BMO icon

Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$260M
2
CA
2
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
4
Canada Life
Manitoba, Canada
$272M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.67M +$60.2K +1,016 +4%
AAM
152
Advisors Asset Management
Colorado
$1.58M -$161K -2,720 -9%
NSAM
153
North Star Asset Management
Wisconsin
$1.54M -$51K -861 -3%
OMCS
154
Old Mutual Customised Solutions
South Africa
$1.54M +$71.2K +1,200 +5%
CFN
155
Cordasco Financial Network
Florida
$1.48M -$53K -894 -3%
AAIM
156
American Assets Investment Management
California
$1.48M +$1.48M +25,000 New
SB
157
Suntrust Banks
Georgia
$1.39M +$29.4K +497 +2%
NAM
158
NorthCoast Asset Management
Connecticut
$1.31M +$1.31M +22,027 New
State Street
159
State Street
Massachusetts
$1.27M +$59 +1 +0%
JWM
160
Jacobus Wealth Management
Wisconsin
$1.23M -$54.9K -926 -4%
WWM
161
Willingdon Wealth Management
North Carolina
$1.21M +$1.21M +20,366 New
BAM
162
Burgundy Asset Management
Ontario, Canada
$1.19M – – –
AL
163
Airain Ltd
Guernsey
$1.18M +$1.18M +19,833 New
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
$1.17M -$22.4K -377 -2%
IRF
165
IBM Retirement Fund
New York
$1.13M – – –
CP
166
Cumberland Partners
Ontario, Canada
$1.08M -$83.1K -1,401 -7%
1IA
167
1834 Investment Advisors
Wisconsin
$1.08M +$5.33K +90 +0.5%
CGT
168
Capital Guardian Trust
California
$1.06M – – –
PFP
169
Pinnacle Financial Partners
Tennessee
$1.03M +$171K +2,881 +20%
TIA
170
Trust Investment Advisors
Indiana
$1M +$86K +1,450 +9%
NGA
171
Naples Global Advisors
Florida
$988K +$40.9K +690 +4%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$980K +$20.7K +350 +2%
MFS
173
MSI Financial Services
Massachusetts
$975K +$258K +4,357 +36%
PAM
174
Premier Asset Management
Illinois
$959K +$11.8K +200 +1%
William Blair & Company
175
William Blair & Company
Illinois
$953K +$2.84K +48 +0.3%
5 6
7
8 9