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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
3
Franklin Resources
California
$489M
4
GC
4
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
151
Old Mutual Customised Solutions
South Africa
$1.49M +$737K +12,300 +99%
PWLP
152
Prio Wealth Limited Partnership
Massachusetts
$1.46M -$257K -4,281 -15%
SB
153
Suntrust Banks
Georgia
$1.38M +$159K +2,654 +13%
TI
154
Trexquant Investment
Connecticut
$1.37M +$1.37M +22,800 New
CC
155
Cipher Capital
New York
$1.33M +$681K +11,344 +105%
JWM
156
Jacobus Wealth Management
Wisconsin
$1.3M – – –
State Street
157
State Street
Massachusetts
$1.29M -$75.5K -1,259 -6%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$1.21M +$106K +1,777 +10%
BAM
159
Burgundy Asset Management
Ontario, Canada
$1.2M +$1.2M +20,000 New
TH
160
Timber Hill
Connecticut
$1.19M +$963K +16,059 +421%
CP
161
Cumberland Partners
Ontario, Canada
$1.18M -$2.8M -46,726 -70%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.16M -$44.5K -742 -4%
IRF
163
IBM Retirement Fund
New York
$1.14M – – –
AIM
164
Acuity Investment Management
Ontario, Canada
$1.12M -$3.63M -60,700 -76%
1IA
165
1834 Investment Advisors
Wisconsin
$1.09M +$129K +2,148 +13%
CGT
166
Capital Guardian Trust
California
$1.07M – – –
Jane Street
167
Jane Street
New York
$1.03M +$1.03M +17,132 New
HS
168
HighVista Strategies
Massachusetts
$1.02M +$307K +5,120 +43%
CFMC
169
Curbstone Financial Management Corp
New Hampshire
$971K +$72K +1,200 +8%
William Blair & Company
170
William Blair & Company
Illinois
$962K -$66K -1,100 -6%
PAM
171
Premier Asset Management
Illinois
$959K +$378K +6,300 +65%
BMCMI
172
Bryn Mawr Capital Management Inc
Pennsylvania
$959K +$959K +16,000 New
NGA
173
Naples Global Advisors
Florida
$958K +$24.3K +405 +3%
BOH
174
Bank of Hawaii
Hawaii
$949K +$30.8K +514 +3%
TIA
175
Trust Investment Advisors
Indiana
$925K +$66K +1,100 +8%
5 6
7
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