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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
176
Naples Global Advisors
Florida
$969K +$60K +1,100 +7%
CP
177
Cumberland Partners
Ontario, Canada
$967K -$25.1K -461 -3%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$934K +$934K +17,107 New
William Blair & Company
179
William Blair & Company
Illinois
$933K +$56K +1,028 +6%
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$905K +$2.73K +50 +0.3%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$861K -$693K -12,700 -45%
MFS
182
MSI Financial Services
Massachusetts
$861K -$35.7K -654 -4%
BOH
183
Bank of Hawaii
Hawaii
$830K -$35.5K -651 -4%
SB
184
Suntrust Banks
Georgia
$810K -$467K -8,582 -37%
PAM
185
Premier Asset Management
Illinois
$801K -$81.8K -1,500 -9%
BB
186
Busey Bank
Illinois
$795K -$2.73K -50 -0.3%
DDPIC
187
Deroy & Devereaux Private Investment Counsel
Michigan
$775K +$104K +1,900 +15%
MC
188
Moors & Cabot
Massachusetts
$765K +$69.5K +1,284 +10%
ABC
189
Associated Banc-Corp
Wisconsin
$749K +$18K +330 +2%
HS
190
HighVista Strategies
Massachusetts
$747K +$7.09K +130 +1%
TI
191
Trexquant Investment
Connecticut
$736K +$245K +4,500 +50%
FAB
192
First American Bank
Illinois
$697K -$2.05M -37,619 -75%
BA
193
Boston Advisors
Massachusetts
$694K -$40.6K -744 -6%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$683K +$52.7K +966 +8%
IIM
195
Ipswich Investment Management
Massachusetts
$679K +$376K +6,900 +124%
PIC
196
Portland Investment Counsel
Ontario, Canada
$658K – – –
OWP
197
Obermeyer Wealth Partners
Colorado
$651K -$10.4K -190 -2%
CS
198
Credential Securities
$627K +$66.9K +1,227 +12%
PAMU
199
Pictet Asset Management (UK)
United Kingdom
$626K – – –
BSWMG
200
Barrington Strategic Wealth Management Group
Illinois
$614K -$4.09K -75 -0.7%
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