
$285K 4,269 -2,296 -35%
LRPA
262
L. Roy Papp & Associates
Arizona
$272K 4,083 – –
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$267K 4,001 -30 -0.7%
BO
264
Bank OZK
Arkansas
$267K 4,010 +640 +19%
NPC
265
National Planning Corporation
California
$265K 3,975 +424 +12%
Nomura Asset Management
266
Nomura Asset Management
Japan
$260K 3,900 – –
OC
267
Oppenheimer & Co
New York
$257K 3,850 -200 -5%
NES
268
New England Securities
New York
$250K 3,752 +558 +17%
TNB
269
Thomasville National Bank
Georgia
$247K 3,705 -440 -11%
GA
270
Geneva Advisors
Illinois
$244K 3,653 -267 -7%
Creative Planning
271
Creative Planning
Kansas
$242K 3,623 -481 -12%
JPMPWA
272
J.P. Morgan Private Wealth Advisors
California
$237K 3,558 +3,558 New
SGAM
273
Smith Group Asset Management
Texas
$235K 3,527 – –
MJP
274
Michael J. Puzo
$233K 3,500 – –
DHFB
275
Dixon Hubard Feinour & Brown
Virginia
$233K 3,488 – –
9 10
11
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