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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.9M
5
RJA
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M +$90K +1,649 +6%
WWM
152
Willingdon Wealth Management
North Carolina
$1.61M +$500K +9,160 +45%
GC
153
Guggenheim Capital
Illinois
$1.53M -$740K -13,570 -33%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.52M -$75.7K -1,388 -5%
HighTower Advisors
155
HighTower Advisors
Illinois
$1.41M +$1.41M +25,917 New
CC
156
Cipher Capital
New York
$1.4M -$1.21M -22,229 -46%
AAIM
157
American Assets Investment Management
California
$1.36M – – –
PP
158
PDT Partners
New York
$1.31M +$1.31M +24,080 New
NSAM
159
North Star Asset Management
Wisconsin
$1.3M -$121K -2,225 -9%
AAM
160
Advisors Asset Management
Colorado
$1.27M -$187K -3,433 -13%
OMCS
161
Old Mutual Customised Solutions
South Africa
$1.25M -$163K -3,000 -12%
CFN
162
Cordasco Financial Network
Florida
$1.25M -$120K -2,198 -9%
BTS
163
BB&T Securities
Virginia
$1.19M -$918K -16,839 -44%
State Street
164
State Street
Massachusetts
$1.15M -$23.8K -436 -2%
JWM
165
Jacobus Wealth Management
Wisconsin
$1.13M – – –
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$1.12M +$43.4K +800 +4%
MCM
167
Marathon Capital Management
Maryland
$1.09M +$1.09M +20,055 New
BAM
168
Burgundy Asset Management
Ontario, Canada
$1.09M – – –
AAI
169
American Assets Inc
California
$1.09M +$1.09M +20,000 New
CWM
170
Concert Wealth Management
California
$1.03M +$846K +15,637 +458%
PFP
171
Pinnacle Financial Partners
Tennessee
$1.01M +$68K +1,246 +7%
1IA
172
1834 Investment Advisors
Wisconsin
$988K -$9.06K -166 -0.9%
IRF
173
IBM Retirement Fund
New York
$986K -$50.4K -924 -5%
SLA
174
Silver Lake Advisory
Utah
$984K +$984K +18,035 New
CGT
175
Capital Guardian Trust
California
$974K – – –
5 6
7
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