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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
151
State Street
Massachusetts
$1.99M 29,884 -338 -1%
QBFM
152
QS Batterymarch Financial Management
New York
$1.95M 29,272 -25,284 -46%
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79M 26,828 +257 +1%
FCB
154
First Citizens Bancorporation
South Carolina
$1.73M 25,952 +516 +2%
AAM
155
Advisors Asset Management
Colorado
$1.66M 24,829 +3,348 +16%
WA
156
WFG Advisors
Texas
$1.64M 24,525 +2 +0%
WRM
157
Westport Resources Management
Connecticut
$1.56M 23,410 +1,458 +7%
DL
158
Delta Lloyd
Netherlands
$1.54M 21,783 +4,292 +25%
AG
159
Algert Global
California
$1.5M 22,540 +22,540 New
WCM
160
Wisconsin Capital Management
Wisconsin
$1.48M 22,185 -2,000 -8%
ACM
161
Azimuth Capital Management
Michigan
$1.44M 21,667 +1,457 +7%
JWM
162
Jacobus Wealth Management
Wisconsin
$1.44M 21,609 +15,321 +244%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$1.4M 21,001 +592 +3%
SI
164
SII Investments
Wisconsin
$1.33M 19,980 +1,455 +8%
TAM
165
Todd Asset Management
Kentucky
$1.31M 19,695 +5,174 +36%
IRF
166
IBM Retirement Fund
New York
$1.27M 19,001 – –
CGT
167
Capital Guardian Trust
California
$1.25M 18,700 – –
LPL Financial
168
LPL Financial
California
$1.22M 18,327 +7,029 +62%
SB
169
Suntrust Banks
Georgia
$1.17M 17,545 +3,178 +22%
TIA
170
Trust Investment Advisors
Indiana
$1.15M 17,270 +17,270 New
William Blair & Company
171
William Blair & Company
Illinois
$1.13M 16,919 – –
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.12M 16,784 -165 -1%
Citadel Advisors
173
Citadel Advisors
Florida
$1.08M 16,149 +15,462 +2,251%
NERM
174
New England Research & Management
Illinois
$1.08M 16,150 +16,150 New
PSC
175
Prentiss Smith & Co
Vermont
$1.06M 15,954 -226 -1%
5 6
7
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