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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
126
MOTCO
Texas
$3.26M +$171K +2,329 +6%
DMIC
127
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.23M -$79.4K -1,080 -2%
RWM
128
Rench Wealth Management
Texas
$3.08M +$76.6K +1,040 +3%
PAM
129
Panagora Asset Management
Massachusetts
$3.02M +$2.86M +38,810 +1,726%
LSV Asset Management
130
LSV Asset Management
Illinois
$2.91M +$2.91M +39,500 New
DR
131
Davis Rea
Ontario, Canada
$2.89M -$25.7K -350 -0.9%
AP
132
AHL Partners
United Kingdom
$2.72M +$2.72M +36,891 New
BCIM
133
British Columbia Investment Management
British Columbia, Canada
$2.66M +$25.4K +386 +1%
PI
134
PineBridge Investments
New York
$2.63M +$133K +1,612 +5%
WAM
135
World Asset Management
Michigan
$2.45M -$133K -1,812 -5%
AAM
136
Advisors Asset Management
Colorado
$2.42M -$22K -299 -0.9%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$2.36M +$30.8K +419 +1%
EAM
138
EULAV Asset Management
Florida
$2.36M – – –
PWLP
139
Prio Wealth Limited Partnership
Massachusetts
$2.34M -$152K -2,065 -6%
EVM
140
Eaton Vance Management
Massachusetts
$2.3M -$1.03K -14 -0%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.27M +$279K +3,791 +14%
TH
142
Timber Hill
Connecticut
$2.23M +$1.64M +22,302 +280%
Comerica Bank
143
Comerica Bank
Texas
$2.22M -$93.9K -1,276 -4%
NSAM
144
North Star Asset Management
Wisconsin
$2.12M -$95.7K -1,300 -4%
FCB
145
First Citizens Bancorporation
South Carolina
$2.1M +$70.7K +960 +3%
CFN
146
Cordasco Financial Network
Florida
$2.07M -$14K -190 -0.7%
DL
147
Delta Lloyd
Netherlands
$2.06M -$34.7K -434 -2%
PRCM
148
Pine River Capital Management
Minnesota
$2.04M -$280K -3,392 -12%
B
149
Baird
Wisconsin
$2.03M -$957K -12,998 -32%
SCM
150
Stevens Capital Management
Pennsylvania
$2.03M +$2.03M +27,614 New
4 5
6
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