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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.8M
3
EAM
3
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
4
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$39.9M -$477K -6,723 -1%
Citigroup
52
Citigroup
New York
$39.6M +$3.74M +52,732 +10%
RJA
53
Raymond James & Associates
Florida
$38.2M +$32.7M +461,818 +590%
UBS Group
54
UBS Group
Switzerland
$36.3M +$36.3M +512,981 New
Stifel Financial
55
Stifel Financial
Missouri
$34.1M +$2.94M +41,526 +9%
OTPPB
56
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.1M +$801K +11,290 +2%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34M +$1.47M +20,700 +5%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$33.4M +$3.24M +45,810 +11%
VRS
59
Virginia Retirement Systems
Virginia
$32.6M -$3.39M -47,800 -9%
Goldman Sachs
60
Goldman Sachs
New York
$30M -$42.1M -594,786 -58%
LM
61
Lincluden Management
Ontario, Canada
$30M -$3.37M -51,020 -10%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$28.9M +$1.05M +14,853 +4%
Renaissance Technologies
63
Renaissance Technologies
New York
$27.8M +$5.47M +77,400 +25%
MAA
64
Managed Account Advisors
New Jersey
$26.3M +$26.3M +371,368 New
ACI
65
AMP Capital Investors
Australia
$24.8M +$2.71M +38,200 +12%
ATN
66
AMF Tjänstepension
Sweden
$23.7M +$23.7M +334,942 New
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$22.6M -$1.17M -16,500 -5%
AII
68
AGF Investments Inc
Ontario, Canada
$22.2M +$1.91M +27,000 +9%
BTS
69
BB&T Securities
Virginia
$21.7M +$13.4K +19 +0.1%
GCA
70
Guardian Capital Advisors
Ontario, Canada
$20.6M +$1.6M +21,352 +8%
CNB
71
City National Bank
California
$20.4M -$454K -6,422 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.3M -$3.46M -48,800 -15%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$20M +$20M +281,700 +971,379%
Aviva
74
Aviva
United Kingdom
$19M -$36.6K -516 -0.2%
DJSG
75
D.J. St. Germain
Massachusetts
$18.6M +$46K +651 +0.2%
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