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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
301
LS Investment Advisors
Michigan
$88K 1,315 -251 -16%
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.5K 1,123,883 -92,905 -8%
OA
303
OFI Advisors
Pennsylvania
$75K 1,124 -8 -0.7%
WC
304
Whitnell & Co
Illinois
$68K 1,025 – –
BBPWM
305
Blue Bell Private Wealth Management
Pennsylvania
$64K 960 +960 New
BPBT
306
Boston Private Bank & Trust
Massachusetts
$61K 908 +908 New
RNS
307
Robert N. Shapiro
$57K 850 – –
SSB
308
Sandy Spring Bank
Maryland
$55K 837 – –
Bessemer Group
309
Bessemer Group
New Jersey
$55K 830 – –
LNB
310
Ledyard National Bank
$53K 800 – –
MFBTD
311
MB Financial Bank - Trust Department
Illinois
$53K 800 +800 New
TFMS
312
Trust & Fiduciary Management Services
Massachusetts
$51K 760 +760 New
CPA
313
Cowen Prime Advisors
New York
$50K 753 – –
PAS
314
Partnervest Advisory Services
California
$48K 720 +720 New
DVM
315
Dreman Value Management
Florida
$48K 720 +720 New
GT
316
Glenmede Trust
Pennsylvania
$36K 550 – –
TCM
317
Tradewinds Capital Management
Washington
$36K 540 +540 New
KPCM
318
Kings Point Capital Management
New York
$35K 518 – –
WCM
319
Windsor Capital Management
Arizona
$33K 500 – –
PCM
320
Prelude Capital Management
New York
$33K 500 +500 New
FHA
321
First Horizon Advisors
Tennessee
$32K 537 +283 +111%
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$29K 436 -95 -18%
DIA
323
Davidson Investment Advisors
Montana
$28K 426 – –
HRC
324
Hoertkorn Richard Charles
$26K 394 +394 New
QAM
325
QCI Asset Management
New York
$23K 350 – –
11 12
13
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