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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
126
United Services Automobile Association
Texas
$3.54M – – –
DMIC
127
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.23M – – –
M
128
MOTCO
Texas
$3.02M -$114K -1,610 -4%
FNBOMD
129
First National Bank of Mount Dora
Florida
$3M -$477K -6,750 -14%
PI
130
PineBridge Investments
New York
$2.93M +$311K +3,784 +12%
PAM
131
Panagora Asset Management
Massachusetts
$2.9M – – –
RWM
132
Rench Wealth Management
Texas
$2.87M -$92K -1,300 -3%
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.86M +$674K +9,524 +31%
LSV Asset Management
134
LSV Asset Management
Illinois
$2.79M – – –
DR
135
Davis Rea
Ontario, Canada
$2.76M -$25.2K -355 -0.9%
GC
136
Guggenheim Capital
Illinois
$2.72M -$12.3M -173,497 -82%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$2.61M +$145K +2,378 +6%
WAM
138
World Asset Management
Michigan
$2.34M -$15.8K -224 -0.7%
EAM
139
EULAV Asset Management
Florida
$2.26M – – –
EVM
140
Eaton Vance Management
Massachusetts
$2.21M -$353 -5 -0%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.18M -$85K -1,202 -4%
PRCM
142
Pine River Capital Management
Minnesota
$2.18M +$148K +1,800 +7%
AAM
143
Advisors Asset Management
Colorado
$2.18M -$151K -2,134 -6%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$2.17M +$227K +3,202 +12%
ACM
145
Azimuth Capital Management
Michigan
$2.09M +$159K +2,250 +8%
FCB
146
First Citizens Bancorporation
South Carolina
$2.05M +$31.5K +445 +2%
PWLP
147
Prio Wealth Limited Partnership
Massachusetts
$2.02M -$222K -3,139 -10%
NSAM
148
North Star Asset Management
Wisconsin
$2M -$38K -537 -2%
DL
149
Delta Lloyd
Netherlands
$2M +$174K +2,453 +9%
RJT
150
Raymond James Trust
Florida
$1.88M +$1.88M +26,624 New
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