Bank of Montreal
IVCA

Bank of Montreal’s Investcorp India Acquisition Corp IVCA Stock Holding History

Bank of Montreal’s Portfolio IVCA Stock Details IVCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-704,101
Closed -$7.51M – 4025
2023
Q2 		$7.51M Buy
704,101
+4,101
+0.6% +$43.5K ﹤0.01% 1142
2023
Q1 		$7.36M Hold
700,000
– – ﹤0.01% 1052
2022
Q4 		$7.25M Buy
+700,000
New +$7.15M ﹤0.01% 1118

Other funds holding IVCA

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return

Bank of Montreal's IVCA Position: Q3 2023 in Review

Bank of Montreal sold out of Investcorp India Acquisition Corp (IVCA) in Q3 2023, closing a stake of 704,101 shares — an estimated $7.51M sold.

Bank of Montreal first reported a position in IVCA in Q4 2022 and held it in 3 quarters. The position peaked at $7.51M in Q2 2023. 33 funds tracked by Wall St. Rank hold IVCA as of Q3 2023.

  • Bank of Montreal reported no remaining Investcorp India Acquisition Corp position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 704,101 Investcorp India Acquisition Corp shares in Q3 2023, an estimated $7.51M.
  • Bank of Montreal first reported a position in Investcorp India Acquisition Corp in Q4 2022 and held it in 3 quarters.
  • Bank of Montreal's Investcorp India Acquisition Corp position peaked at $7.51M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Investcorp India Acquisition Corp as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.