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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
+$151M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$145M
3
IIM
Intact Investment Management
Quebec, Canada
+$89.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$73M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$56.8M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
351
SignatureFD
Georgia
$3K – – –
SNT
352
Security National Trust
West Virginia
$3K – – –
Walleye Trading
353
Walleye Trading
New York
$211 -$1.93K -28,838 -90%
RG
354
Renaissance Group
Kentucky
– -$11.5M -171,766 Closed
MCM
355
Maltese Capital Management
New York
– -$9.28M -139,200 Closed
CCIA
356
Campbell & Co Investment Adviser
Maryland
– -$3.91M -58,648 Closed
OAM
357
Oxford Asset Management
United Kingdom
– -$3.56M -53,327 Closed
SBAM
358
Santa Barbara Asset Management
California
– -$3.35M -50,298 Closed
PP
359
Paloma Partners
Connecticut
– -$3.03M -45,480 Closed
MAM
360
Martingale Asset Management
Massachusetts
– -$3.02M -45,337 Closed
SMM
361
Stadion Money Management
Georgia
– -$2.99M -44,797 Closed
MAA
362
Managed Account Advisors
New Jersey
– -$2.48M -37,143 Closed
NIMI
363
Natixis Investment Managers International
France
– -$696K -10,444 Closed
MSU
364
Maple Securities USA
New Jersey
– -$691K -10,373 Closed
Janus Henderson Group
365
Janus Henderson Group
United Kingdom
– -$600K -9,000 Closed
GCA
366
Gideon Capital Advisors
New York
– -$435K -6,137 Closed
HFS
367
HL Financial Services
Kentucky
– -$407K -6,105 Closed
FB
368
Fulton Bank
Pennsylvania
– -$329K -4,941 Closed
SAM
369
Symphony Asset Management
California
– -$322K -4,830 Closed
LRPA
370
L. Roy Papp & Associates
Arizona
– -$272K -4,083 Closed
Nomura Asset Management
371
Nomura Asset Management
Japan
– -$260K -3,900 Closed
JPMPWA
372
J.P. Morgan Private Wealth Advisors
California
– -$237K -3,558 Closed
SC
373
SouthState Corp
Florida
– -$228K -3,420 Closed
SC
374
Sumit Capital
New York
– -$206K -3,085 Closed
NAMA
375
Nikko Asset Management Americas
New York
– -$212K -3,000 Closed
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