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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
326
Fred Alger Management
New York
$22K 332 -126 -28%
FNBT
327
FineMark National Bank & Trust
Florida
$22K 327 -26 -7%
PSUF
328
People's United Financial
Connecticut
$22K 330 – –
ARMC
329
American Research & Management Company
Massachusetts
$18K 269 +269 New
PIM
330
Parasol Investment Management
Illinois
$18K 275 +275 New
TRCT
331
Tower Research Capital (TRC)
New York
$17K 262 -2,241 -90%
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$16K 234 -8 -3%
FBT
333
Founders Bank & Trust
Michigan
$16K 255 – –
MBT
334
Monroe Bank & Trust
Michigan
$13K 200 – –
BC
335
Bartlett & Co
Ohio
$12K 187 – –
WEC
336
Winslow Evans & Crocker
Massachusetts
$10K 154 +154 New
CFS
337
Community Financial System
New York
$7K 100 – –
CA
338
CapWealth Advisors
Tennessee
$7K 100 – –
ECM
339
Exchange Capital Management
Michigan
$7K 112 +77 +220%
First Manhattan
340
First Manhattan
New York
$4K 75 – –
TFO
341
Tarbox Family Office
California
$4K 61 +61 New
FFC
342
First Financial Corp
Indiana
$3K 50 – –
S
343
SignatureFD
Georgia
$3K 40 +40 New
SNT
344
Security National Trust
West Virginia
$3K 50 +50 New
MFS
345
MSI Financial Services
Massachusetts
$2K 30 -22 -42%
GI
346
Gradient Investments
Minnesota
$2K 27 -11 -29%
EWM
347
Elite Wealth Management
Washington
$2K 26 +26 New
ASN
348
Advisory Services Network
Georgia
$1K 22 +22 New
AAMU
349
Amundi Asset Management US
Massachusetts
– – -250,474 Closed
Macquarie Group
350
Macquarie Group
Australia
– – -180,152 Closed
12 13
14
15 16