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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$427M
2
IIM
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
201
Prentiss Smith & Co
Vermont
$760K -$122K -1,650 -14%
PFP
202
Pinnacle Financial Partners
Tennessee
$757K +$72.7K +988 +11%
CLOS
203
Compagnie Lombard Odier SCmA
Switzerland
$754K -$10.3K -140 -1%
Wellington Management Group
204
Wellington Management Group
Massachusetts
$735K -$124K -1,680 -14%
TIM
205
Thompson Investment Management
Wisconsin
$732K – – –
CCMG
206
Clark Capital Management Group
Pennsylvania
$725K +$108K +1,461 +17%
AIA
207
Avalon Investment & Advisory
Texas
$723K +$289K +3,932 +67%
CI
208
Capital International
California
$693K – – –
ACP
209
Aviance Capital Partners
Florida
$681K -$3.68K -50 -0.5%
BT
210
Beacon Trust
New Jersey
$677K – – –
DDPIC
211
Deroy & Devereaux Private Investment Counsel
Michigan
$671K -$272K -3,700 -29%
Creative Planning
212
Creative Planning
Kansas
$664K +$406K +5,520 +158%
AIG
213
American International Group
New York
$662K -$85K -1,155 -11%
1IC
214
1919 Investment Counsel
Maryland
$656K – – –
RhumbLine Advisers
215
RhumbLine Advisers
Massachusetts
$635K -$29.5K -400 -4%
PAM
216
Premier Asset Management
Illinois
$632K -$7.35K -100 -1%
FCI
217
Financial Counselors Inc
Kansas
$620K -$112K -1,517 -15%
AT
218
Arden Trust
Delaware
$610K -$36.8K -500 -6%
CR
219
Cooperatieve Rabobank
Netherlands
$606K -$1.45M -19,700 -71%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$605K -$7.14K -97 -1%
OC
221
Oarsman Capital
Wisconsin
$604K +$48.3K +656 +9%
VKH
222
Virtu KCG Holdings
New York
$597K +$381K +5,178 +176%
LOCC
223
Lombard Odier & Cie (Canada)
Quebec, Canada
$590K – – –
PAI
224
Pittenger & Anderson Inc
Nebraska
$582K – – –
NFG
225
Next Financial Group
Texas
$577K -$534K -7,250 -48%
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