BMO icon

Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
Exchange Capital Management
Michigan
$8K – – –
FANJ
352
Financial Architects (New Jersey)
New Jersey
$7K -$128K -1,825 -95%
ACS
353
Archford Capital Strategies
Illinois
$7K – – –
FAM
354
Fred Alger Management
New York
$7K +$3.46K +48 +98%
CB
355
Community Bank
New York
$7K +$7K +100 New
CFA
356
Carroll Financial Associates
North Carolina
$6K – – –
AIM
357
Advantage Investment Management
Iowa
$6K +$6K +90 New
First Manhattan
358
First Manhattan
New York
$5K – – –
VFA
359
Virtus Fund Advisers
Connecticut
$5K – – –
TFO
360
Tarbox Family Office
California
$4K – – –
FFC
361
First Financial Corp
Indiana
$4K – – –
SIA
362
Stancorp Investment Advisers
Oregon
$3K +$3K +37 New
S
363
SignatureFD
Georgia
$3K +$3K +44 New
CAL
364
Capital Analysts LLC
Pennsylvania
$662 -$953K -12,959 -100%
BRWA
365
B. Riley Wealth Advisors
Florida
$72 +$72 +1,025 New
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25 -$75.8K -1,058,518 -100%
Two Sigma Investments
367
Two Sigma Investments
New York
– -$82.4M -1,119,337 Closed
GMI
368
Greystone Managed Investments
Saskatchewan, Canada
– -$24.8M -335,568 Closed
Two Sigma Advisers
369
Two Sigma Advisers
New York
– -$6.12M -83,231 Closed
Marshall Wace
370
Marshall Wace
United Kingdom
– -$4.7M -63,871 Closed
LOAMS
371
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$4.51M -60,573 Closed
Jane Street
372
Jane Street
New York
– -$3.77M -51,200 Closed
DFIM
373
Detwiler Fenton Investment Management
Massachusetts
– -$3.44M -46,727 Closed
OAM
374
Oxford Asset Management
United Kingdom
– -$1.76M -23,921 Closed
CSS
375
Cubist Systematic Strategies
Connecticut
– -$1.12M -15,181 Closed
12 13 14
15
16