BMO icon

Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$856M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
351
Community Financial System
New York
$7K – – –
FANJ
352
Financial Architects (New Jersey)
New Jersey
$7K +$7K +100 New
ACS
353
Archford Capital Strategies
Illinois
$6.77K – – –
MCM
354
Manchester Capital Management
Vermont
$6K +$6K +79 New
First Manhattan
355
First Manhattan
New York
$5K – – –
VFA
356
Virtus Fund Advisers
Connecticut
$5K +$5K +73 New
TFO
357
Tarbox Family Office
California
$4K – – –
FFC
358
First Financial Corp
Indiana
$4K – – –
SNT
359
Security National Trust
West Virginia
$4K – – –
CG
360
Colony Group
Massachusetts
$4K +$4K +50 New
Walleye Trading
361
Walleye Trading
New York
$106 -$126 -1,710 -54%
Korea Investment Corp
362
Korea Investment Corp
South Korea
– -$6.75M -100,800 Closed
FAAM
363
First Allied Asset Management
California
– -$6.11M -90,018 Closed
FAAS
364
First Allied Advisory Services
California
– -$2.88M -42,144 Closed
AI
365
Analytic Investors
California
– -$2.76M -41,200 Closed
SCM
366
Stevens Capital Management
Pennsylvania
– -$2.35M -35,119 Closed
Fidelity International
367
Fidelity International
Bermuda
– -$1.87M -27,900 Closed
PWP
368
Private Wealth Partners
California
– -$915K -13,650 Closed
AQR Capital Management
369
AQR Capital Management
Connecticut
– -$824K -12,300 Closed
BMCMI
370
Bryn Mawr Capital Management Inc
Pennsylvania
– -$730K -10,890 Closed
SCA
371
SAC Capital Advisors
Connecticut
– -$674K -10,068 Closed
TAS
372
TIFF Advisory Services
Pennsylvania
– -$590K -8,800 Closed
ACM
373
Aviance Capital Management
Florida
– -$560K -8,358 Closed
DTL
374
Dynamic Technology Lab
Singapore
– -$433K -6,477 Closed
QIM
375
Quantitative Investment Management
Virginia
– -$348K -5,200 Closed
12 13 14
15
16