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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$163K – – –
PG
302
PEAK6 Group
Illinois
$151K +$131K +1,857 +666%
Simplex Trading
303
Simplex Trading
Illinois
$151K +$151K +2,139 New
KTC
304
Kistler-Tiffany Companies
Pennsylvania
$150K +$150K +2,119 New
DSC
305
Duncker Streett & Co
Missouri
$130K – – –
HNB
306
Huntington National Bank
Ohio
$128K +$128K +1,813 New
NFG
307
Next Financial Group
Texas
$124K -$428K -6,078 -78%
Lazard Asset Management
308
Lazard Asset Management
New York
$120K – – –
FHA
309
First Horizon Advisors
Tennessee
$114K +$12.7K +180 +13%
NAMA
310
Nikko Asset Management Americas
New York
$107K +$107K +1,300 New
ClearBridge Investments
311
ClearBridge Investments
New York
$105K – – –
LIA
312
LS Investment Advisors
Michigan
$93K – – –
WTB
313
Washington Trust Bank
Washington
$92K +$10.6K +150 +13%
IP
314
Isthmus Partners
Wisconsin
$86K +$86K +1,221 New
ST
315
Smithfield Trust
Pennsylvania
$84K – – –
RIA
316
Regal Investment Advisors
Michigan
$82K +$4.38K +62 +6%
BPBT
317
Boston Private Bank & Trust
Massachusetts
$78K – – –
OA
318
OFI Advisors
Pennsylvania
$74K +$7.32K +103 +11%
MFS
319
MSI Financial Services
Massachusetts
$72K -$63.6K -896 -47%
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$67K – – –
RC
321
RegentAtlantic Capital
New Jersey
$62.6K +$62.6K +885 New
TRCT
322
Tower Research Capital (TRC)
New York
$62K -$72.9K -1,027 -54%
RNS
323
Robert N. Shapiro
$60K – – –
Bessemer Group
324
Bessemer Group
New Jersey
$59K – – –
LNB
325
Ledyard National Bank
$57K – – –
11 12
13
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