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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$260M
2
CA
2
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
4
Canada Life
Manitoba, Canada
$272M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOMD
126
First National Bank of Mount Dora
Florida
$2.77M -$76.8K -1,295 -3%
DL
127
Delta Lloyd
Netherlands
$2.65M +$977K +16,484 +58%
M
128
MOTCO
Texas
$2.63M +$115K +1,936 +5%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$2.59M -$6.33M -106,900 -71%
BA
130
BKS Advisors
Michigan
$2.57M +$122K +2,064 +5%
RWM
131
Rench Wealth Management
Texas
$2.52M +$69.2K +1,167 +3%
GC
132
Guggenheim Capital
Illinois
$2.46M +$657K +11,078 +36%
HIM
133
Hillsdale Investment Management
Ontario, Canada
$2.36M -$1.63M -27,470 -41%
LSV Asset Management
134
LSV Asset Management
Illinois
$2.34M – – –
DMIC
135
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.3M -$27.4K -462 -1%
BTS
136
BB&T Securities
Virginia
$2.29M +$157K +2,646 +7%
SWM
137
SVA Wealth Management
Wisconsin
$2.28M -$65.4K -1,104 -3%
PRCM
138
Pine River Capital Management
Minnesota
$2.21M -$136K -1,842 -6%
DR
139
Davis Rea
Ontario, Canada
$2.12M -$206K -3,468 -9%
CNB
140
City National Bank
California
$2.03M -$1.79M -30,142 -47%
O
141
OppenheimerFunds
New York
$1.93M +$42.1K +710 +2%
RJT
142
Raymond James Trust
Florida
$1.9M +$17.2K +291 +0.9%
GWM
143
Graybill Wealth Management
Illinois
$1.88M +$3.85K +65 +0.2%
WAM
144
World Asset Management
Michigan
$1.83M -$122K -2,057 -6%
EVM
145
Eaton Vance Management
Massachusetts
$1.83M -$19.9K -335 -1%
CS
146
Candriam SCA
Luxembourg
$1.82M -$79.6K -1,343 -4%
MSU
147
Maple Securities USA
New Jersey
$1.82M +$1.41M +23,708 +337%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$1.82M +$92.1K +1,553 +5%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$1.73M -$552K -9,315 -24%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.69M +$541K +9,124 +47%
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