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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
Franklin Resources
California
$489M
4
GC
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
351
First Allied Asset Management
California
– -$6.56M -92,393 Closed
MPM
352
Meritage Portfolio Management
Kansas
– -$5.06M -71,563 Closed
EAM
353
EULAV Asset Management
Florida
– -$2.26M -32,000 Closed
TAM
354
Todd Asset Management
Kentucky
– -$1.8M -25,509 Closed
AP
355
AHL Partners
United Kingdom
– -$1.75M -24,679 Closed
PP
356
Paloma Partners
Connecticut
– -$1.62M -22,853 Closed
Millennium Management
357
Millennium Management
New York
– -$1.26M -17,739 Closed
MCM
358
McKinley Capital Management
Alaska
– -$1.32M -16,000 Closed
LMAM
359
Legg Mason Asset Management
Japan
– -$1.11M -15,700 Closed
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
– -$1.06M -15,000 Closed
GCA
361
Gideon Capital Advisors
New York
– -$1.08M -13,087 Closed
LNC
362
Lincoln National Corp
Pennsylvania
– -$891K -12,597 Closed
CCMG
363
Clark Capital Management Group
Pennsylvania
– -$774K -10,938 Closed
SG Americas Securities
364
SG Americas Securities
New York
– -$714K -10,097 Closed
QC
365
QCM Cayman
Texas
– -$671K -9,486 Closed
SCM
366
Stevens Capital Management
Pennsylvania
– -$562K -7,945 Closed
MMPW
367
Mitchell McLeod Pugh & Williams
Alabama
– -$354K -5,000 Closed
FWIA
368
Fort Washington Investment Advisors
Ohio
– -$346K -4,891 Closed
Citadel Advisors
369
Citadel Advisors
Florida
– -$336K -4,744 Closed
SI
370
SII Investments
Wisconsin
– -$315K -4,448 Closed
CMBA
371
C.M. Bidwell & Associates
Hawaii
– -$310K -4,380 Closed
ACP
372
Ashfield Capital Partners
California
– -$292K -4,125 Closed
BOS
373
Bank of Stockton
California
– -$286K -4,050 Closed
BO
374
Bank OZK
Arkansas
– -$263K -3,720 Closed
TAM
375
Tocqueville Asset Management
New York
– -$257K -3,634 Closed
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