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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$406M
3
IIM
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
2
IGIM
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
201
Lincoln National Corp
Pennsylvania
$707K +$49.4K +738 +8%
OWP
202
Obermeyer Wealth Partners
Colorado
$701K -$106K -1,580 -13%
RCM
203
Riverhead Capital Management
Delaware
$697K +$697K +10,400 New
CLOS
204
Compagnie Lombard Odier SCmA
Switzerland
$691K +$35.9K +536 +5%
VKH
205
Virtu KCG Holdings
New York
$686K +$362K +5,399 +112%
PI
206
Placemark Investments
Illinois
$683K +$25.4K +380 +4%
SWM
207
SVA Wealth Management
Wisconsin
$683K +$48.1K +717 +8%
SCA
208
SAC Capital Advisors
Connecticut
$674K +$93.9K +1,403 +16%
TYCC
209
Texas Yale Capital Corp
Florida
$670K – – –
FCI
210
Financial Counselors Inc
Kansas
$666K -$20.1K -300 -3%
BT
211
Beacon Trust
New Jersey
$657K +$154K +2,300 +31%
ACP
212
Aviance Capital Partners
Florida
$655K -$26.8K -400 -4%
MPI
213
Mairs & Power Inc
Minnesota
$646K -$134K -2,000 -17%
AIG
214
American International Group
New York
$633K +$177K +2,638 +39%
CI
215
Capital International
California
$630K – – –
SBH
216
Segall Bryant & Hamill
Illinois
$607K – – –
1IC
217
1919 Investment Counsel
Maryland
$597K – – –
TAS
218
TIFF Advisory Services
Pennsylvania
$590K – – –
PJSIMP
219
P.J. Schmidt Investment Management (PJS)
Wisconsin
$588K – – –
PAM
220
Premier Asset Management
Illinois
$582K -$6.69K -100 -1%
RhumbLine Advisers
221
RhumbLine Advisers
Massachusetts
$578K – – –
CTC
222
Central Trust Company
Missouri
$564K -$190K -2,835 -25%
Wellington Management Group
223
Wellington Management Group
Massachusetts
$560K +$63.2K +943 +13%
ACM
224
Aviance Capital Management
Florida
$560K +$374K +5,588 +202%
AT
225
Arden Trust
Delaware
$550K +$99.9K +1,490 +22%
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9
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