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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$151M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$145M
3
IIM
Intact Investment Management
Quebec, Canada
+$89.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$73M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$56.8M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
301
ClearBridge Investments
New York
$100K – – –
WAS
302
Winch Advisory Services
Wisconsin
$99K +$99K +1,479 New
LIA
303
LS Investment Advisors
Michigan
$88K – – –
OA
304
OFI Advisors
Pennsylvania
$78K +$2.36K +35 +3%
TFMS
305
Trust & Fiduciary Management Services
Massachusetts
$78K +$26.8K +398 +52%
WTB
306
Washington Trust Bank
Washington
$77K +$77K +1,150 New
MFS
307
MSI Financial Services
Massachusetts
$74K +$72K +1,077 +3,590%
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$64K – – –
BPBT
309
Boston Private Bank & Trust
Massachusetts
$61K – – –
RNS
310
Robert N. Shapiro
$57K – – –
Bessemer Group
311
Bessemer Group
New Jersey
$56K – – –
NSIM
312
North Star Investment Management
Illinois
$56K +$56K +837 New
SSB
313
Sandy Spring Bank
Maryland
$54K -$2.5K -37 -4%
LNB
314
Ledyard National Bank
$54K – – –
MFBTD
315
MB Financial Bank - Trust Department
Illinois
$54K – – –
FHA
316
First Horizon Advisors
Tennessee
$53K +$16.2K +236 +44%
WC
317
Whitnell & Co
Illinois
$52K -$16.2K -244 -24%
SCG
318
Strategic Capital Group
Washington
$50K -$51.4K -772 -51%
CPA
319
Cowen Prime Advisors
New York
$50K – – –
DVM
320
Dreman Value Management
Florida
$50K +$2.13K +32 +4%
PAS
321
Partnervest Advisory Services
California
$48K -$403 -6 -0.8%
QT
322
Quantbot Technologies
New York
$46K -$302K -4,600 -87%
GT
323
Glenmede Trust
Pennsylvania
$36K – – –
TCM
324
Tradewinds Capital Management
Washington
$36K – – –
KPCM
325
Kings Point Capital Management
New York
$35K – – –
11 12
13
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