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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
201
City National Bank
California
$604K -$1.27M -23,241 -68%
AT
202
Arden Trust
Delaware
$592K -$47.8K -877 -7%
TIM
203
Thompson Investment Management
Wisconsin
$589K -$17.2K -316 -3%
PG
204
PEAK6 Group
Illinois
$574K -$73.9K -1,355 -11%
RCM
205
Riverhead Capital Management
Delaware
$567K – – –
PAS
206
Partnervest Advisory Services
California
$566K +$368K +6,752 +186%
TYCC
207
Texas Yale Capital Corp
Florida
$556K – – –
AIG
208
American International Group
New York
$552K +$3.55K +65 +0.6%
BFS
209
Baskin Financial Services
Ontario, Canada
$552K +$24.9K +456 +5%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$547K +$158K +2,892 +41%
CI
211
Capital International
California
$510K – – –
FCI
212
Financial Counselors Inc
Kansas
$489K – – –
AP
213
AHL Partners
United Kingdom
$466K -$6.73M -123,420 -94%
SI
214
Stephens Inc
Arkansas
$465K +$12.8K +235 +3%
DTL
215
Dynamic Technology Lab
Singapore
$455K +$206K +3,808 +83%
JG
216
Jefferies Group
New York
$451K +$451K +8,273 New
BFEC
217
Benjamin F. Edwards & Company
Missouri
$447K -$101K -1,855 -18%
HFS
218
HL Financial Services
Kentucky
$439K -$19.7K -362 -4%
AP
219
Advisor Partners
California
$432K -$46.4K -850 -10%
PAI
220
Pittenger & Anderson Inc
Nebraska
$409K -$21.8K -400 -5%
VOYA Investment Management
221
VOYA Investment Management
Georgia
$408K +$8.31K +153 +2%
OC
222
Oarsman Capital
Wisconsin
$407K -$37.6K -690 -8%
BT
223
Beacon Trust
New Jersey
$393K -$54.6K -1,000 -12%
HCM
224
Highbridge Capital Management
New York
$393K +$393K +7,200 New
WRM
225
Westport Resources Management
Connecticut
$374K -$76.4K -1,400 -17%
7 8
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