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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
151
Advisors Asset Management
Colorado
$1.44M +$198K +2,957 +16%
PI
152
PineBridge Investments
New York
$1.38M +$242K +3,520 +21%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$1.36M +$30.7K +460 +2%
ACM
154
Azimuth Capital Management
Michigan
$1.35M +$46.8K +700 +4%
IRF
155
IBM Retirement Fund
New York
$1.27M – – –
CGT
156
Capital Guardian Trust
California
$1.25M – – –
MPI
157
Mairs & Power Inc
Minnesota
$1.25M – – –
SI
158
SII Investments
Wisconsin
$1.24M +$61.8K +924 +5%
DL
159
Delta Lloyd
Netherlands
$1.17M +$92.5K +1,389 +9%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.13M +$294K +4,400 +35%
William Blair & Company
161
William Blair & Company
Illinois
$1.13M – – –
HI
162
Horizon Investments
North Carolina
$1.11M +$321K +4,802 +41%
PP
163
Paloma Partners
Connecticut
$1.1M +$1.1M +16,500 New
PSC
164
Prentiss Smith & Co
Vermont
$1.08M -$30.7K -460 -3%
BAM
165
Burgundy Asset Management
Ontario, Canada
$1M – – –
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$974K +$99.4K +1,487 +11%
TAM
167
Todd Asset Management
Kentucky
$970K -$4.41K -66 -0.5%
SB
168
Suntrust Banks
Georgia
$957K +$164K +2,459 +21%
TIM
169
Thompson Investment Management
Wisconsin
$922K – – –
KIA
170
KCM Investment Advisors
California
$920K -$50.1K -750 -5%
CCM
171
Carderock Capital Management
Maryland
$900K -$63.5K -950 -7%
TTWM
172
TCV Trust & Wealth Management
Virginia
$891K -$6.68K -100 -0.7%
OMCS
173
Old Mutual Customised Solutions
South Africa
$882K +$221K +3,300 +33%
ABC
174
Associated Banc-Corp
Wisconsin
$876K +$44K +658 +5%
PWP
175
Private Wealth Partners
California
$872K – – –
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