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Bank of Montreal
BMO

Overview Fund Activity

318 hedge funds and large institutions have $16.7B invested in Bank of Montreal in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$155M
Net Calls
+$7.59M
Net Calls Change
+$7.59M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
101
First Allied Asset Management
California
$4.48M +$4.48M +76,643 New
First Trust Advisors
102
First Trust Advisors
Illinois
$4.29M +$4.29M +73,859 New
RJA
103
Raymond James & Associates
Florida
$4.22M +$4.22M +72,695 New
WAM
104
World Asset Management
Michigan
$4.04M +$4.04M +69,673 New
PPA
105
Parametric Portfolio Associates
Washington
$4.01M +$4.01M +69,021 New
TAM
106
Thornmark Asset Management
Ontario, Canada
$3.98M +$3.98M +68,520 New
RA
107
Rational Advisors
New York
$3.87M +$3.87M +66,750 New
CCIA
108
Campbell & Co Investment Adviser
Maryland
$3.74M +$3.74M +64,389 New
Fidelity International
109
Fidelity International
Bermuda
$3.68M +$3.68M +63,500 New
RG
110
Rathbones Group
United Kingdom
$3.57M +$3.57M +61,794 New
1IA
111
1834 Investment Advisors
Wisconsin
$3.57M +$3.57M +61,500 New
BMCMI
112
Bryn Mawr Capital Management Inc
Pennsylvania
$3.57M +$3.57M +61,490 New
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$3.54M +$3.54M +68,518 New
MPM
114
Meritage Portfolio Management
Kansas
$3.49M +$3.49M +60,200 New
PR
115
Payden & Rygel
California
$3.46M +$3.46M +59,700 New
Jane Street
116
Jane Street
New York
$3.44M +$3.44M +59,308 New
HighTower Advisors
117
HighTower Advisors
Illinois
$3.35M +$3.35M +57,647 New
WCM
118
Wisconsin Capital Management
Wisconsin
$3.27M +$3.27M +56,279 New
FAAS
119
First Allied Advisory Services
California
$3.25M +$3.25M +55,337 New
OAM
120
Oxford Asset Management
United Kingdom
$3.24M +$3.24M +55,767 New
CP
121
Cumberland Partners
Ontario, Canada
$3.18M +$3.18M +54,873 New
LCP
122
Legacy Capital Partners
Wisconsin
$3.18M +$3.18M +54,771 New
QBFM
123
QS Batterymarch Financial Management
New York
$3.16M +$3.16M +54,556 New
NIA
124
Northstar Investment Advisors
Colorado
$2.95M +$2.95M +50,906 New
USAA
125
United Services Automobile Association
Texas
$2.9M +$2.9M +50,000 New
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