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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Wilmington Trust
Delaware
$5.57M – – –
LC
102
Lubar & Co
Wisconsin
$5.27M – – –
MWR
103
McAdams Wright Ragen
Washington
$5.08M +$21.8K +325 +0.4%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$4.91M +$4.39M +65,573 +859%
First Trust Advisors
105
First Trust Advisors
Illinois
$4.83M +$48.6K +726 +1%
RJA
106
Raymond James & Associates
Florida
$4.41M +$203K +3,032 +5%
BAM
107
Berkshire Asset Management
Pennsylvania
$4.39M -$476K -7,098 -10%
MPM
108
Meritage Portfolio Management
Kansas
$4.27M +$105K +1,570 +3%
HighTower Advisors
109
HighTower Advisors
Illinois
$4.23M +$3.59M +53,635 +565%
RG
110
Rathbones Group
United Kingdom
$4.1M -$103K -1,530 -2%
HNB
111
Huntington National Bank
Ohio
$4.1M +$3.93M +58,600 +2,286%
NIA
112
Northstar Investment Advisors
Colorado
$4.05M +$315K +4,705 +8%
PPA
113
Parametric Portfolio Associates
Washington
$4.04M -$219K -3,265 -5%
1IA
114
1834 Investment Advisors
Wisconsin
$3.99M -$31.5K -470 -0.8%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$3.89M +$350K +6,658 +10%
LCP
116
Legacy Capital Partners
Wisconsin
$3.88M -$83.8K -1,250 -2%
CP
117
Cumberland Partners
Ontario, Canada
$3.7M +$73.5K +1,096 +2%
USAA
118
United Services Automobile Association
Texas
$3.35M – – –
DFIM
119
Detwiler Fenton Investment Management
Massachusetts
$3.26M +$71.4K +1,066 +2%
FAB
120
First American Bank
Illinois
$3.23M +$485K +7,234 +18%
B
121
Baird
Wisconsin
$3.17M +$326K +4,865 +11%
DMIC
122
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.11M -$93.6K -1,397 -3%
Two Sigma Investments
123
Two Sigma Investments
New York
$3.02M +$3.02M +45,108 New
FNBOMD
124
First National Bank of Mount Dora
Florida
$2.98M +$490K +7,310 +20%
CA
125
Commerzbank Aktiengesellschaft
Germany
$2.89M -$1.47M -22,001 -34%
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5
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