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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
$256K -$33.9K -460 -12%
CMBA
277
C.M. Bidwell & Associates
Hawaii
$253K – – –
SGAM
278
Smith Group Asset Management
Texas
$253K +$953 +13 +0.4%
CB
279
Chemical Bank
Michigan
$243K -$147K -2,000 -38%
TAM
280
Tocqueville Asset Management
New York
$242K -$735 -10 -0.3%
ACM
281
Ativo Capital Management
Illinois
$237K -$1.47K -20 -0.6%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$234K +$36.3K +494 +18%
DTL
283
Dynamic Technology Lab
Singapore
$234K +$234K +3,172 New
CAN
284
Cetera Advisor Networks
California
$233K +$233K +3,221 New
CBU
285
CIBC Bank USA
Illinois
$230K – – –
BBHC
286
Brown Brothers Harriman & Co
New York
$227K – – –
RB
287
Rodgers Brothers
Pennsylvania
$226K +$221 +3 +0.1%
NCMW
288
Northern Capital Management (Wisconsin)
Wisconsin
$222K – – –
DCM
289
Donaldson Capital Management
Indiana
$221K +$3.68K +50 +2%
GCA
290
Gideon Capital Advisors
New York
$215K +$215K +2,603 New
FB
291
Fulton Bank
Pennsylvania
$212K +$11.1K +151 +6%
MCM
292
Murphy Capital Management
New Jersey
$206K +$206K +2,800 New
DADC
293
D.A. Davidson & Co
Montana
$170K -$284K -3,874 -63%
WA
294
WFG Advisors
Texas
$164K +$66.6K +903 +68%
BFA
295
BlackRock Fund Advisors
California
$147K -$10.5K -143 -7%
LTFS
296
Ladenburg Thalmann Financial Services
Florida
$145K -$11.9K -161 -8%
MFS
297
MSI Financial Services
Massachusetts
$141K +$37K +501 +36%
TRCT
298
Tower Research Capital (TRC)
New York
$140K +$88.1K +1,196 +170%
DSC
299
Duncker Streett & Co
Missouri
$135K – – –
FANJ
300
Financial Architects (New Jersey)
New Jersey
$129K +$122K +1,825 +1,825%
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12
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