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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
276
Brown Brothers Harriman & Co
New York
$168K – – –
PG
277
Patten Group
Tennessee
$164K +$14.7K +270 +10%
SSB
278
Sandy Spring Bank
Maryland
$159K +$1.25K +23 +0.8%
HI
279
Hudock Inc
Pennsylvania
$150K +$272 +5 +0.2%
CTC
280
Central Trust Company
Missouri
$144K -$35K -640 -20%
PAM
281
Panagora Asset Management
Massachusetts
$123K – – –
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K +$98.9K +1,812,153 +413%
KTC
283
Kistler-Tiffany Companies
Pennsylvania
$116K – – –
CFSG
284
Community Financial Services Group
Vermont
$109K – – –
CF
285
CenterStar Fund
Illinois
$108K -$137K – –
GWM
286
Gupta Wealth Management
California
$86K +$86K +1,575 New
Twin Tree Management
287
Twin Tree Management
Texas
$85K -$611K -11,187 -88%
DSC
288
Duncker Streett & Co
Missouri
$83K – – –
RIA
289
Regal Investment Advisors
Michigan
$79K – – –
TWA
290
TCI Wealth Advisors
Arizona
$73K +$73K +1,330 New
OA
291
OFI Advisors
Pennsylvania
$70K +$7.44K +136 +12%
IP
292
Isthmus Partners
Wisconsin
$65K – – –
ST
293
Smithfield Trust
Pennsylvania
$65K – – –
BCA
294
Bray Capital Advisors
Florida
$63K -$236K -4,300 -79%
KPCM
295
Kings Point Capital Management
New York
$56K – – –
ClearBridge Investments
296
ClearBridge Investments
New York
$55K -$27K -490 -33%
FHA
297
First Horizon Advisors
Tennessee
$53K -$34.9K -640 -40%
WAS
298
Winch Advisory Services
Wisconsin
$53K – – –
BBPWM
299
Blue Bell Private Wealth Management
Pennsylvania
$52K – – –
PCM
300
Prelude Capital Management
New York
$51K +$41.2K +760 +422%
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