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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
326
Integrated Wealth Management
California
$12K -$2.36K -44 -16%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.16K -21 -10%
MBT
328
Monroe Bank & Trust
Michigan
$11K – – –
LWA
329
Lenox Wealth Advisors
New York
$11K +$11K +200 New
BC
330
Bartlett & Co
Ohio
$10K – – –
FWM
331
Focused Wealth Management
New York
$8K +$8K +150 New
WC
332
Whitnell & Co
Illinois
$7K +$7K +129 New
GT
333
Glenmede Trust
Pennsylvania
$6K -$6.86K -143 -53%
RPG
334
Risk Paradigm Group
Texas
$5.46K – – –
JIC
335
Joel Isaacson & Co
New York
$5K – – –
ACS
336
Archford Capital Strategies
Illinois
$5K – – –
DBT
337
Dubuque Bank & Trust
Iowa
$5K – – –
CB
338
Community Bank
New York
$5K – – –
First Manhattan
339
First Manhattan
New York
$4K – – –
VFA
340
Virtus Fund Advisers
Connecticut
$4K – – –
KF
341
Krilogy Financial
Missouri
$4K +$4K +700 New
TFO
342
Tarbox Family Office
California
$3K – – –
FFC
343
First Financial Corp
Indiana
$3K – – –
SIM
344
Sonora Investment Management
Arizona
$3K +$3K +50 New
ZB
345
Zions Bancorporation
Utah
$3K +$3K +52 New
FIB
346
First Interstate Bank
Montana
$2K +$2K +30 New
Macquarie Group
347
Macquarie Group
Australia
$2K +$2K +42 New
FNBT
348
FineMark National Bank & Trust
Florida
$1K – – –
HDIM
349
Hanson & Doremus Investment Management
Vermont
$1K +$1K +16 New
NBC
350
Neuberger Berman Canada
Ontario, Canada
– -$6.45M -108,934 Closed
12 13
14
15 16