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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
Tradewinds Capital Management
Washington
$40K – – –
MCM
327
Manchester Capital Management
Vermont
$40K +$34.1K +461 +584%
KPCM
328
Kings Point Capital Management
New York
$38K – – –
NSIM
329
North Star Investment Management
Illinois
$33K – – –
FNBT
330
FineMark National Bank & Trust
Florida
$31K – – –
HRC
331
Hoertkorn Richard Charles
$29K – – –
DVM
332
Dreman Value Management
Florida
$26K -$33K -455 -56%
QAM
333
QCI Asset Management
New York
$26K – – –
EWM
334
Evercore Wealth Management
New York
$25K +$7.1K +96 +40%
PSUF
335
People's United Financial
Connecticut
$24K – – –
WC
336
Whitnell & Co
Illinois
$22K -$24.5K -334 -53%
PG
337
PEAK6 Group
Illinois
$21K -$45.2K -600 -68%
ARMC
338
American Research & Management Company
Massachusetts
$20K – – –
PIM
339
Parasol Investment Management
Illinois
$20K – – –
SCA
340
Strategic Capital Alternatives
United States
$20K +$20K +273 New
FBT
341
Founders Bank & Trust
Michigan
$19K – – –
WEC
342
Winslow Evans & Crocker
Massachusetts
$18.2K +$73 +1 +0.4%
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
RFA
344
Reilly Financial Advisors
California
$15K – – –
ST
345
Stifel Trust
Missouri
$15K +$15K +200 New
Nomura Holdings
346
Nomura Holdings
Japan
$15K +$15K +202 New
BC
347
Bartlett & Co
Ohio
$14K – – –
ECM
348
Exchange Capital Management
Michigan
$8K – – –
CFA
349
Carroll Financial Associates
North Carolina
$7K -$23.5K -335 -77%
CFS
350
Community Financial System
New York
$7K – – –
12 13
14
15 16