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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
251
NWAM LLC
Washington
$276K – – –
LOAMS
252
Lombard Odier Asset Management (Switzerland)
Switzerland
$273K -$399K -7,249 -59%
RHBC
253
R.H. Bluestein & Co
Michigan
$273K – – –
NPPM
254
North Point Portfolio Managers
Ohio
$273K – – –
NPC
255
National Planning Corporation
California
$267K -$47.7K -826 -15%
KIA
256
KCM Investment Advisors
California
$265K -$38.1K -700 -13%
MPI
257
Mairs & Power Inc
Minnesota
$260K -$74.9K -1,376 -22%
Prudential Financial
258
Prudential Financial
New Jersey
$260K – – –
OWD
259
Osborn Williams & Donohoe
Ohio
$259K – – –
LOCC
260
Lombard Odier & Cie (Canada)
Quebec, Canada
$250K -$152K -2,800 -38%
FAAS
261
First Allied Advisory Services
California
$250K -$36.6K -673 -13%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$249K -$233K -3,159 -48%
KFC
263
Klingenstein Fields & Co
New York
$245K – – –
PAG
264
Private Advisor Group
New Jersey
$244K +$44.8K +822 +22%
NERM
265
New England Research & Management
Illinois
$236K -$5.46K -100 -2%
LTFS
266
Ladenburg Thalmann Financial Services
Florida
$233K -$28.1K -519 -11%
VanEck Associates
267
VanEck Associates
New York
$233K +$191K +3,485 +453%
CR
268
Cooperatieve Rabobank
Netherlands
$231K – – –
SC
269
Savant Capital
Illinois
$225K -$34.3K -628 -13%
SI
270
SII Investments
Wisconsin
$225K -$3K -55 -1%
MIC
271
MU Investments Company
Japan
$216K – – –
WA
272
WFG Advisors
Texas
$215K +$11.8K +216 +6%
HJA
273
Hugh Johnson Advisors
New York
$214K +$1.58K +29 +0.7%
FMBTD
274
First Midwest Bank Trust Division
Illinois
$209K – – –
QI
275
QS Investors
New York
$178K +$5.44K +100 +3%
9 10
11
12 13