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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
301
Ledyard National Bank
$44K – – –
CPA
302
Cowen Prime Advisors
New York
$41K – – –
HNB
303
Huntington National Bank
Ohio
$39K – – –
TRCT
304
Tower Research Capital (TRC)
New York
$38K -$214K -3,939 -85%
WTB
305
Washington Trust Bank
Washington
$35K -$45.8K -850 -57%
EWM
306
Endurance Wealth Management
Rhode Island
$35K – – –
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$35K +$35K +637 New
HCM
308
Highlander Capital Management
New Jersey
$32K +$26.7K +500 +500%
TCM
309
Tradewinds Capital Management
Washington
$29K – – –
MIP
310
Mondrian Investment Partners
United Kingdom
$29K +$216 +3 +0.8%
AIM
311
Advantage Investment Management
Iowa
$27K +$8.1K +150 +43%
WCM
312
Windsor Capital Management
Arizona
$27K +$27K +500 New
S
313
SignatureFD
Georgia
$26K -$60.9K -1,100 -70%
DIA
314
Davidson Investment Advisors
Montana
$23K – – –
HRC
315
Hoertkorn Richard Charles
$21K – – –
SF
316
Synovus Financial
Georgia
$20K – – –
QAM
317
QCI Asset Management
New York
$19K – – –
EWM
318
Evercore Wealth Management
New York
$19K – – –
NFG
319
Next Financial Group
Texas
$18K -$58.4K -1,071 -76%
PSUF
320
People's United Financial
Connecticut
$18K – – –
LIA
321
LS Investment Advisors
Michigan
$18K +$671 +12 +4%
ASN
322
Advisory Services Network
Georgia
$16K – – –
DVM
323
Dreman Value Management
Florida
$16K – – –
SEC
324
Seven Eight Capital
New York
$16K +$16K +289 New
BCM
325
Brookstone Capital Management
Illinois
$13K – – –
11 12
13
14 15