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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
76
Gulf International Bank (UK)
United Kingdom
$16.7M +$152K +1,650 +0.9%
AC
77
Amici Capital
New York
$15.9M – – –
HAM
78
Highstreet Asset Management
Ontario, Canada
$15.8M -$2.14M -29,015 -12%
AG
79
Aperio Group
California
$15.8M +$360K +4,894 +2%
GC
80
Guggenheim Capital
Illinois
$15.6M +$7.63M +103,633 +96%
BUB
81
BBVA USA Bancshares
Texas
$14.3M +$103K +1,394 +0.7%
BKBG
82
BHF Kleinwort Benson Group
Belgium
$13.3M +$753K +9,132 +6%
H
83
Hexavest
Quebec, Canada
$12.9M -$4.57M -61,982 -26%
Northern Trust
84
Northern Trust
Illinois
$12.8M +$813K +11,044 +7%
MME
85
Meag Munich Ergo
Germany
$12.4M – – –
Credit Agricole
86
Credit Agricole
France
$12M +$2.31M +31,421 +24%
LAM
87
Lingohr Asset Management
Germany
$11.7M +$3.72M +50,569 +46%
CPS
88
Counsel Portfolio Services
Ontario, Canada
$10.7M +$2.51M +34,200 +31%
DSI
89
Daiwa SB Investments
Japan
$9.55M +$9.55M +129,700 New
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$9.54M +$690K +9,364 +8%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$8.84M +$30.5K +414 +0.3%
HIM
92
Hillsdale Investment Management
Ontario, Canada
$8.73M -$1.31M -17,800 -13%
Vanguard Group
93
Vanguard Group
Pennsylvania
$7.67M -$2.61M -35,400 -25%
US Bancorp
94
US Bancorp
Minnesota
$7.57M +$10.5K +143 +0.1%
CA
95
Commerzbank Aktiengesellschaft
Germany
$7.39M -$2.81M -38,153 -28%
FAAM
96
First Allied Asset Management
California
$7.08M +$7.08M +94,632 New
QBFM
97
QS Batterymarch Financial Management
New York
$6.93M – – –
NEI
98
Northwest & Ethical Investments
Ontario, Canada
$6.5M +$993K +13,500 +18%
Barclays
99
Barclays
United Kingdom
$6.14M -$1.21M -16,602 -16%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$6.12M +$1.58M +21,500 +35%
2 3
4
5 6