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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 %
BA
76
Boston Advisors
Massachusetts
$12.9M 192,818 +3,101 +2%
GIBU
77
Gulf International Bank (UK)
United Kingdom
$12.7M 179,560 +179,560 New
BUB
78
BBVA USA Bancshares
Texas
$12.3M 184,654 +11,180 +6%
LAM
79
Lingohr Asset Management
Germany
$11.5M 173,195 -31,200 -15%
RG
80
Renaissance Group
Kentucky
$11.5M 171,766 -3,350 -2%
HHC
81
Hutchin Hill Capital
New York
$11.3M 160,000 -170,000 -52%
AG
82
Aperio Group
California
– – -135,647 Closed
MME
83
Meag Munich Ergo
Germany
$9.89M 150,000 – –
CAM
84
Capstone Asset Management
Texas
$9.29M 139,400 +1,461 +1%
MCM
85
Maltese Capital Management
New York
$9.28M 139,200 +69,400 +99%
Northern Trust
86
Northern Trust
Illinois
$9.14M 137,141 +9,952 +8%
CNB
87
City National Bank
California
$9.1M 136,522 +10,187 +8%
AIM
88
Acuity Investment Management
Ontario, Canada
$8.17M 122,550 -288,350 -70%
FWCM
89
Ferguson Wellman Capital Management
Oregon
$7.8M 116,965 +3,593 +3%
CPS
90
Counsel Portfolio Services
Ontario, Canada
$7.72M 115,900 -43,400 -27%
HIM
91
Hillsdale Investment Management
Ontario, Canada
$7.11M 106,630 +18,520 +21%
US Bancorp
92
US Bancorp
Minnesota
$6.79M 101,914 -573 -0.6%
Barclays
93
Barclays
United Kingdom
$5.96M 90,231 -286,888 -76%
FAAM
94
First Allied Asset Management
California
$5.92M 87,354 +3,674 +4%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$5.72M 86,173 -14,107 -14%
WT
96
Wilmington Trust
Delaware
$5.54M 83,097 -17,225 -17%
LC
97
Lubar & Co
Wisconsin
$5.24M 78,636 – –
MWR
98
McAdams Wright Ragen
Washington
$5.04M 75,538 +200 +0.3%
Jane Street
99
Jane Street
New York
$4.92M 73,793 -46,202 -39%
BAM
100
Berkshire Asset Management
Pennsylvania
$4.84M 72,615 +12,127 +20%
2 3
4
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