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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$856M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
126
Rench Wealth Management
Texas
$3M +$15.7K +214 +0.5%
B
127
Baird
Wisconsin
$2.99M -$487K -6,613 -14%
DR
128
Davis Rea
Ontario, Canada
$2.92M -$71.5K -972 -2%
BCIM
129
British Columbia Investment Management
British Columbia, Canada
$2.76M +$2.76M +40,000 New
WAM
130
World Asset Management
Michigan
$2.59M -$81.4K -1,106 -3%
PWLP
131
Prio Wealth Limited Partnership
Massachusetts
$2.49M -$281K -3,816 -10%
AAM
132
Advisors Asset Management
Colorado
$2.44M +$155K +2,102 +7%
PI
133
PineBridge Investments
New York
$2.38M -$652K -8,300 -22%
EAM
134
EULAV Asset Management
Florida
$2.36M – – –
WCA
135
Waratah Capital Advisors
Ontario, Canada
$2.33M +$980K +13,300 +73%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$2.33M -$72.3K -982 -3%
Comerica Bank
137
Comerica Bank
Texas
$2.32M -$548K -7,441 -19%
EVM
138
Eaton Vance Management
Massachusetts
$2.3M -$662 -9 -0%
NSAM
139
North Star Asset Management
Wisconsin
$2.22M -$554K -7,534 -20%
PRCM
140
Pine River Capital Management
Minnesota
$2.21M +$1.93M +24,547 +691%
CCMIC
141
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.15M -$133K -1,700 -6%
CFN
142
Cordasco Financial Network
Florida
$2.09M -$74.5K -1,012 -3%
Jane Street
143
Jane Street
New York
$2.06M +$405K +5,500 +24%
CR
144
Cooperatieve Rabobank
Netherlands
$2.06M +$581K +7,900 +39%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$2.03M -$121K -1,641 -6%
FCB
146
First Citizens Bancorporation
South Carolina
$2.03M +$114K +1,545 +6%
JFGIW
147
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.99M +$515 +7 +0%
AC
148
Addenda Capital
Quebec, Canada
$1.99M -$348K -4,720 -15%
DL
149
Delta Lloyd
Netherlands
$1.93M +$178K +2,422 +10%
ACM
150
Azimuth Capital Management
Michigan
$1.89M +$258K +3,503 +16%
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