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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
301
Kessler Investment Group
Indiana
$10K +$10K +150 New
MA
302
MUFG Americas
New York
$8K -$191K -2,890 -96%
TWI
303
Thomas White International
Illinois
$8K – – –
CA
304
CapWealth Advisors
Tennessee
$7K – – –
ACM
305
Aviance Capital Management
Florida
$7K +$7K +100 New
VCM
306
Vigilant Capital Management
Maine
$7K +$7K +100 New
CFS
307
Community Financial System
New York
$7K +$7K +100 New
First Manhattan
308
First Manhattan
New York
$5K – – –
RC
309
Riversville Capital
Connecticut
$5K – – –
FANJ
310
Financial Architects (New Jersey)
New Jersey
$4K -$3.55K -47 -47%
EWM
311
Evercore Wealth Management
New York
$4K +$4K +63 New
FFC
312
First Financial Corp
Indiana
$3K – – –
MFS
313
MSI Financial Services
Massachusetts
$3K – – –
GI
314
Gradient Investments
Minnesota
$3K +$2.84K +36 +1,800%
ECM
315
Exchange Capital Management
Michigan
$2K – – –
WT
316
Whittier Trust
California
$1K – – –
N
317
Natixis
France
– -$13.5M -233,504 Closed
ST
318
Sabal Trust
Florida
– -$13.5M -231,985 Closed
MAMU
319
Marathon Asset Management (UK)
United Kingdom
– -$10.5M -181,891 Closed
CCIA
320
Campbell & Co Investment Adviser
Maryland
– -$3.74M -64,389 Closed
BMCMI
321
Bryn Mawr Capital Management Inc
Pennsylvania
– -$3.57M -61,490 Closed
BCM
322
Bridgeway Capital Management
Texas
– -$2.43M -41,900 Closed
AQR Capital Management
323
AQR Capital Management
Connecticut
– -$2.23M -38,500 Closed
Capital Fund Management (CFM)
324
Capital Fund Management (CFM)
France
– -$2.21M -38,138 Closed
AG
325
Algert Global
California
– -$1.49M -25,720 Closed
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