BMO icon

Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$125K – – –
MFBTD
302
MB Financial Bank - Trust Department
Illinois
$118K +$59K +800 +100%
GT
303
Glenmede Trust
Pennsylvania
$113K +$72.9K +1,000 +182%
ClearBridge Investments
304
ClearBridge Investments
New York
$110K – – –
WAS
305
Winch Advisory Services
Wisconsin
$109K +$147 +2 +0.1%
FHA
306
First Horizon Advisors
Tennessee
$105K +$20.4K +279 +24%
LIA
307
LS Investment Advisors
Michigan
$97K – – –
Manulife (Manufacturers Life Insurance)
308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.1K -$2.09K -25,436 -2%
ST
309
Smithfield Trust
Pennsylvania
$87K – – –
WTB
310
Washington Trust Bank
Washington
$85K – – –
BPBT
311
Boston Private Bank & Trust
Massachusetts
$81K – – –
RIA
312
Regal Investment Advisors
Michigan
$81K +$81K +1,100 New
SEC
313
Seven Eight Capital
New York
$81K +$81K +1,100 New
BBPWM
314
Blue Bell Private Wealth Management
Pennsylvania
$71K – – –
OA
315
OFI Advisors
Pennsylvania
$69K -$8.46K -115 -11%
SSG
316
Summit Securities Group
New York
$66K +$66K +900 New
RNS
317
Robert N. Shapiro
$63K – – –
Bessemer Group
318
Bessemer Group
New Jersey
$61K – – –
LNB
319
Ledyard National Bank
$59K – – –
SSB
320
Sandy Spring Bank
Maryland
$59K – – –
DIA
321
Davidson Investment Advisors
Montana
$59K +$29.5K +426 +100%
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$55K -$2.56K -35 -4%
CPA
323
Cowen Prime Advisors
New York
$55K +$55K +753 New
SF
324
Synovus Financial
Georgia
$52K +$14.9K +200 +40%
ST
325
SpiderRock Trading
Illinois
$42K -$14K – –
11 12
13
14 15