BMO icon

Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
326
Timber Hill
Connecticut
– -$1.37M -23,633 Closed
CR
327
Cooperatieve Rabobank
Netherlands
– -$687K -11,834 Closed
BNP Paribas Financial Markets
328
BNP Paribas Financial Markets
France
– -$671K -11,571 Closed
BBHC
329
Brown Brothers Harriman & Co
New York
– -$559K -9,635 Closed
CBOA
330
Commonwealth Bank of Australia
Australia
– -$490K -8,440 Closed
HI
331
HBK Investments
Texas
– -$380K -6,544 Closed
JG
332
Jefferies Group
New York
– -$361K -6,214 Closed
WSA
333
Willow Street Advisors
Florida
– -$316K -5,450 Closed
D.E. Shaw & Co
334
D.E. Shaw & Co
New York
– -$281K -4,850 Closed
CIP
335
Convergence Investment Partners
Florida
– -$217K -3,741 Closed
NCMW
336
Northern Capital Management (Wisconsin)
Wisconsin
– -$201K -3,472 Closed
ACM
337
Antonetti Capital Management
Florida
– -$147K -2,525 Closed
TSWM
338
Triangle Securities Wealth Management
North Carolina
– -$136K -2,350 Closed
NAMA
339
Nikko Asset Management Americas
New York
– -$43K -700 Closed
PAS
340
Partnervest Advisory Services
California
– -$29K -500 Closed
BPBT
341
Boston Private Bank & Trust
Massachusetts
– -$23K -400 Closed
ST
342
Spot Trading
Illinois
– -$20K -353 Closed
HRIA
343
Haberer Registered Investment Advisor
Ohio
– -$6K -100 Closed
FQ
344
First Quadrant
California
– -$6K -100 Closed
QT
345
Quantbot Technologies
New York
– -$5K -100 Closed
SMA
346
Simply Money Advisors
Ohio
– -$4K -75 Closed
PMFA
347
Plante Moran Financial Advisors
Michigan
– -$4K -65 Closed
10 11 12 13
14