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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
TH
176
Timber Hill
Connecticut
$1.01M 15,131 +15,131 New
DC
177
Deere & Company
Illinois
$1.01M 15,102 +15,102 New
O
178
OppenheimerFunds
New York
$1M 15,020 +15,020 New
BAM
179
Burgundy Asset Management
Ontario, Canada
$999K 15,000 – –
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$999K 14,992 +422 +3%
ABC
181
Associated Banc-Corp
Wisconsin
$988K 14,815 +1,712 +13%
HS
182
HighVista Strategies
Massachusetts
$988K 14,819 +14,819 New
KIA
183
KCM Investment Advisors
California
$931K 13,970 +205 +1%
CCM
184
Carderock Capital Management
Maryland
$899K 13,488 +16 +0.1%
OMCS
185
Old Mutual Customised Solutions
South Africa
$879K 13,185 – –
NGA
186
Naples Global Advisors
Florida
$870K 13,045 +13,045 New
TTWM
187
TCV Trust & Wealth Management
Virginia
$868K 13,020 -325 -2%
PWP
188
Private Wealth Partners
California
$857K 12,850 -200 -2%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$854K 12,811 – –
VOYA Investment Management
190
VOYA Investment Management
Georgia
$814K 12,214 +1,400 +13%
CAL
191
Capital Analysts LLC
Pennsylvania
$804K 12,057 +12,057 New
OWP
192
Obermeyer Wealth Partners
Colorado
$803K 12,045 -550 -4%
MPI
193
Mairs & Power Inc
Minnesota
$776K 11,636 -7,000 -38%
PAMU
194
Pictet Asset Management (UK)
United Kingdom
$765K 11,471 – –
CTC
195
Central Trust Company
Missouri
$750K 11,250 +1,520 +16%
DTL
196
Dynamic Technology Lab
Singapore
$745K 11,179 +11,179 New
BOH
197
Bank of Hawaii
Hawaii
$732K 10,985 +618 +6%
TIM
198
Thompson Investment Management
Wisconsin
$729K 10,932 -2,867 -21%
TAM
199
Thornmark Asset Management
Ontario, Canada
$715K 10,720 – –
BSWMG
200
Barrington Strategic Wealth Management Group
Illinois
$706K 10,597 +585 +6%
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8
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