BMO icon

Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
351
Archford Capital Strategies
Illinois
$7K – – –
First Manhattan
352
First Manhattan
New York
$5K – – –
VFA
353
Virtus Fund Advisers
Connecticut
$5K – – –
FAM
354
Fred Alger Management
New York
$4K -$7.27K -89 -64%
FFC
355
First Financial Corp
Indiana
$4K – – –
TFO
356
Tarbox Family Office
California
$4K – – –
Canada Pension Plan Investment Board
357
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$14.7M -212,977 -100%
BIT
358
BlackRock Institutional Trust
California
$2K +$2K +23 New
HNB
359
Huntington National Bank
Ohio
– -$3.61M -49,063 Closed
WCA
360
Waratah Capital Advisors
Ontario, Canada
– -$2.33M -31,600 Closed
AG
361
Algert Global
California
– -$1.8M -24,380 Closed
PP
362
PDT Partners
New York
– -$1.6M -21,708 Closed
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
– -$1.5M -20,360 Closed
PL
364
Perpetual Ltd
Australia
– -$675K -8,584 Closed
BC
365
Brookfield Corp
Ontario, Canada
– -$500K -6,800 Closed
BAM
366
Burgundy Asset Management
Ontario, Canada
– -$493K -6,700 Closed
Natixis Advisors
367
Natixis Advisors
Massachusetts
– -$346K -4,707 Closed
ST
368
Spot Trading
Illinois
– -$295K -4,005 Closed
OC
369
Oppenheimer & Co
New York
– -$249K -3,375 Closed
TNB
370
Thomasville National Bank
Georgia
– -$238K -3,230 Closed
CCA
371
Checchi Capital Advisers
California
– -$237K -3,221 Closed
AP
372
Advisor Partners
California
– -$215K -2,927 Closed
KTC
373
Kistler-Tiffany Companies
Pennsylvania
– -$156K -2,119 Closed
Walleye Trading
374
Walleye Trading
New York
– -$106 -1,443 Closed
BRWA
375
B. Riley Wealth Advisors
Florida
– -$70K -951 Closed
12 13 14
15
16