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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$3.24M -$24.4M -364,600 -88%
DFIM
127
Detwiler Fenton Investment Management
Massachusetts
$3.16M -$16.6K -249 -0.5%
AI
128
Analytic Investors
California
$3.11M -$7.68M -114,900 -71%
SBAM
129
Santa Barbara Asset Management
California
$3.05M +$408K +6,106 +15%
MAM
130
Martingale Asset Management
Massachusetts
$3.03M +$468K +7,001 +18%
PWLP
131
Prio Wealth Limited Partnership
Massachusetts
$2.97M -$4.41M -65,959 -60%
NSAM
132
North Star Asset Management
Wisconsin
$2.87M -$200 -3 -0%
SMM
133
Stadion Money Management
Georgia
$2.81M +$984K +14,720 +54%
DR
134
Davis Rea
Ontario, Canada
$2.73M +$12.7K +190 +0.5%
FAB
135
First American Bank
Illinois
$2.69M +$172K +2,570 +7%
M
136
MOTCO
Texas
$2.49M +$145K +2,169 +6%
FNBOMD
137
First National Bank of Mount Dora
Florida
$2.42M -$315K -4,710 -12%
AC
138
Addenda Capital
Quebec, Canada
$2.29M – – –
MAA
139
Managed Account Advisors
New Jersey
$2.2M -$34.4K -515 -2%
SCA
140
SAC Capital Advisors
Connecticut
$2.19M +$2.19M +32,782 New
B
141
Baird
Wisconsin
$2.15M +$774K +11,580 +56%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$2.14M +$175K +2,620 +9%
EVM
143
Eaton Vance Management
Massachusetts
$2.09M +$200 +3 +0%
State Street
144
State Street
Massachusetts
$2.02M -$105K -1,568 -5%
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.78M +$247K +3,702 +16%
FCB
146
First Citizens Bancorporation
South Carolina
$1.7M +$55.8K +835 +3%
WA
147
WFG Advisors
Texas
$1.64M -$72.6K -1,086 -4%
WCM
148
Wisconsin Capital Management
Wisconsin
$1.62M -$2.14M -32,094 -57%
WRM
149
Westport Resources Management
Connecticut
$1.47M +$471K +7,052 +47%
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$1.45M -$21.8M -325,608 -94%
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