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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$151M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$145M
3
IIM
Intact Investment Management
Quebec, Canada
+$89.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$73M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$56.8M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPPM
251
North Point Portfolio Managers
Ohio
$342K – – –
RB
252
Rodgers Brothers
Pennsylvania
$339K +$268 +4 +0.1%
OWD
253
Osborn Williams & Donohoe
Ohio
$337K +$8.51K +127 +3%
RHBC
254
R.H. Bluestein & Co
Michigan
$335K – – –
CB
255
Chemical Bank
Michigan
$335K – – –
Prudential Financial
256
Prudential Financial
New Jersey
$320K – – –
Creative Planning
257
Creative Planning
Kansas
$301K +$57.9K +862 +24%
WTNA
258
Wilmington Trust National Association
Delaware
$290K +$63.7K +948 +28%
FWIA
259
Fort Washington Investment Advisors
Ohio
$289K – – –
VanEck Associates
260
VanEck Associates
New York
$288K -$39.7K -593 -12%
FMBTD
261
First Midwest Bank Trust Division
Illinois
$287K – – –
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$287K +$18.5K +276 +7%
NES
263
New England Securities
New York
$282K +$30.4K +453 +12%
BOS
264
Bank of Stockton
California
$277K -$73.9K -1,100 -21%
SBWIC
265
Schaper Benz & Wise Investment Counsel
Wisconsin
$276K -$13.4K -200 -5%
T. Rowe Price Associates
266
T. Rowe Price Associates
Maryland
$275K +$275K +4,104 New
BO
267
Bank OZK
Arkansas
$263K -$5.35K -80 -2%
PRCM
268
Pine River Capital Management
Minnesota
$263K +$263K +3,553 New
OC
269
Oppenheimer & Co
New York
$260K +$1.68K +25 +0.6%
HJA
270
Hugh Johnson Advisors
New York
$260K +$37.2K +555 +17%
LFG
271
LifePlan Financial Group
Ohio
$249K +$31.9K +475 +15%
GA
272
Geneva Advisors
Illinois
$245K – – –
Natixis Advisors
273
Natixis Advisors
Massachusetts
$243K +$243K +3,627 New
MJP
274
Michael J. Puzo
$235K – – –
DWT
275
Dorsey & Whitney Trust
South Dakota
$235K +$235K +3,500 New
9 10
11
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