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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
251
Osborn Williams & Donohoe
Ohio
$347K – – –
FWIA
252
Fort Washington Investment Advisors
Ohio
$346K – – –
GA
253
Geneva Advisors
Illinois
$339K +$80.3K +1,135 +31%
Prudential Financial
254
Prudential Financial
New Jersey
$337K – – –
Citadel Advisors
255
Citadel Advisors
Florida
$336K -$610K -8,613 -64%
MIC
256
MU Investments Company
Japan
$336K – – –
Creative Planning
257
Creative Planning
Kansas
$334K -$304K -4,300 -48%
JPMPWA
258
J.P. Morgan Private Wealth Advisors
California
$330K +$31.6K +447 +11%
NL
259
NWAM LLC
Washington
$323K -$137K -1,940 -30%
KFC
260
Klingenstein Fields & Co
New York
$317K – – –
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$316K +$4.95K +70 +2%
SI
262
SII Investments
Wisconsin
$315K -$165K -2,333 -34%
CMBA
263
C.M. Bidwell & Associates
Hawaii
$310K +$67.2K +950 +28%
Wellington Management Group
264
Wellington Management Group
Massachusetts
$308K -$401K -5,639 -57%
WA
265
WFG Advisors
Texas
$306K +$149K +2,104 +95%
NERM
266
New England Research & Management
Illinois
$297K -$552K -7,800 -65%
ACP
267
Ashfield Capital Partners
California
$292K – – –
BOS
268
Bank of Stockton
California
$286K – – –
FMBTD
269
First Midwest Bank Trust Division
Illinois
$285K -$14.2K -200 -5%
JAM
270
JCIC Asset Management
Ontario, Canada
$285K -$10.6K -150 -4%
PTC
271
Private Trust Company
Ohio
$285K – – –
FBFS
272
First Business Financial Services
Wisconsin
$284K -$14.2K -200 -5%
CAM
273
Columbia Asset Management
Michigan
$284K +$6.37K +90 +2%
HJA
274
Hugh Johnson Advisors
New York
$278K +$3.68K +52 +1%
ONB
275
Old National Bancorp
Indiana
$274K -$22.3K -315 -8%
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11
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