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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$90.8M
3
EAM
3
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
4
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
151
Cordasco Financial Network
Florida
$1.83M -$159K -2,254 -8%
TAM
152
Todd Asset Management
Kentucky
$1.8M +$231K +3,263 +15%
AP
153
AHL Partners
United Kingdom
$1.75M -$863K -12,212 -33%
CS
154
Candriam SCA
Luxembourg
$1.69M +$1.69M +23,788 New
WRM
155
Westport Resources Management
Connecticut
$1.66M -$13.3K -188 -0.8%
PP
156
Paloma Partners
Connecticut
$1.62M +$1.62M +22,853 New
State Street
157
State Street
Massachusetts
$1.61M -$83.1K -1,176 -5%
O
158
OppenheimerFunds
New York
$1.6M +$114K +1,610 +8%
WCM
159
Wisconsin Capital Management
Wisconsin
$1.57M +$14.1K +199 +0.9%
JWM
160
Jacobus Wealth Management
Wisconsin
$1.53M – – –
TAM
161
Thornmark Asset Management
Ontario, Canada
$1.5M -$37.5K -530 -2%
SB
162
Suntrust Banks
Georgia
$1.44M +$77.6K +1,098 +6%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$1.42M +$85.6K +1,210 +6%
IRF
164
IBM Retirement Fund
New York
$1.34M +$65.4K +924 +5%
MCM
165
McKinley Capital Management
Alaska
$1.32M – – –
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$1.31M +$71K +1,000 +6%
CGT
167
Capital Guardian Trust
California
$1.26M -$59.4K -840 -4%
Millennium Management
168
Millennium Management
New York
$1.26M -$31.6M -447,254 -96%
William Blair & Company
169
William Blair & Company
Illinois
$1.21M +$35.3K +500 +3%
SWM
170
SVA Wealth Management
Wisconsin
$1.16M +$397K +5,607 +52%
LPL Financial
171
LPL Financial
California
$1.15M +$10.5K +148 +0.9%
1IA
172
1834 Investment Advisors
Wisconsin
$1.13M +$83.7K +1,183 +8%
ARTA
173
A.R.T. Advisors
New York
$1.13M +$1.13M +15,968 New
LMAM
174
Legg Mason Asset Management
Japan
$1.11M -$142K -2,000 -11%
AIA
175
Avalon Investment & Advisory
Texas
$1.11M +$414K +5,853 +60%
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