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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 %
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$14.4M +$10.9M +162,998 +310%
HHC
77
Hutchin Hill Capital
New York
$13.3M +$1.48M +20,000 +13%
GIBU
78
Gulf International Bank (UK)
United Kingdom
$13.3M – – –
AG
79
Aperio Group
California
$13.3M +$13.3M +197,782 New
BUB
80
BBVA USA Bancshares
Texas
$12.9M +$510K +7,610 +4%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$12.4M -$8.37M -124,950 -40%
Credit Agricole
82
Credit Agricole
France
$12M -$5.12M -76,457 -30%
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$11.8M +$11.8M +176,380 New
MME
84
Meag Munich Ergo
Germany
$11.4M +$1.31M +19,500 +13%
LAM
85
Lingohr Asset Management
Germany
$10.6M -$1.02M -15,200 -9%
CAM
86
Capstone Asset Management
Texas
$9.93M +$586K +8,742 +6%
Northern Trust
87
Northern Trust
Illinois
$9.86M +$666K +9,932 +7%
CNB
88
City National Bank
California
$9.55M +$397K +5,918 +4%
Vanguard Group
89
Vanguard Group
Pennsylvania
$9.35M -$29.8M -445,120 -76%
GC
90
Guggenheim Capital
Illinois
$8.77M -$4.54M -67,784 -34%
HIM
91
Hillsdale Investment Management
Ontario, Canada
$8.66M +$1.52M +22,720 +21%
BKBG
92
BHF Kleinwort Benson Group
Belgium
$8.36M +$4.78M +72,144 +133%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$7.93M -$10.5M -157,090 -57%
CPS
94
Counsel Portfolio Services
Ontario, Canada
$7.76M – – –
US Bancorp
95
US Bancorp
Minnesota
$6.88M +$53.7K +802 +0.8%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$6.75M +$6.75M +100,800 New
Barclays
97
Barclays
United Kingdom
$6.69M +$644K +9,611 +11%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$6.47M +$6.47M +96,719 New
AIM
99
Acuity Investment Management
Ontario, Canada
$6.17M -$2.03M -30,300 -25%
FAAM
100
First Allied Asset Management
California
$6.11M +$181K +2,664 +3%
2 3
4
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