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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$856M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
Goldman Sachs
New York
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Algert Global
California
$1.8M -$1.36M -18,400 -43%
State Street
152
State Street
Massachusetts
$1.78M -$73.7K -1,002 -4%
WRM
153
Westport Resources Management
Connecticut
$1.71M -$23K -313 -1%
TAM
154
Thornmark Asset Management
Ontario, Canada
$1.67M +$4.42K +60 +0.3%
WCM
155
Wisconsin Capital Management
Wisconsin
$1.62M -$10.7K -146 -0.7%
PP
156
PDT Partners
New York
$1.6M +$1.6M +21,708 New
JWM
157
Jacobus Wealth Management
Wisconsin
$1.59M – – –
TAM
158
Todd Asset Management
Kentucky
$1.52M +$15.4K +209 +1%
SI
159
SII Investments
Wisconsin
$1.51M -$17.7K -240 -1%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$1.5M +$1.5M +20,360 New
SB
161
Suntrust Banks
Georgia
$1.49M +$40K +544 +3%
IRF
162
IBM Retirement Fund
New York
$1.38M – – –
CGT
163
Capital Guardian Trust
California
$1.38M – – –
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.34M -$44.9K -610 -3%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$1.31M +$793K +10,774 +155%
TIA
166
Trust Investment Advisors
Indiana
$1.25M -$64.8K -880 -5%
William Blair & Company
167
William Blair & Company
Illinois
$1.23M -$13.2K -180 -1%
O
168
OppenheimerFunds
New York
$1.22M +$116K +1,570 +10%
LPL Financial
169
LPL Financial
California
$1.22M -$127K -1,720 -9%
FWCM
170
Ferguson Wellman Capital Management
Oregon
$1.2M -$155K -2,110 -11%
T. Rowe Price Associates
171
T. Rowe Price Associates
Maryland
$1.19M +$885K +11,996 +292%
BOH
172
Bank of Hawaii
Hawaii
$1.17M +$250K +3,401 +27%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$1.17M +$1.4K +19 +0.1%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$1.14M +$1.84K +25 +0.2%
DC
175
Deere & Company
Illinois
$1.14M +$29.2K +397 +3%
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