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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
NIMI
201
Natixis Investment Managers International
France
$696K 10,444 +10,444 New
MSU
202
Maple Securities USA
New Jersey
$691K 10,373 +10,373 New
FCI
203
Financial Counselors Inc
Kansas
$683K 10,244 -171 -2%
ACP
204
Aviance Capital Partners
Florida
$678K 10,169 -932 -8%
TYCC
205
Texas Yale Capital Corp
Florida
$667K 10,000 – –
LNC
206
Lincoln National Corp
Pennsylvania
$656K 9,820 +9,820 New
PI
207
Placemark Investments
Illinois
$655K 9,823 +73 +0.7%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$651K 9,774 +9,774 New
HighTower Advisors
209
HighTower Advisors
Illinois
$633K 9,500 -48,804 -84%
SWM
210
SVA Wealth Management
Wisconsin
$631K 9,473 +9,473 New
CI
211
Capital International
California
$626K 9,400 – –
SBH
212
Segall Bryant & Hamill
Illinois
$604K 9,062 – –
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$600K 9,000 +9,000 New
1IC
214
1919 Investment Counsel
Maryland
$594K 8,900 – –
TAS
215
TIFF Advisory Services
Pennsylvania
$587K 8,800 – –
PAM
216
Premier Asset Management
Illinois
$586K 8,794 – –
PJSIMP
217
P.J. Schmidt Investment Management (PJS)
Wisconsin
$585K 8,780 – –
SCA
218
SAC Capital Advisors
Connecticut
$577K 8,665 -24,117 -74%
RhumbLine Advisers
219
RhumbLine Advisers
Massachusetts
$575K 8,620 +4,400 +104%
IIM
220
Ipswich Investment Management
Massachusetts
$573K 8,600 +500 +6%
LOCC
221
Lombard Odier & Cie (Canada)
Quebec, Canada
$533K 8,000 +8,000 New
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
$509K 7,636 -14,100 -65%
BT
223
Beacon Trust
New Jersey
$500K 7,500 – –
MIC
224
MU Investments Company
Japan
$500K 7,620 +90 +1%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$494K 7,412 – –
7 8
9
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