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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
326
Cowen Prime Advisors
New York
$53K – – –
VanEck Associates
327
VanEck Associates
New York
$48K -$286K -4,037 -86%
TCM
328
Tradewinds Capital Management
Washington
$38K – – –
MCM
329
Manchester Capital Management
Vermont
$38K – – –
KPCM
330
Kings Point Capital Management
New York
$37K – – –
Envestnet Asset Management
331
Envestnet Asset Management
Illinois
$35K -$18.8K -263 -35%
SF
332
Synovus Financial
Georgia
$35K -$14K -200 -29%
CFG
333
CKW Financial Group
Hawaii
$31K +$31K +442 New
DIA
334
Davidson Investment Advisors
Montana
$30K -$30K -426 -50%
FNBT
335
FineMark National Bank & Trust
Florida
$30K – – –
GT
336
Glenmede Trust
Pennsylvania
$28K -$80.5K -1,150 -74%
HRC
337
Hoertkorn Richard Charles
$28K – – –
QAM
338
QCI Asset Management
New York
$25K – – –
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$24K -$698K -9,886 -97%
EWM
340
Evercore Wealth Management
New York
$24K – – –
PSUF
341
People's United Financial
Connecticut
$23K – – –
DVM
342
Dreman Value Management
Florida
$21K -$4.49K -63 -18%
WC
343
Whitnell & Co
Illinois
$21K – – –
RFA
344
Reilly Financial Advisors
California
$21K +$7K +100 +50%
ZTNA
345
Zions Trust National Association
Utah
$21K +$21K +290 New
FBT
346
Founders Bank & Trust
Michigan
$18K – – –
WEC
347
Winslow Evans & Crocker
Massachusetts
$17.5K – – –
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
BC
349
Bartlett & Co
Ohio
$13K – – –
MBT
350
Monroe Bank & Trust
Michigan
$12K +$12K +175 New
12 13
14
15 16