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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
251
Prudential Financial
New Jersey
$351K – – –
VanEck Associates
252
VanEck Associates
New York
$347K +$8.83K +120 +3%
HI
253
Hudock Inc
Pennsylvania
$347K +$55.8K +757 +19%
NPC
254
National Planning Corporation
California
$342K -$67K -921 -16%
KFC
255
Klingenstein Fields & Co
New York
$330K – – –
LNWWM
256
Laird Norton Wetherby Wealth Management
California
$324K +$13.6K +185 +4%
FMBTD
257
First Midwest Bank Trust Division
Illinois
$311K – – –
JPMPWA
258
J.P. Morgan Private Wealth Advisors
California
$310K +$55.7K +757 +22%
FBFS
259
First Business Financial Services
Wisconsin
$310K +$78.8K +1,070 +34%
ONB
260
Old National Bancorp
Indiana
$309K -$7.38K -100 -2%
JAM
261
JCIC Asset Management
Ontario, Canada
$308K -$311K -4,225 -50%
ACP
262
Ashfield Capital Partners
California
$304K – – –
BOS
263
Bank of Stockton
California
$298K – – –
CAM
264
Columbia Asset Management
Michigan
$289K – – –
SBWIC
265
Schaper Benz & Wise Investment Counsel
Wisconsin
$286K -$13.8K -188 -5%
HJA
266
Hugh Johnson Advisors
New York
$286K +$4.65K +63 +2%
BO
267
Bank OZK
Arkansas
$279K -$147 -2 -0.1%
MJP
268
Michael J. Puzo
$276K +$18.4K +250 +7%
LFG
269
LifePlan Financial Group
Ohio
$273K – – –
Nomura Asset Management
270
Nomura Asset Management
Japan
$271K – – –
GA
271
Geneva Advisors
Illinois
$269K +$74 +1 +0%
LPT
272
Legacy Private Trust
Wisconsin
$266K -$11.1K -151 -4%
PJSIMP
273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K -$383K -5,200 -59%
DWT
274
Dorsey & Whitney Trust
South Dakota
$258K – – –
DHFB
275
Dixon Hubard Feinour & Brown
Virginia
$257K – – –
9 10
11
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