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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
126
Timber Hill
Connecticut
$2.9M +$2.65M +48,634 +1,065%
HIM
127
Hillsdale Investment Management
Ontario, Canada
$2.84M +$663K +12,145 +31%
ACM
128
Azimuth Capital Management
Michigan
$2.8M +$167K +3,060 +6%
USAA
129
United Services Automobile Association
Texas
$2.73M – – –
DL
130
Delta Lloyd
Netherlands
$2.72M +$278K +5,085 +11%
EAM
131
Eagle Asset Management
Florida
$2.66M -$86.4M -1,584,628 -97%
BA
132
BKS Advisors
Michigan
$2.46M +$85.9K +1,575 +4%
M
133
MOTCO
Texas
$2.45M +$38.6K +708 +2%
RWM
134
Rench Wealth Management
Texas
$2.38M +$59.7K +1,095 +3%
Jane Street
135
Jane Street
New York
$2.35M +$2.35M +43,155 New
SWM
136
SVA Wealth Management
Wisconsin
$2.35M +$249K +4,558 +12%
FNBOMD
137
First National Bank of Mount Dora
Florida
$2.22M -$325K -5,950 -13%
DMIC
138
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.14M +$33.6K +618 +2%
CS
139
Candriam SCA
Luxembourg
$2.12M +$445K +8,199 +27%
Comerica Bank
140
Comerica Bank
Texas
$1.89M -$1.94M -35,518 -51%
WAM
141
World Asset Management
Michigan
$1.83M +$147K +2,686 +9%
PRCM
142
Pine River Capital Management
Minnesota
$1.79M -$381K -5,233 -18%
DR
143
Davis Rea
Ontario, Canada
$1.79M -$150K -2,762 -8%
O
144
OppenheimerFunds
New York
$1.77M – – –
GWM
145
Graybill Wealth Management
Illinois
$1.75M +$20.7K +380 +1%
Two Sigma Advisers
146
Two Sigma Advisers
New York
$1.75M +$1.75M +32,131 New
LPL Financial
147
LPL Financial
California
$1.73M +$1.1M +19,461 +173%
CCMG
148
Clark Capital Management Group
Pennsylvania
$1.72M +$1.72M +31,482 New
EVM
149
Eaton Vance Management
Massachusetts
$1.68M – – –
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.66M -$9.6K -176 -0.6%
4 5
6
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