BMO icon

Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
Franklin Resources
California
$489M
4
GC
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
126
Rench Wealth Management
Texas
$2.48M +$43.8K +730 +2%
HI
127
HBK Investments
Texas
$2.43M +$1.72M +28,606 +242%
PRCM
128
Pine River Capital Management
Minnesota
$2.41M +$393K +5,175 +20%
SWM
129
SVA Wealth Management
Wisconsin
$2.38M +$1.39M +23,196 +141%
LSV Asset Management
130
LSV Asset Management
Illinois
$2.37M – – –
DMIC
131
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.35M -$275K -4,600 -10%
DR
132
Davis Rea
Ontario, Canada
$2.34M +$13.2K +220 +0.6%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$2.31M +$460K +7,662 +25%
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$2.07M +$2.07M +34,532 New
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$2.05M +$1.22M +20,270 +145%
Comerica Bank
136
Comerica Bank
Texas
$1.98M -$1.69M -28,141 -46%
WAM
137
World Asset Management
Michigan
$1.98M -$9.96K -166 -0.5%
CS
138
Candriam SCA
Luxembourg
$1.92M +$498K +8,308 +35%
O
139
OppenheimerFunds
New York
$1.91M +$550K +9,180 +41%
RJT
140
Raymond James Trust
Florida
$1.9M +$307K +5,122 +19%
GWM
141
Graybill Wealth Management
Illinois
$1.9M +$1.9M +31,685 New
EVM
142
Eaton Vance Management
Massachusetts
$1.87M – – –
GC
143
Guggenheim Capital
Illinois
$1.83M -$480K -8,005 -21%
AAM
144
Advisors Asset Management
Colorado
$1.77M -$79.4K -1,324 -4%
NFA
145
Nationwide Fund Advisors
Ohio
$1.76M +$1.76M +29,273 New
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$1.75M -$93.6K -1,561 -5%
DL
147
Delta Lloyd
Netherlands
$1.69M – – –
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M -$794K -13,249 -33%
NSAM
149
North Star Asset Management
Wisconsin
$1.61M -$86.6K -1,443 -5%
CFN
150
Cordasco Financial Network
Florida
$1.56M +$2.34K +39 +0.2%
4 5
6
7 8