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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
3
Franklin Resources
California
$489M
4
GC
4
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$5.44M +$204K +3,395 +4%
CAM
102
Capstone Asset Management
Texas
$5.36M +$94.1K +1,569 +2%
ARTA
103
A.R.T. Advisors
New York
$4.93M +$3.97M +66,267 +415%
LAM
104
Lingohr Asset Management
Germany
$4.91M -$1.54M -26,087 -24%
US Bancorp
105
US Bancorp
Minnesota
$4.82M +$86K +1,434 +2%
LC
106
Lubar & Co
Wisconsin
$4.72M – – –
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$4.71M +$2.68M +56,693 +133%
BAM
108
Berkshire Asset Management
Pennsylvania
$4.54M +$916K +15,274 +25%
NIA
109
Northstar Investment Advisors
Colorado
$4.19M +$397K +6,620 +10%
PPA
110
Parametric Portfolio Associates
Washington
$4.16M -$31.8K -531 -0.8%
NEI
111
Northwest & Ethical Investments
Ontario, Canada
$4.06M – – –
B
112
Baird
Wisconsin
$4.04M -$2.7M -45,103 -40%
HIM
113
Hillsdale Investment Management
Ontario, Canada
$4.03M -$3.33M -55,645 -45%
TCIM
114
TIAA CREF Investment Management
New York
$3.9M – – –
CNB
115
City National Bank
California
$3.87M -$13.4M -223,487 -78%
LCP
116
Legacy Capital Partners
Wisconsin
$3.78M +$73.5K +1,225 +2%
RG
117
Rathbones Group
United Kingdom
$3.49M -$132K -2,200 -4%
WAM
118
Wolverine Asset Management
Illinois
$3.3M +$3.3M +55,000 New
PI
119
PineBridge Investments
New York
$3.23M +$520K +6,849 +19%
FAB
120
First American Bank
Illinois
$3.12M -$5.22K -87 -0.2%
USAA
121
United Services Automobile Association
Texas
$3M – – –
ACM
122
Azimuth Capital Management
Michigan
$2.89M +$1.12M +18,652 +63%
FNBOMD
123
First National Bank of Mount Dora
Florida
$2.88M +$336K +5,609 +13%
M
124
MOTCO
Texas
$2.54M -$16.7K -278 -0.7%
BA
125
BKS Advisors
Michigan
$2.48M +$2.48M +41,361 New
3 4
5
6 7