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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$30.9M -$14.5M -217,059 -32%
Renaissance Technologies
52
Renaissance Technologies
New York
$29M +$13M +194,600 +82%
Stifel Financial
53
Stifel Financial
Missouri
$27.4M +$27.4M +407,833 New
Millennium Management
54
Millennium Management
New York
$26.5M +$23.3M +347,641 +728%
Deutsche Bank
55
Deutsche Bank
Germany
$24.4M -$3.51M -52,316 -13%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$23.5M – – –
HSBC Holdings
57
HSBC Holdings
United Kingdom
$23.5M +$978K +14,634 +4%
GMI
58
Greystone Managed Investments
Saskatchewan, Canada
$23.1M -$997K -14,875 -4%
FCAM
59
F&C Asset Management
United Kingdom
$22.9M -$1.08M -13,200 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.4M -$2.57M -38,300 -10%
N
61
Natixis
France
$21.1M +$1.2M +17,935 +6%
Federated Hermes
62
Federated Hermes
Pennsylvania
$20.1M +$5.71M +85,269 +40%
ACI
63
AMP Capital Investors
Australia
$19.9M +$3.12M +46,900 +19%
HAM
64
Highstreet Asset Management
Ontario, Canada
$19.8M +$3.26M +48,778 +20%
AII
65
AGF Investments Inc
Ontario, Canada
$19.6M -$9.85M -147,150 -33%
MTB
66
Mizuho Trust & Banking
Japan
$19.3M -$2.66M -36,009 -12%
JAM
67
JCIC Asset Management
Ontario, Canada
$18.4M -$520K -7,768 -3%
Aviva
68
Aviva
United Kingdom
$18M +$840K +12,571 +5%
DJSG
69
D.J. St. Germain
Massachusetts
$18M -$659K -9,841 -4%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$17.5M +$11.7M +174,405 +202%
GCA
71
Guardian Capital Advisors
Ontario, Canada
$17.3M +$144K +2,159 +0.8%
H
72
Hexavest
Quebec, Canada
$15.7M -$9.33M -139,219 -37%
JFL
73
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.6M -$850K -12,614 -5%
BTS
74
BB&T Securities
Virginia
$14.8M +$1.74M +2,592 +13%
AC
75
Amici Capital
New York
$14.5M – – –
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3
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