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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
351
Marshall Wace
United Kingdom
– -$5.72M -96,484 Closed
TCIM
352
TIAA CREF Investment Management
New York
– -$3.85M -65,000 Closed
RJT
353
Raymond James Trust
Florida
– -$1.9M -32,037 Closed
MSU
354
Maple Securities USA
New Jersey
– -$1.82M -30,733 Closed
NAM
355
NorthCoast Asset Management
Connecticut
– -$1.31M -22,027 Closed
AL
356
Airain Ltd
Guernsey
– -$1.18M -19,833 Closed
TIA
357
Trust Investment Advisors
Indiana
– -$1M -16,870 Closed
SCM
358
Stevens Capital Management
Pennsylvania
– -$846K -14,267 Closed
AIM
359
Ada Investment Management
New York
– -$737K -12,426 Closed
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
– -$688K -11,605 Closed
PP
361
Paloma Partners
Connecticut
– -$535K -9,035 Closed
CWA
362
Cypress Wealth Advisors
California
– -$487K -8,209 Closed
TCM
363
Tetrem Capital Management
Manitoba, Canada
– -$576K -7,783 Closed
TI
364
Telemetry Investments
New York
– -$434K -7,322 Closed
GCA
365
Gideon Capital Advisors
New York
– -$425K -7,163 Closed
JPMPWA
366
J.P. Morgan Private Wealth Advisors
California
– -$264K -4,468 Closed
LFG
367
LifePlan Financial Group
Ohio
– -$262K -4,412 Closed
CAM
368
Columbia Asset Management
Michigan
– -$225K -3,805 Closed
MF
369
Magnetar Financial
Illinois
– -$225K -3,800 Closed
ACP
370
Aviance Capital Partners
Florida
– -$225K -3,800 Closed
MJP
371
Michael J. Puzo
– -$215K -3,620 Closed
RMDI
372
R.M. Davis Inc
Maine
– -$207K -3,500 Closed
DHFB
373
Dixon Hubard Feinour & Brown
Virginia
– -$207K -3,488 Closed
GA
374
Geneva Advisors
Illinois
– -$205K -3,462 Closed
VKH
375
Virtu KCG Holdings
New York
– -$200K -3,378 Closed
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