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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$6.03M -$308K -4,185 -5%
MWR
102
McAdams Wright Ragen
Washington
$6.02M +$344K +4,675 +6%
AIM
103
Acuity Investment Management
Ontario, Canada
$5.86M -$169K -2,300 -3%
LC
104
Lubar & Co
Wisconsin
$5.8M – – –
M&T Bank
105
M&T Bank
New York
$5.78M +$5.78M +78,464 New
RJA
106
Raymond James & Associates
Florida
$5.76M +$211K +2,860 +4%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$5.23M +$4.9K +73 +0.1%
MPM
108
Meritage Portfolio Management
Kansas
$5.07M +$92.2K +1,253 +2%
First Trust Advisors
109
First Trust Advisors
Illinois
$4.97M +$281K +3,816 +6%
PPA
110
Parametric Portfolio Associates
Washington
$4.87M +$295K +4,013 +6%
TCIM
111
TIAA CREF Investment Management
New York
$4.79M +$4.79M +65,000 New
Marshall Wace
112
Marshall Wace
United Kingdom
$4.7M -$9.29M -126,216 -66%
CP
113
Cumberland Partners
Ontario, Canada
$4.7M +$250K +3,401 +6%
NIA
114
Northstar Investment Advisors
Colorado
$4.53M +$134K +1,823 +3%
LOAMS
115
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.51M +$3.76M +50,547 +504%
RG
116
Rathbones Group
United Kingdom
$4.42M -$99.6K -1,350 -2%
LCP
117
Legacy Capital Partners
Wisconsin
$4.41M +$221K +3,000 +5%
BAM
118
Berkshire Asset Management
Pennsylvania
$4.25M -$1.47K -20 -0%
NBC
119
Neuberger Berman Canada
Ontario, Canada
$4.2M +$4.2M +50,918 New
CAM
120
Capstone Asset Management
Texas
$3.79M -$7.14M -96,933 -65%
FAB
121
First American Bank
Illinois
$3.78M +$132K +1,790 +4%
Jane Street
122
Jane Street
New York
$3.77M +$1.71M +23,180 +83%
USAA
123
United Services Automobile Association
Texas
$3.68M – – –
FNBOMD
124
First National Bank of Mount Dora
Florida
$3.62M +$127K +1,725 +4%
DFIM
125
Detwiler Fenton Investment Management
Massachusetts
$3.44M -$5.15K -70 -0.1%
3 4
5
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