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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.8M
3
EAM
3
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
4
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
101
Lingohr Asset Management
Germany
$8.03M -$3.72M -50,569 -32%
B
102
Baird
Wisconsin
$7.95M +$6M +84,806 +307%
Vanguard Group
103
Vanguard Group
Pennsylvania
$7.18M -$188K -2,652 -3%
FAAM
104
First Allied Asset Management
California
$6.56M -$159K -2,239 -2%
CAM
105
Capstone Asset Management
Texas
$6.21M +$2.57M +36,309 +71%
M&T Bank
106
M&T Bank
New York
$6.18M +$631K +8,928 +11%
First Trust Advisors
107
First Trust Advisors
Illinois
$6.06M +$1.29M +18,187 +27%
NBC
108
Neuberger Berman Canada
Ontario, Canada
$5.87M +$1.69M +20,540 +40%
AIM
109
Acuity Investment Management
Ontario, Canada
$5.62M -$14.1K -200 -0.3%
US Bancorp
110
US Bancorp
Minnesota
$5.58M -$1.69M -23,916 -23%
LC
111
Lubar & Co
Wisconsin
$5.57M – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$5.52M +$82.4K +1,181 +2%
MPM
113
Meritage Portfolio Management
Kansas
$5.06M +$186K +2,635 +4%
PPA
114
Parametric Portfolio Associates
Washington
$4.95M +$265K +3,748 +6%
Barclays
115
Barclays
United Kingdom
$4.89M -$995K -14,219 -17%
HighTower Advisors
116
HighTower Advisors
Illinois
$4.86M +$4.32M +61,051 +809%
NEI
117
Northwest & Ethical Investments
Ontario, Canada
$4.8M -$1.46M -20,600 -23%
CP
118
Cumberland Partners
Ontario, Canada
$4.7M +$173K +2,446 +4%
TCIM
119
TIAA CREF Investment Management
New York
$4.6M – – –
NIA
120
Northstar Investment Advisors
Colorado
$4.47M +$119K +1,680 +3%
LCP
121
Legacy Capital Partners
Wisconsin
$4.37M +$128K +1,810 +3%
Comerica Bank
122
Comerica Bank
Texas
$4.33M +$2.19M +31,019 +103%
RG
123
Rathbones Group
United Kingdom
$4.29M +$38.1K +537 +0.9%
BAM
124
Berkshire Asset Management
Pennsylvania
$4.28M +$195K +2,756 +5%
FAB
125
First American Bank
Illinois
$3.68M +$47.6K +673 +1%
3 4
5
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