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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$4.75M 71,298 +433 +0.6%
PPA
102
Parametric Portfolio Associates
Washington
$4.23M 63,476 -3,054 -5%
RJA
103
Raymond James & Associates
Florida
$4.2M 62,918 -3,735 -6%
RG
104
Rathbones Group
United Kingdom
$4.18M 62,714 -1,080 -2%
MPM
105
Meritage Portfolio Management
Kansas
$4.14M 62,135 -325 -0.5%
1IA
106
1834 Investment Advisors
Wisconsin
$4M 60,024 -1,080 -2%
CA
107
Commerzbank Aktiengesellschaft
Germany
$3.98M 65,074 +2,050 +3%
LCP
108
Legacy Capital Partners
Wisconsin
$3.95M 59,181 +2,310 +4%
EAM
109
EULAV Asset Management
Florida
$3.93M 59,000 -12,000 -17%
RA
110
Rational Advisors
New York
$3.91M 58,650 -5,800 -9%
CCIA
111
Campbell & Co Investment Adviser
Maryland
$3.91M 58,648 +58,648 New
NIA
112
Northstar Investment Advisors
Colorado
$3.71M 55,680 +1,807 +3%
CP
113
Cumberland Partners
Ontario, Canada
$3.61M 54,141 -1,400 -3%
BKBG
114
BHF Kleinwort Benson Group
Belgium
$3.6M 54,054 +40,254 +292%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$3.56M 67,353 +1,152 +2%
OAM
116
Oxford Asset Management
United Kingdom
$3.56M 53,327 +41,526 +352%
Fidelity International
117
Fidelity International
Bermuda
$3.54M 53,100 -14,000 -21%
Dimensional Fund Advisors
118
Dimensional Fund Advisors
Texas
$3.51M 52,613 +2,259 +4%
CR
119
Cooperatieve Rabobank
Netherlands
$3.42M 51,334 +51,334 New
SBAM
120
Santa Barbara Asset Management
California
$3.35M 50,298 +4,676 +10%
USAA
121
United Services Automobile Association
Texas
$3.33M 50,000 – –
DMIC
122
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.18M 47,830 -67,010 -58%
Millennium Management
123
Millennium Management
New York
$3.18M 47,770 +41,462 +657%
DFIM
124
Detwiler Fenton Investment Management
Massachusetts
$3.17M 47,594 +341 +0.7%
PP
125
Paloma Partners
Connecticut
$3.03M 45,480 +28,980 +176%
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5
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