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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Amici Capital
New York
$14.4M – – –
LAM
77
Lingohr Asset Management
Germany
$13.7M +$3.55M +53,063 +35%
BA
78
Boston Advisors
Massachusetts
$12.7M -$3.97M -59,371 -24%
Macquarie Group
79
Macquarie Group
Australia
$12M -$680K -10,189 -5%
RG
80
Renaissance Group
Kentucky
$11.7M +$101K +1,511 +0.9%
BUB
81
BBVA USA Bancshares
Texas
$11.6M +$345K +5,165 +3%
MME
82
Meag Munich Ergo
Germany
$10M – – –
U
83
UBS
Switzerland
$9.34M -$3.91M -58,535 -30%
Federated Hermes
84
Federated Hermes
Pennsylvania
$9.24M +$41.3K +618 +0.4%
CAM
85
Capstone Asset Management
Texas
$9.22M +$313K +4,687 +4%
AG
86
Aperio Group
California
$9.06M +$2.35M +35,213 +35%
BTS
87
BB&T Securities
Virginia
$8.54M +$4.09M +6,118 +92%
Northern Trust
88
Northern Trust
Illinois
$8.5M +$707K +10,578 +9%
CNB
89
City National Bank
California
$8.44M +$68.6K +1,027 +0.8%
GC
90
Guggenheim Capital
Illinois
$8.43M +$478K +7,143 +6%
Jane Street
91
Jane Street
New York
$8.02M +$4.06M +60,687 +102%
DMIC
92
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.66M +$637K +9,550 +9%
FWCM
93
Ferguson Wellman Capital Management
Oregon
$7.58M +$7.58M +113,372 New
US Bancorp
94
US Bancorp
Minnesota
$6.85M -$22.1K -330 -0.3%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$6.71M +$6.71M +100,280 New
WT
96
Wilmington Trust
Delaware
$6.7M +$28.2K +422 +0.4%
HIM
97
Hillsdale Investment Management
Ontario, Canada
$5.87M -$400K -6,000 -6%
FAAS
98
First Allied Advisory Services
California
$5.78M +$2.04M +30,235 +55%
FAAM
99
First Allied Asset Management
California
$5.66M +$476K +7,037 +9%
LC
100
Lubar & Co
Wisconsin
$5.25M +$5.25M +78,636 New
2 3
4
5 6