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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$115M 1,719,719 +48,060 +3%
UBS AM
27
UBS AM
Illinois
$115M 1,719,347 +47,547 +3%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$111M 1,681,138 -130,705 -7%
GC
29
Guardian Capital
Ontario, Canada
$90.9M 1,365,990 +481,941 +55%
CS
30
Credit Suisse
Switzerland
$85.3M 1,279,252 +1,279,252 New
RFC
31
Russell Frank Company
Washington
$73.1M 1,187,480 +534,570 +82%
Morgan Stanley
32
Morgan Stanley
New York
$68.8M 1,032,682 +249,179 +32%
OTPPB
33
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M 1,021,741 -796,072 -44%
Goldman Sachs
34
Goldman Sachs
New York
$64.5M 968,073 -109,466 -10%
Bank of America
35
Bank of America
North Carolina
$58.9M 882,963 -199,242 -18%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$56.7M 852,114 +66,515 +8%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$55.6M 834,696 -295,600 -26%
Axa
38
Axa
France
$53M 795,134 -32,800 -4%
MHI
39
Miller Howard Investments
New York
$51.2M 768,526 -4,266 -0.6%
TAM
40
Taylor Asset Management
Ontario, Canada
$48.1M 722,300 +19,900 +3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$47.4M 711,013 -4,336 -0.6%
AllianceBernstein
42
AllianceBernstein
Tennessee
$45.2M 678,187 -350,339 -34%
Allianz Asset Management
43
Allianz Asset Management
Germany
$43.9M 658,725 -83,166 -11%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$42.9M 643,014 -121,300 -16%
Vanguard Group
45
Vanguard Group
Pennsylvania
$40.6M 584,683 -17,500 -3%
Invesco
46
Invesco
Georgia
$38.8M 582,004 -376,251 -39%
Wells Fargo
47
Wells Fargo
California
$38.4M 576,082 +4 +0%
Citigroup
48
Citigroup
New York
$36.2M 543,423 -72,617 -12%
U
49
UBS
Switzerland
$35.8M 536,467 +396,720 +284%
BONST
50
Bank of Nova Scotia Trust
Ontario, Canada
$33M 494,956 -1,708 -0.3%
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