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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$856M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
3
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
5
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
5
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Acuity Investment Management
Ontario, Canada
$6.03M -$762K -10,350 -11%
LC
102
Lubar & Co
Wisconsin
$5.79M +$6.11K +83 +0.1%
MWR
103
McAdams Wright Ragen
Washington
$5.68M +$92.6K +1,258 +2%
WT
104
Wilmington Trust
Delaware
$5.65M -$463K -6,292 -8%
RJA
105
Raymond James & Associates
Florida
$5.55M +$692K +9,398 +14%
NEI
106
Northwest & Ethical Investments
Ontario, Canada
$5.51M +$2.96M +40,200 +116%
MPM
107
Meritage Portfolio Management
Kansas
$4.98M +$292K +3,970 +6%
HighTower Advisors
108
HighTower Advisors
Illinois
$4.7M +$44.9K +610 +1%
First Trust Advisors
109
First Trust Advisors
Illinois
$4.68M -$618K -8,392 -12%
PPA
110
Parametric Portfolio Associates
Washington
$4.58M +$145K +1,970 +3%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$4.55M +$3.06M +41,500 +205%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$4.55M +$228K +3,910 +5%
RG
113
Rathbones Group
United Kingdom
$4.52M +$6.27K +85 +0.1%
CP
114
Cumberland Partners
Ontario, Canada
$4.46M +$390K +5,293 +10%
NIA
115
Northstar Investment Advisors
Colorado
$4.4M -$48.3K -657 -1%
BAM
116
Berkshire Asset Management
Pennsylvania
$4.25M -$573K -7,782 -12%
LCP
117
Legacy Capital Partners
Wisconsin
$4.19M -$73.6K -1,000 -2%
OAM
118
Oxford Asset Management
United Kingdom
$3.88M +$3.88M +52,625 New
USAA
119
United Services Automobile Association
Texas
$3.68M – – –
FAB
120
First American Bank
Illinois
$3.65M +$101K +1,366 +3%
HNB
121
Huntington National Bank
Ohio
$3.61M -$891K -12,100 -20%
FNBOMD
122
First National Bank of Mount Dora
Florida
$3.49M +$221K +3,000 +7%
DFIM
123
Detwiler Fenton Investment Management
Massachusetts
$3.44M -$137K -1,863 -4%
DMIC
124
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.31M -$108K -1,464 -3%
M
125
MOTCO
Texas
$3.08M +$208K +2,829 +7%
3 4
5
6 7