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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$260M
2
CA
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
Canada Life
Manitoba, Canada
$272M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
351
FineMark National Bank & Trust
Florida
$2K – – –
NMIS
352
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +15 New
QCG
353
Quadrant Capital Group
Ohio
$1K +$1K +29 New
AT
354
Arden Trust
Delaware
$695 +$14 +234 +2%
DSI
355
Daiwa SB Investments
Japan
– -$6.83M -113,900 Closed
NEI
356
Northwest & Ethical Investments
Ontario, Canada
– -$4.06M -67,800 Closed
WAM
357
Wolverine Asset Management
Illinois
– -$3.3M -55,000 Closed
HI
358
HBK Investments
Texas
– -$2.43M -40,446 Closed
Voloridge Investment Management
359
Voloridge Investment Management
Florida
– -$2.07M -34,532 Closed
Capital Fund Management (CFM)
360
Capital Fund Management (CFM)
France
– -$2.05M -34,229 Closed
Jane Street
361
Jane Street
New York
– -$1.03M -17,132 Closed
AIA
362
Avalon Investment & Advisory
Texas
– -$803K -13,394 Closed
CCM
363
Carderock Capital Management
Maryland
– -$685K -11,417 Closed
OAM
364
Oxford Asset Management
United Kingdom
– -$634K -10,571 Closed
QC
365
Quadrature Capital
United Kingdom
– -$618K -10,300 Closed
CSS
366
Cubist Systematic Strategies
Connecticut
– -$488K -8,142 Closed
PAM
367
Princeton Alpha Management
New Jersey
– -$433K -7,228 Closed
Creative Planning
368
Creative Planning
Kansas
– -$417K -6,956 Closed
HighTower Advisors
369
HighTower Advisors
Illinois
– -$413K -6,892 Closed
Squarepoint
370
Squarepoint
New York
– -$390K -6,500 Closed
MBI
371
Montrusco Bolton Investments
Quebec, Canada
– -$381K -6,350 Closed
Walleye Trading
372
Walleye Trading
New York
– -$238K -3,970 Closed
SBWIC
373
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$221K -3,679 Closed
SEC
374
Seven Eight Capital
New York
– -$125K -2,089 Closed
TNB
375
Thomasville National Bank
Georgia
– -$111K -1,855 Closed
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