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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$1.06M +$55.2K +824 +5%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$1.04M +$1.04M +15,500 New
DC
178
Deere & Company
Illinois
$1.01M – – –
O
179
OppenheimerFunds
New York
$1.01M – – –
BAM
180
Burgundy Asset Management
Ontario, Canada
$1M – – –
ABC
181
Associated Banc-Corp
Wisconsin
$957K -$36.1K -538 -4%
OMCS
182
Old Mutual Customised Solutions
South Africa
$924K +$40.2K +600 +5%
HS
183
HighVista Strategies
Massachusetts
$915K -$115K -1,650 -11%
PWP
184
Private Wealth Partners
California
$915K +$53.6K +800 +6%
KIA
185
KCM Investment Advisors
California
$899K -$36.8K -550 -4%
NGA
186
Naples Global Advisors
Florida
$896K +$21.8K +325 +2%
PSC
187
Prentiss Smith & Co
Vermont
$871K -$198K -2,955 -19%
TTWM
188
TCV Trust & Wealth Management
Virginia
$869K -$3.35K -50 -0.4%
CAL
189
Capital Analysts LLC
Pennsylvania
$858K +$50.3K +751 +6%
DDPIC
190
Deroy & Devereaux Private Investment Counsel
Michigan
$858K – – –
CS
191
Credential Securities
$850K +$850K +12,678 New
BOH
192
Bank of Hawaii
Hawaii
$836K +$100K +1,499 +14%
AQR Capital Management
193
AQR Capital Management
Connecticut
$824K -$1.78M -26,600 -68%
BA
194
Boston Advisors
Massachusetts
$805K -$12.1M -180,798 -94%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$783K -$35K -522 -4%
CCM
196
Carderock Capital Management
Maryland
$775K -$129K -1,921 -14%
PAMU
197
Pictet Asset Management (UK)
United Kingdom
$769K – – –
BSWMG
198
Barrington Strategic Wealth Management Group
Illinois
$759K +$49.1K +733 +7%
BMCMI
199
Bryn Mawr Capital Management Inc
Pennsylvania
$730K +$730K +10,890 New
TIM
200
Thompson Investment Management
Wisconsin
$718K -$14.9K -222 -2%
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