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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$856M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
3
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
5
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
5
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Amici Capital
New York
$15.9M – – –
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$15.7M +$2.09M +28,360 +15%
AG
78
Aperio Group
California
$15.4M +$888K +12,066 +6%
GIBU
79
Gulf International Bank (UK)
United Kingdom
$15.1M – – –
BUB
80
BBVA USA Bancshares
Texas
$14.2M +$76.2K +1,035 +0.5%
Marshall Wace
81
Marshall Wace
United Kingdom
$14M +$14M +190,087 New
AII
82
AGF Investments Inc
Ontario, Canada
$13.2M -$8.36M -113,587 -39%
MME
83
Meag Munich Ergo
Germany
$12.5M – – –
Massachusetts Financial Services
84
Massachusetts Financial Services
Massachusetts
$12.1M -$834K -11,337 -6%
Northern Trust
85
Northern Trust
Illinois
$12M +$1.17M +15,869 +11%
BKBG
86
BHF Kleinwort Benson Group
Belgium
$11.9M +$2M +25,450 +20%
CAM
87
Capstone Asset Management
Texas
$10.9M +$19.5K +265 +0.2%
Vanguard Group
88
Vanguard Group
Pennsylvania
$10.3M – – –
CA
89
Commerzbank Aktiengesellschaft
Germany
$10.2M +$7.02M +95,427 +222%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$10M +$518K +7,030 +5%
Credit Agricole
91
Credit Agricole
France
$9.7M -$3.53M -47,907 -27%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$8.85M +$134K +1,824 +2%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$8.8M +$3.41M +46,278 +63%
CPS
94
Counsel Portfolio Services
Ontario, Canada
$8.21M -$331K -4,500 -4%
LAM
95
Lingohr Asset Management
Germany
$8.03M -$3.6M -48,863 -31%
GC
96
Guggenheim Capital
Illinois
$7.98M -$1.67M -22,607 -17%
US Bancorp
97
US Bancorp
Minnesota
$7.55M -$5.3K -72 -0.1%
Barclays
98
Barclays
United Kingdom
$7.35M +$60.1K +824 +0.8%
QBFM
99
QS Batterymarch Financial Management
New York
$6.93M +$5.5M +74,546 +385%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$6.33M -$786K -10,682 -11%
2 3
4
5 6