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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$497K -$340K -5,085 -41%
Wellington Management Group
202
Wellington Management Group
Massachusetts
$496K -$12.9K -193 -3%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$493K -$23.6K -353 -5%
IG
204
ING Group
Netherlands
$492K +$492K +7,360 New
AIG
205
American International Group
New York
$477K +$129K +1,933 +37%
CCMG
206
Clark Capital Management Group
Pennsylvania
$467K -$24.4K -365 -5%
KJHP
207
K.J. Harrison & Partners
Ontario, Canada
$466K +$466K +6,965 New
QI
208
QS Investors
New York
$464K -$282K -4,100 -38%
PAI
209
Pittenger & Anderson Inc
Nebraska
$451K +$50.1K +750 +13%
OC
210
Oarsman Capital
Wisconsin
$440K +$3.07K +46 +0.7%
NL
211
NWAM LLC
Washington
$439K -$66.5K -994 -13%
MBI
212
Montrusco Bolton Investments
Quebec, Canada
$425K – – –
Millennium Management
213
Millennium Management
New York
$422K -$2.5M -37,332 -86%
JWM
214
Jacobus Wealth Management
Wisconsin
$420K – – –
DADC
215
D.A. Davidson & Co
Montana
$411K -$13.3K -200 -3%
SC
216
Savant Capital
Illinois
$401K – – –
HI
217
Hudock Inc
Pennsylvania
$397K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$391K -$3.34K -50 -0.8%
AIA
219
Avalon Investment & Advisory
Texas
$388K -$33.4K -500 -8%
BKBG
220
BHF Kleinwort Benson Group
Belgium
$380K +$30.4K +1,103 +9%
JIC
221
Johnson Investment Counsel
Ohio
$377K -$120K -1,800 -24%
BOS
222
Bank of Stockton
California
$368K +$3.35K +50 +0.9%
BC
223
Brookfield Corp
Ontario, Canada
$368K +$331K +4,950 +900%
VanEck Associates
224
VanEck Associates
New York
$366K +$18.8K +282 +5%
RB
225
Rodgers Brothers
Pennsylvania
$348K +$267 +4 +0.1%
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