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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 %
PR
351
Payden & Rygel
California
– – -55,600 Closed
HI
352
Horizon Investments
North Carolina
– – -16,651 Closed
IG
353
ING Group
Netherlands
– – -7,360 Closed
CCMG
354
Clark Capital Management Group
Pennsylvania
– – -6,990 Closed
TCM
355
Tetrem Capital Management
Manitoba, Canada
– – -4,100 Closed
PNC
356
Park National Corp
Ohio
– – -3,420 Closed
CRC
357
Curi RMB Capital
Illinois
– – -3,050 Closed
KFS
358
Kurt F. Somerville
– – -3,000 Closed
BCM
359
Breithorn Capital Management
New York
– – -2,490 Closed
Nomura Holdings
360
Nomura Holdings
Japan
– – -1,800 Closed
FBC
361
Fairfield, Bush & Co
Connecticut
– – -276 Closed
KIG
362
Kessler Investment Group
Indiana
– – -150 Closed
TWI
363
Thomas White International
Illinois
– – -125 Closed
MA
364
MUFG Americas
New York
– – -121 Closed
VCM
365
Vigilant Capital Management
Maine
– – -100 Closed
RC
366
Riversville Capital
Connecticut
– – -81 Closed
EWM
367
Evercore Wealth Management
New York
– – -63 Closed
FANJ
368
Financial Architects (New Jersey)
New Jersey
– – -53 Closed
WT
369
Whittier Trust
California
– – -16 Closed
ST
370
Spot Trading
Illinois
– – – –
PG
371
PEAK6 Group
Illinois
– – – –
PRCM
372
Pine River Capital Management
Minnesota
– – – –
SPM
373
Symmetry Peak Management
Pennsylvania
– – – –
OPERF
374
Oregon Public Employees Retirement Fund
Oregon
$0 2 – –
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
– – – –
12 13 14
15
16