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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$5.44M 99,695 +2,848 +3%
First Trust Advisors
102
First Trust Advisors
Illinois
$5.38M 98,673 -4,163 -4%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$5.37M 98,900 +3,688 +4%
CAM
104
Capstone Asset Management
Texas
$5.33M 97,653 +4,141 +4%
US Bancorp
105
US Bancorp
Minnesota
$5.18M 94,974 -72 -0.1%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$5.11M 93,703 +18,978 +25%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$5.03M 92,265 +92,265 New
RJA
108
Raymond James & Associates
Florida
$4.91M 89,946 -625,954 -87%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$4.51M 82,734 +5,715 +7%
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.45M 81,996 -32,800 -29%
BMCMI
111
Bryn Mawr Capital Management Inc
Pennsylvania
$4.4M 80,735 -56,565 -41%
NIA
112
Northstar Investment Advisors
Colorado
$4.35M 79,766 +4,904 +7%
BAM
113
Berkshire Asset Management
Pennsylvania
$4.27M 78,219 +3,629 +5%
CBOA
114
Commonwealth Bank of Australia
Australia
$4.24M 77,545 +77,545 New
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$4.21M 77,251 +33,483 +77%
LC
116
Lubar & Co
Wisconsin
$4.07M 74,550 -1 -0%
Federated Hermes
117
Federated Hermes
Pennsylvania
$3.97M 72,858 -34,366 -32%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$3.93M 96,462 -5,613 -5%
PI
119
PineBridge Investments
New York
$3.86M 52,999 +10,125 +24%
NFA
120
Nationwide Fund Advisors
Ohio
$3.75M 68,716 +17,391 +34%
PPA
121
Parametric Portfolio Associates
Washington
$3.57M 65,504 -7,559 -10%
LCP
122
Legacy Capital Partners
Wisconsin
$3.51M 64,250 +3,500 +6%
LSV Asset Management
123
LSV Asset Management
Illinois
$3.25M 59,500 +20,000 +51%
ARTA
124
A.R.T. Advisors
New York
$3.18M 58,290 +5,027 +9%
RG
125
Rathbones Group
United Kingdom
$3.16M 58,256 – –
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5
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