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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$2.02M -$8.62K -117 -0.4%
ACM
152
Azimuth Capital Management
Michigan
$2.01M +$119K +1,620 +6%
AC
153
Addenda Capital
Quebec, Canada
$1.99M – – –
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$1.94M +$630K +8,560 +48%
OAM
155
Oxford Asset Management
United Kingdom
$1.76M -$2.12M -28,704 -55%
State Street
156
State Street
Massachusetts
$1.76M -$15.7K -214 -0.9%
WRM
157
Westport Resources Management
Connecticut
$1.74M +$23.3K +316 +1%
TAM
158
Todd Asset Management
Kentucky
$1.64M +$114K +1,544 +7%
WCM
159
Wisconsin Capital Management
Wisconsin
$1.62M -$3.9K -53 -0.2%
TAM
160
Thornmark Asset Management
Ontario, Canada
$1.6M -$66.3K -900 -4%
JWM
161
Jacobus Wealth Management
Wisconsin
$1.59M – – –
O
162
OppenheimerFunds
New York
$1.55M +$323K +4,390 +26%
SB
163
Suntrust Banks
Georgia
$1.41M -$79.9K -1,087 -5%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.39M +$47.9K +650 +4%
CGT
165
Capital Guardian Trust
California
$1.38M – – –
IRF
166
IBM Retirement Fund
New York
$1.33M -$68K -924 -5%
MCM
167
McKinley Capital Management
Alaska
$1.32M +$1.32M +16,000 New
LMAM
168
Legg Mason Asset Management
Japan
$1.3M +$1.3M +17,700 New
BOH
169
Bank of Hawaii
Hawaii
$1.29M +$122K +1,654 +10%
T. Rowe Price Associates
170
T. Rowe Price Associates
Maryland
$1.28M +$95.9K +1,300 +8%
William Blair & Company
171
William Blair & Company
Illinois
$1.23M – – –
TIA
172
Trust Investment Advisors
Indiana
$1.21M -$44.2K -600 -4%
FWCM
173
Ferguson Wellman Capital Management
Oregon
$1.2M -$3.68K -50 -0.3%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$1.19M +$19.6K +267 +2%
LPL Financial
175
LPL Financial
California
$1.18M -$28.5K -389 -2%
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