BMO icon

Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$1.13M -$11K -150 -1%
CSS
177
Cubist Systematic Strategies
Connecticut
$1.12M +$1.12M +15,181 New
1IA
178
1834 Investment Advisors
Wisconsin
$1.09M -$26.7K -362 -2%
NGA
179
Naples Global Advisors
Florida
$1.06M +$14.7K +200 +1%
DC
180
Deere & Company
Illinois
$1.02M -$122K -1,654 -11%
ABC
181
Associated Banc-Corp
Wisconsin
$1M -$67.9K -922 -6%
Citadel Advisors
182
Citadel Advisors
Florida
$984K +$538K +7,308 +121%
CAL
183
Capital Analysts LLC
Pennsylvania
$955K +$5.15K +70 +0.5%
TTWM
184
TCV Trust & Wealth Management
Virginia
$952K – – –
BA
185
Boston Advisors
Massachusetts
$948K +$16.6K +226 +2%
KIA
186
KCM Investment Advisors
California
$892K -$36.8K -500 -4%
LNC
187
Lincoln National Corp
Pennsylvania
$892K +$71.6K +972 +9%
NERM
188
New England Research & Management
Illinois
$883K -$14.7K -200 -2%
CS
189
Credential Securities
$861K -$32.8K -446 -4%
PI
190
Placemark Investments
Illinois
$855K +$9.1K +124 +1%
OWP
191
Obermeyer Wealth Partners
Colorado
$853K +$25.8K +350 +3%
PAMU
192
Pictet Asset Management (UK)
United Kingdom
$844K – – –
CCM
193
Carderock Capital Management
Maryland
$841K -$3.09K -42 -0.4%
OMCS
194
Old Mutual Customised Solutions
South Africa
$840K -$125K -1,700 -13%
HS
195
HighVista Strategies
Massachusetts
$819K -$17.5K -238 -2%
TYCC
196
Texas Yale Capital Corp
Florida
$811K +$74.8K +1,016 +10%
BSWMG
197
Barrington Strategic Wealth Management Group
Illinois
$804K -$14.7K -200 -2%
SWM
198
SVA Wealth Management
Wisconsin
$798K +$16.6K +226 +2%
RCM
199
Riverhead Capital Management
Delaware
$766K – – –
AQR Capital Management
200
AQR Capital Management
Connecticut
$766K +$766K +10,400 New
6 7
8
9 10