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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
TT
276
Tower Trust
Indiana
$230K 3,440 +425 +14%
SC
277
SouthState Corp
Florida
$228K 3,420 +2,480 +264%
CBU
278
CIBC Bank USA
Illinois
$224K 3,350 – –
ACM
279
Ativo Capital Management
Illinois
$224K 3,361 +3,361 New
WTNA
280
Wilmington Trust National Association
Delaware
$224K 3,370 +3,370 New
HJA
281
Hugh Johnson Advisors
New York
$222K 3,328 +3,328 New
CAM
282
Columbia Asset Management
Michigan
$220K 3,300 +3,300 New
FBFS
283
First Business Financial Services
Wisconsin
$219K 3,290 – –
B
284
BancorpSouth
Mississippi
$217K 3,248 -17 -0.5%
LFG
285
LifePlan Financial Group
Ohio
$216K 3,235 +500 +18%
NAMA
286
Nikko Asset Management Americas
New York
$212K 3,000 +3,000 New
SC
287
Sumit Capital
New York
$206K 3,085 +3,085 New
PTC
288
Private Trust Company
Ohio
$204K 3,063 – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$194K 2,904 -131 -4%
ACM
290
Aviance Capital Management
Florida
$185K 2,770 +2,670 +2,670%
HNB
291
Huntington National Bank
Ohio
$170K 2,563 +17 +0.7%
PAM
292
Panagora Asset Management
Massachusetts
$150K 2,248 – –
BFA
293
BlackRock Fund Advisors
California
$144K 2,154 -38 -2%
KTC
294
Kistler-Tiffany Companies
Pennsylvania
$141K 2,119 – –
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$131K 1,964 +36 +2%
DSC
296
Duncker Streett & Co
Missouri
$128K 1,925 – –
Lazard Asset Management
297
Lazard Asset Management
New York
$113K 1,700 – –
ST
298
Smithfield Trust
Pennsylvania
$105K 1,580 – –
SCG
299
Strategic Capital Group
Washington
$102K 1,523 – –
ClearBridge Investments
300
ClearBridge Investments
New York
$99K 1,490 – –
10 11
12
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