Bank of Montreal
BMO
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.
155% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 22
41% more call options, than puts
Call options by funds: $220M | Put options by funds: $156M
10% more funds holding
Funds holding: 317 → 348 (+31)
0% less capital invested
Capital invested by funds: $19.9B → $19.8B (-$79.9M)
0.64% less ownership
Funds ownership: 46.43% → 45.8% (-0.64%)
9% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 118
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$134M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$124M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$95.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$87.1M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$36.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$197M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$127M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$57.6M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$54.2M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$53.4M |
BMO Hedge Fund Activity: Q4 2013 in Review
348 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2013, worth a combined $19.8B — down 0.4% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BMO positions and 22 closed out — a net gain of 34 holders — while 107 added to existing stakes and 118 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $197M.
- 348 institutional investors held Bank of Montreal (BMO) as of Q4 2013, up from 317 in Q3 2013.
- Funds reported $19.8B of Bank of Montreal stock for Q4 2013, down 0.4% quarter-over-quarter.
- 56 funds opened new Bank of Montreal positions in Q4 2013 and 22 closed out, a net change of +34 holders.
- The largest Bank of Montreal buyer in Q4 2013 was Acadian Asset Management, an estimated $134M added.
- The largest Bank of Montreal seller in Q4 2013 was Fidelity Investments, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2013.