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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
3
Franklin Resources
California
$489M
4
GC
4
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
176
Busey Bank
Illinois
$887K +$887K +14,789 New
PFP
177
Pinnacle Financial Partners
Tennessee
$864K +$169K +2,825 +24%
PIC
178
Portland Investment Counsel
Ontario, Canada
$835K – – –
ABC
179
Associated Banc-Corp
Wisconsin
$819K +$3.12K +52 +0.4%
AIA
180
Avalon Investment & Advisory
Texas
$803K -$137K -2,284 -15%
BA
181
Boston Advisors
Massachusetts
$779K -$16.9K -281 -2%
LPL Financial
182
LPL Financial
California
$772K -$207K -3,451 -21%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$758K +$1.5K +25 +0.2%
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$749K – – –
TTWM
185
TCV Trust & Wealth Management
Virginia
$745K -$18.9K -315 -2%
OWP
186
Obermeyer Wealth Partners
Colorado
$727K -$16.8K -280 -2%
MFS
187
MSI Financial Services
Massachusetts
$725K +$664K +11,070 +1,091%
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$704K +$675K +11,257 +2,297%
FWCM
189
Ferguson Wellman Capital Management
Oregon
$687K -$118K -1,970 -15%
CCM
190
Carderock Capital Management
Maryland
$685K – – –
BSWMG
191
Barrington Strategic Wealth Management Group
Illinois
$679K +$4.8K +80 +0.7%
MC
192
Moors & Cabot
Massachusetts
$675K +$486K +8,100 +256%
FAAS
193
First Allied Advisory Services
California
$658K +$248K +4,140 +60%
NV
194
Nair Vinay
$644K +$644K +10,738 New
OAM
195
Oxford Asset Management
United Kingdom
$634K +$634K +10,571 New
TIM
196
Thompson Investment Management
Wisconsin
$626K -$45K -751 -7%
RCM
197
Riverhead Capital Management
Delaware
$624K – – –
QC
198
Quadrature Capital
United Kingdom
$618K +$618K +10,300 New
TYCC
199
Texas Yale Capital Corp
Florida
$612K – – –
AIG
200
American International Group
New York
$588K -$92.7K -1,545 -14%
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