BMO icon

Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
126
First Allied Advisory Services
California
$2.88M +$225K +3,293 +8%
AG
127
Algert Global
California
$2.87M +$1.36M +20,240 +90%
PI
128
PineBridge Investments
New York
$2.85M – – –
AI
129
Analytic Investors
California
$2.76M -$114K -1,700 -4%
DR
130
Davis Rea
Ontario, Canada
$2.72M +$29.8K +444 +1%
RWM
131
Rench Wealth Management
Texas
$2.72M -$258K -3,855 -9%
TRCT
132
Tower Research Capital (TRC)
New York
$2.66M +$2.64M +35,685 +13,620%
M
133
MOTCO
Texas
$2.62M +$3.48K +52 +0.1%
Comerica Bank
134
Comerica Bank
Texas
$2.61M -$21.5K -321 -0.8%
NSAM
135
North Star Asset Management
Wisconsin
$2.53M -$342K -5,104 -12%
PWLP
136
Prio Wealth Limited Partnership
Massachusetts
$2.52M -$147K -2,190 -5%
MIU
137
Man Investments (UK)
United Kingdom
$2.46M +$2.46M +36,739 New
WAM
138
World Asset Management
Michigan
$2.43M -$579K -8,640 -19%
SCM
139
Stevens Capital Management
Pennsylvania
$2.35M +$119K +1,770 +5%
NEI
140
Northwest & Ethical Investments
Ontario, Canada
$2.32M -$549K -8,200 -19%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.18M +$78.5K +1,171 +4%
EAM
142
EULAV Asset Management
Florida
$2.14M -$1.81M -27,000 -46%
AC
143
Addenda Capital
Quebec, Canada
$2.12M – – –
EVM
144
Eaton Vance Management
Massachusetts
$2.09M +$335 +5 +0%
AAM
145
Advisors Asset Management
Colorado
$2.08M +$419K +6,253 +25%
CFN
146
Cordasco Financial Network
Florida
$1.97M -$575K -8,581 -23%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$1.96M +$552K +8,231 +39%
CCMIC
148
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.96M +$1.96M +29,200 New
Fidelity International
149
Fidelity International
Bermuda
$1.87M -$1.69M -25,200 -47%
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.81M +$14.7K +220 +0.8%
4 5
6
7 8