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Bank of Montreal
BMO

Overview Fund Activity

318 hedge funds and large institutions have $16.7B invested in Bank of Montreal in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$155M
Net Calls
+$7.59M
Net Calls Change
+$7.59M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
1IC
201
1919 Investment Counsel
Maryland
$517K +$517K +8,900 New
TAS
202
TIFF Advisory Services
Pennsylvania
$511K +$511K +8,800 New
BOH
203
Bank of Hawaii
Hawaii
$511K +$511K +8,815 New
PJSIMP
204
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K +$510K +8,780 New
CBOA
205
Commonwealth Bank of Australia
Australia
$490K +$490K +8,440 New
IIM
206
Ipswich Investment Management
Massachusetts
$490K +$490K +8,450 New
SBH
207
Segall Bryant & Hamill
Illinois
$481K +$481K +8,292 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$449K +$449K +7,734 New
AFC
209
AFT Forsyth & Company
Florida
$448K +$448K +7,725 New
Wellington Management Group
210
Wellington Management Group
Massachusetts
$440K +$440K +7,605 New
NL
211
NWAM LLC
Washington
$439K +$439K +7,559 New
BT
212
Beacon Trust
New Jersey
$435K +$435K +7,500 New
JIC
213
Johnson Investment Counsel
Ohio
$432K +$432K +7,455 New
TCOV
214
Trust Company of Vermont
Vermont
$431K +$431K +7,430 New
CCMG
215
Clark Capital Management Group
Pennsylvania
$427K +$427K +7,355 New
SNC
216
Stifel Nicolaus & Co
Missouri
$392K +$392K +6,757 New
OC
217
Oarsman Capital
Wisconsin
$380K +$380K +6,543 New
HI
218
HBK Investments
Texas
$380K +$380K +6,544 New
DADC
219
D.A. Davidson & Co
Montana
$368K +$368K +6,367 New
MBI
220
Montrusco Bolton Investments
Quebec, Canada
$367K +$367K +6,350 New
AIA
221
Avalon Investment & Advisory
Texas
$366K +$366K +6,300 New
JWM
222
Jacobus Wealth Management
Wisconsin
$365K +$365K +6,288 New
JG
223
Jefferies Group
New York
$361K +$361K +6,214 New
PAI
224
Pittenger & Anderson Inc
Nebraska
$348K +$348K +6,000 New
SC
225
Savant Capital
Illinois
$348K +$348K +6,000 New
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