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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWR
101
McAdams Wright Ragen
Washington
$5.03M -$257K -3,850 -5%
EAM
102
EULAV Asset Management
Florida
$4.74M -$448K -6,700 -9%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.74M -$200K -2,994 -4%
MCM
104
Maltese Capital Management
New York
$4.66M +$4.66M +69,800 New
Fidelity International
105
Fidelity International
Bermuda
$4.48M +$240K +3,600 +6%
PPA
106
Parametric Portfolio Associates
Washington
$4.45M -$166K -2,491 -4%
RJA
107
Raymond James & Associates
Florida
$4.44M -$403K -6,042 -8%
RA
108
Rational Advisors
New York
$4.31M -$154K -2,300 -3%
RG
109
Rathbones Group
United Kingdom
$4.27M +$134K +2,000 +3%
CA
110
Commerzbank Aktiengesellschaft
Germany
$4.21M -$2.94M -44,028 -41%
MPM
111
Meritage Portfolio Management
Kansas
$4.17M +$151K +2,260 +4%
1IA
112
1834 Investment Advisors
Wisconsin
$4.08M -$26.5K -396 -0.6%
BAM
113
Berkshire Asset Management
Pennsylvania
$4.04M +$953K +14,268 +31%
WAM
114
World Asset Management
Michigan
$3.91M -$751K -11,234 -16%
HighTower Advisors
115
HighTower Advisors
Illinois
$3.9M +$44K +657 +1%
LCP
116
Legacy Capital Partners
Wisconsin
$3.8M +$140K +2,100 +4%
NEI
117
Northwest & Ethical Investments
Ontario, Canada
$3.76M +$3.76M +56,200 New
PR
118
Payden & Rygel
California
$3.72M -$274K -4,100 -7%
CP
119
Cumberland Partners
Ontario, Canada
$3.71M +$44.6K +668 +1%
QBFM
120
QS Batterymarch Financial Management
New York
$3.65M – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$3.63M -$127K -2,317 -3%
NIA
122
Northstar Investment Advisors
Colorado
$3.6M +$198K +2,967 +6%
Comerica Bank
123
Comerica Bank
Texas
$3.38M +$340K +5,088 +11%
Dimensional Fund Advisors
124
Dimensional Fund Advisors
Texas
$3.36M +$218K +3,262 +7%
USAA
125
United Services Automobile Association
Texas
$3.34M – – –
3 4
5
6 7