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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
326
Synovus Financial
Georgia
$34K +$34K +500 New
FNBT
327
FineMark National Bank & Trust
Florida
$29K +$6.79K +100 +31%
DIA
328
Davidson Investment Advisors
Montana
$28K – – –
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$26K -$2.7K -41 -9%
HRC
330
Hoertkorn Richard Charles
$26K – – –
QAM
331
QCI Asset Management
New York
$23K – – –
PSUF
332
People's United Financial
Connecticut
$22K – – –
FAM
333
Fred Alger Management
New York
$18K -$4.72K -69 -21%
ARMC
334
American Research & Management Company
Massachusetts
$18K – – –
PIM
335
Parasol Investment Management
Illinois
$18K – – –
FBT
336
Founders Bank & Trust
Michigan
$17K – – –
WEC
337
Winslow Evans & Crocker
Massachusetts
$16.6K +$6.23K +93 +60%
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$718 +11 +5%
WA
339
WFG Advisors
Texas
$15K -$1.66M -24,306 -99%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$13.1K +$13.1K +195 New
MBT
341
Monroe Bank & Trust
Michigan
$13K – – –
BC
342
Bartlett & Co
Ohio
$13K – – –
ECM
343
Exchange Capital Management
Michigan
$8K – – –
CFS
344
Community Financial System
New York
$7K – – –
CA
345
CapWealth Advisors
Tennessee
$7K – – –
CFA
346
Carroll Financial Associates
North Carolina
$7K +$7K +100 New
ACS
347
Archford Capital Strategies
Illinois
$6.17K +$6.17K +92 New
First Manhattan
348
First Manhattan
New York
$5K – – –
TFO
349
Tarbox Family Office
California
$4K – – –
FFC
350
First Financial Corp
Indiana
$3K – – –
12 13
14
15 16