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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
MJP
276
Michael J. Puzo
$274K +$8.5K +120 +3%
TH
277
Timber Hill
Connecticut
$270K -$1.87M -26,442 -87%
BO
278
Bank OZK
Arkansas
$263K -$4.81K -68 -2%
SBWIC
279
Schaper Benz & Wise Investment Counsel
Wisconsin
$260K -$14.4K -204 -5%
TAM
280
Tocqueville Asset Management
New York
$257K +$24.3K +343 +10%
LPT
281
Legacy Private Trust
Wisconsin
$254K -$706 -10 -0.3%
DHFB
282
Dixon Hubard Feinour & Brown
Virginia
$247K – – –
Nomura Asset Management
283
Nomura Asset Management
Japan
$244K – – –
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$244K +$19.1K +271 +9%
CB
285
Chemical Bank
Michigan
$233K – – –
MC
286
Moors & Cabot
Massachusetts
$223K +$223K +3,158 New
HCM
287
Hall Capital Management
Rhode Island
$222K +$222K +3,150 New
CAN
288
Cetera Advisor Networks
California
$219K -$7.38K -105 -3%
DCM
289
Donaldson Capital Management
Indiana
$219K +$6.38K +90 +3%
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$218K +$218K +3,085 New
ACM
291
Ativo Capital Management
Illinois
$218K -$10.3K -146 -5%
RB
292
Rodgers Brothers
Pennsylvania
$217K +$283 +4 +0.1%
AP
293
Advisor Partners
California
$215K +$215K +2,966 New
DWT
294
Dorsey & Whitney Trust
South Dakota
$212K -$35.3K -500 -14%
FB
295
Fulton Bank
Pennsylvania
$212K +$7.64K +108 +4%
CCA
296
Checchi Capital Advisers
California
$211K +$211K +2,987 New
HI
297
Hudock Inc
Pennsylvania
$194K -$139K -1,961 -42%
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$194K +$54.9K +777 +40%
EAMA
299
EFG Asset Management (Americas)
Florida
$177K +$177K +2,510 New
SSB
300
Sandy Spring Bank
Maryland
$170K +$113K +1,600 +200%
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