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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$856M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$255K +$255K +3,459 New
SGAM
277
Smith Group Asset Management
Texas
$253K – – –
CMBA
278
C.M. Bidwell & Associates
Hawaii
$252K +$252K +3,430 New
OC
279
Oppenheimer & Co
New York
$249K -$36.9K -500 -13%
TAM
280
Tocqueville Asset Management
New York
$243K +$243K +3,301 New
ACM
281
Ativo Capital Management
Illinois
$239K -$14.7K -199 -6%
TNB
282
Thomasville National Bank
Georgia
$238K – – –
CCA
283
Checchi Capital Advisers
California
$237K +$237K +3,221 New
FBFS
284
First Business Financial Services
Wisconsin
$231K -$11K -150 -5%
CBU
285
CIBC Bank USA
Illinois
$230K -$7.36K -100 -3%
BBHC
286
Brown Brothers Harriman & Co
New York
$227K -$292K -3,956 -56%
RB
287
Rodgers Brothers
Pennsylvania
$226K -$147K -1,996 -39%
NCMW
288
Northern Capital Management (Wisconsin)
Wisconsin
$222K – – –
DCM
289
Donaldson Capital Management
Indiana
$217K +$217K +2,950 New
VKH
290
Virtu KCG Holdings
New York
$216K -$537K -7,303 -71%
AP
291
Advisor Partners
California
$215K +$215K +2,927 New
FB
292
Fulton Bank
Pennsylvania
$201K +$201K +2,740 New
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$198K -$23.8K -324 -11%
PAM
294
Panagora Asset Management
Massachusetts
$165K – – –
BFA
295
BlackRock Fund Advisors
California
$158K -$737 -10 -0.5%
LTFS
296
Ladenburg Thalmann Financial Services
Florida
$157K +$22.3K +302 +17%
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$156K – – –
DSC
298
Duncker Streett & Co
Missouri
$135K -$6.39K -87 -5%
Lazard Asset Management
299
Lazard Asset Management
New York
$125K – – –
ClearBridge Investments
300
ClearBridge Investments
New York
$110K – – –
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