BMO icon

Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
276
OFI Advisors
Pennsylvania
$76K -$16K -238 -17%
WC
277
Whitnell & Co
Illinois
$68K – – –
SC
278
SouthState Corp
Florida
$63K +$63K +940 New
RNS
279
Robert N. Shapiro
$57K – – –
SSB
280
Sandy Spring Bank
Maryland
$55K +$2.43K +37 +5%
Bessemer Group
281
Bessemer Group
New Jersey
$55K +$53K +800 +2,667%
LNB
282
Ledyard National Bank
$53K – – –
CPA
283
Cowen Prime Advisors
New York
$50K – – –
Citadel Advisors
284
Citadel Advisors
Florida
$46K -$2.62M -39,059 -98%
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$36K -$1.97K -29 -5%
GT
286
Glenmede Trust
Pennsylvania
$36K – – –
KPCM
287
Kings Point Capital Management
New York
$35K – – –
WCM
288
Windsor Capital Management
Arizona
$33K – – –
FAM
289
Fred Alger Management
New York
$31K -$948 -14 -3%
DIA
290
Davidson Investment Advisors
Montana
$28K – – –
FNBT
291
FineMark National Bank & Trust
Florida
$24K +$20.1K +296 +519%
QAM
292
QCI Asset Management
New York
$23K – – –
PSUF
293
People's United Financial
Connecticut
$22K +$11.3K +170 +106%
FBC
294
Fairfield, Bush & Co
Connecticut
$18K – – –
FBT
295
Founders Bank & Trust
Michigan
$17K – – –
FHA
296
First Horizon Advisors
Tennessee
$17K +$17K +254 New
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$1.92K -29 -11%
MBT
298
Monroe Bank & Trust
Michigan
$13K – – –
BC
299
Bartlett & Co
Ohio
$12K – – –
CPS
300
Counsel Portfolio Services
Ontario, Canada
$10.6K -$1.85K -27,700 -15%
10 11
12
13 14