BMO icon

Bank of Montreal
BMO

Overview Fund Activity

318 hedge funds and large institutions have $16.7B invested in Bank of Montreal in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$155M
Net Calls
+$7.59M
Net Calls Change
+$7.59M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$1.38M +$1.38M +23,795 New
TH
152
Timber Hill
Connecticut
$1.37M +$1.37M +23,633 New
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M +$1.33M +22,869 New
TRCT
154
Tower Research Capital (TRC)
New York
$1.26M +$1.26M +21,765 New
B
155
Baird
Wisconsin
$1.2M +$1.2M +20,585 New
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$1.16M +$1.16M +19,949 New
ACM
157
Azimuth Capital Management
Michigan
$1.13M +$1.13M +19,510 New
IRF
158
IBM Retirement Fund
New York
$1.1M +$1.1M +19,001 New
CGT
159
Capital Guardian Trust
California
$1.09M +$1.09M +18,700 New
MPI
160
Mairs & Power Inc
Minnesota
$1.08M +$1.08M +18,636 New
AAM
161
Advisors Asset Management
Colorado
$1.08M +$1.08M +18,524 New
SI
162
SII Investments
Wisconsin
$1.02M +$1.02M +17,601 New
PI
163
PineBridge Investments
New York
$1.01M +$1.01M +16,518 New
William Blair & Company
164
William Blair & Company
Illinois
$981K +$981K +16,919 New
PSC
165
Prentiss Smith & Co
Vermont
$966K +$966K +16,640 New
DL
166
Delta Lloyd
Netherlands
$934K +$934K +16,102 New
BAM
167
Burgundy Asset Management
Ontario, Canada
$870K +$870K +15,000 New
WRM
168
Westport Resources Management
Connecticut
$865K +$865K +14,900 New
TAM
169
Todd Asset Management
Kentucky
$846K +$846K +14,587 New
BSWMG
170
Barrington Strategic Wealth Management Group
Illinois
$843K +$843K +14,533 New
KIA
171
KCM Investment Advisors
California
$842K +$842K +14,515 New
CCM
172
Carderock Capital Management
Maryland
$837K +$837K +14,422 New
BKBG
173
BHF Kleinwort Benson Group
Belgium
$822K +$822K +12,697 New
TIM
174
Thompson Investment Management
Wisconsin
$801K +$801K +13,799 New
TTWM
175
TCV Trust & Wealth Management
Virginia
$780K +$780K +13,445 New
5 6
7
8 9