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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
126
Martingale Asset Management
Massachusetts
$3.02M 45,337 – –
WAM
127
World Asset Management
Michigan
$2.99M 44,877 -13,562 -23%
SMM
128
Stadion Money Management
Georgia
$2.99M 44,797 +2,796 +7%
RWM
129
Rench Wealth Management
Texas
$2.96M 44,446 +44,446 New
AI
130
Analytic Investors
California
$2.86M 42,900 -3,600 -8%
NEI
131
Northwest & Ethical Investments
Ontario, Canada
$2.86M 42,900 -13,300 -24%
NSAM
132
North Star Asset Management
Wisconsin
$2.85M 42,790 -192 -0.4%
B
133
Baird
Wisconsin
$2.82M 42,368 +10,203 +32%
FAB
134
First American Bank
Illinois
$2.73M 40,974 +700 +2%
PI
135
PineBridge Investments
New York
$2.73M 38,555 +18,517 +92%
DR
136
Davis Rea
Ontario, Canada
$2.68M 40,176 -778 -2%
PWLP
137
Prio Wealth Limited Partnership
Massachusetts
$2.66M 39,831 -4,647 -10%
FAAS
138
First Allied Advisory Services
California
$2.65M 38,851 -46,721 -55%
Comerica Bank
139
Comerica Bank
Texas
$2.62M 39,223 -11,388 -23%
M
140
MOTCO
Texas
$2.6M 39,027 +1,802 +5%
AQR Capital Management
141
AQR Capital Management
Connecticut
$2.59M 38,900 +38,900 New
CFN
142
Cordasco Financial Network
Florida
$2.53M 37,925 +37,925 New
MAA
143
Managed Account Advisors
New Jersey
$2.48M 37,143 +4,213 +13%
FNBOMD
144
First National Bank of Mount Dora
Florida
$2.47M 37,102 +925 +3%
SCM
145
Stevens Capital Management
Pennsylvania
$2.22M 33,349 +29,605 +791%
Walleye Trading
146
Walleye Trading
New York
$2.13M 31,991 +31,991 New
AC
147
Addenda Capital
Quebec, Canada
$2.11M 31,670 -2,500 -7%
IIM
148
Intact Investment Management
Quebec, Canada
$2.11M 29,900 -189,500 -86%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$2.09M 31,409 -559 -2%
EVM
150
Eaton Vance Management
Massachusetts
$2.08M 31,223 +1 +0%
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