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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
151
First Citizens Bancorporation
South Carolina
$1.75M +$5.63K +84 +0.3%
State Street
152
State Street
Massachusetts
$1.68M -$319K -4,760 -16%
DL
153
Delta Lloyd
Netherlands
$1.6M +$137K +2,054 +9%
WRM
154
Westport Resources Management
Connecticut
$1.58M +$12.1K +181 +0.8%
TAM
155
Thornmark Asset Management
Ontario, Canada
$1.52M +$798K +11,910 +111%
Jane Street
156
Jane Street
New York
$1.51M -$3.44M -51,273 -69%
WCM
157
Wisconsin Capital Management
Wisconsin
$1.49M – – –
ACM
158
Azimuth Capital Management
Michigan
$1.49M +$34.9K +520 +2%
JWM
159
Jacobus Wealth Management
Wisconsin
$1.45M – – –
NERM
160
New England Research & Management
Illinois
$1.4M +$315K +4,700 +29%
TAM
161
Todd Asset Management
Kentucky
$1.37M +$53.5K +798 +4%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$1.36M +$1.36M +20,231 New
CR
163
Cooperatieve Rabobank
Netherlands
$1.34M -$2.1M -31,300 -61%
SB
164
Suntrust Banks
Georgia
$1.32M +$148K +2,214 +13%
TH
165
Timber Hill
Connecticut
$1.32M +$304K +4,537 +30%
QBFM
166
QS Batterymarch Financial Management
New York
$1.3M -$664K -9,900 -34%
SI
167
SII Investments
Wisconsin
$1.27M +$49K +802 +4%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1.26M +$138K +2,065 +12%
IRF
169
IBM Retirement Fund
New York
$1.26M – – –
CGT
170
Capital Guardian Trust
California
$1.25M – – –
FWCM
171
Ferguson Wellman Capital Management
Oregon
$1.24M -$6.6M -98,516 -84%
WCA
172
Waratah Capital Advisors
Ontario, Canada
$1.23M +$1.23M +18,300 New
LPL Financial
173
LPL Financial
California
$1.22M -$4.82K -72 -0.4%
TIA
174
Trust Investment Advisors
Indiana
$1.2M +$43.6K +650 +4%
William Blair & Company
175
William Blair & Company
Illinois
$1.13M -$6.3K -94 -0.6%
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