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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$151M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$145M
3
IIM
Intact Investment Management
Quebec, Canada
+$89.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$73M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$56.8M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHFB
276
Dixon Hubard Feinour & Brown
Virginia
$234K – – –
PAG
277
Private Advisor Group
New Jersey
$232K +$232K +3,459 New
TT
278
Tower Trust
Indiana
$231K – – –
ACM
279
Ativo Capital Management
Illinois
$231K +$5.5K +82 +2%
SGAM
280
Smith Group Asset Management
Texas
$230K -$6.02K -90 -3%
PHS
281
Pekin Hardy Strauss
Illinois
$230K +$230K +3,433 New
PFP
282
Pinnacle Financial Partners
Tennessee
$230K +$230K +3,434 New
SGH
283
Schonfeld Group Holdings
New York
$228K +$228K +3,400 New
CAM
284
Columbia Asset Management
Michigan
$221K – – –
FBFS
285
First Business Financial Services
Wisconsin
$220K – – –
TNB
286
Thomasville National Bank
Georgia
$216K -$31.8K -475 -13%
CBU
287
CIBC Bank USA
Illinois
$216K -$8.37K -125 -4%
B
288
BancorpSouth
Mississippi
$211K -$7.05K -105 -3%
PTC
289
Private Trust Company
Ohio
$205K – – –
NCMW
290
Northern Capital Management (Wisconsin)
Wisconsin
$203K +$203K +3,022 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$202K +$7.37K +110 +4%
HI
292
Hudock Inc
Pennsylvania
$174K -$226K -3,380 -57%
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172K +$89.3K +1,207,278 +107%
PAM
294
Panagora Asset Management
Massachusetts
$151K – – –
BFA
295
BlackRock Fund Advisors
California
$144K – – –
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$142K – – –
DSC
297
Duncker Streett & Co
Missouri
$129K – – –
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$122K -$9.22K -138 -7%
Lazard Asset Management
299
Lazard Asset Management
New York
$113K – – –
ST
300
Smithfield Trust
Pennsylvania
$106K – – –
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