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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
176
Deroy & Devereaux Private Investment Counsel
Michigan
$856K – – –
OWP
177
Obermeyer Wealth Partners
Colorado
$842K -$32.1K -480 -4%
OAM
178
Oxford Asset Management
United Kingdom
$789K -$2.94M -43,966 -79%
LPL Financial
179
LPL Financial
California
$768K +$149K +2,190 +24%
PAMU
180
Pictet Asset Management (UK)
United Kingdom
$766K – – –
ACP
181
Aviance Capital Partners
Florida
$742K -$70.2K -1,050 -9%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$723K -$868K -12,981 -55%
TAM
183
Thornmark Asset Management
Ontario, Canada
$716K -$3.86M -57,800 -84%
FCI
184
Financial Counselors Inc
Kansas
$696K -$4.34K -65 -0.6%
BOH
185
Bank of Hawaii
Hawaii
$693K +$104K +1,552 +18%
BSWMG
186
Barrington Strategic Wealth Management Group
Illinois
$669K -$302K -4,521 -31%
TYCC
187
Texas Yale Capital Corp
Florida
$668K – – –
PI
188
Placemark Investments
Illinois
$652K +$18.7K +280 +3%
CTC
189
Central Trust Company
Missouri
$650K +$3.34K +50 +0.5%
CI
190
Capital International
California
$629K – – –
SBH
191
Segall Bryant & Hamill
Illinois
$606K +$51.5K +770 +9%
1IC
192
1919 Investment Counsel
Maryland
$595K – – –
TAS
193
TIFF Advisory Services
Pennsylvania
$588K – – –
PJSIMP
194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$587K – – –
PAM
195
Premier Asset Management
Illinois
$587K +$587K +8,794 New
IIM
196
Ipswich Investment Management
Massachusetts
$541K -$23.4K -350 -4%
AFC
197
AFT Forsyth & Company
Florida
$516K – – –
MIC
198
MU Investments Company
Japan
$501K -$220K -3,300 -30%
BT
199
Beacon Trust
New Jersey
$501K – – –
TCOV
200
Trust Company of Vermont
Vermont
$501K +$4.01K +60 +0.8%
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8
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