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Bank of Montreal

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

36% more call options, than puts

Call options by funds: $198M | Put options by funds: $146M

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.16% less ownership

Funds ownership: 47.41%47.25% (-0.16%)

1% less capital invested

Capital invested by funds: $22.6B → $22.5B (-$113M)

1% less funds holding

Funds holding: 361358 (-3)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

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
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
251
Prudential Financial
New Jersey
$351K
VanEck Associates
252
VanEck Associates
New York
$347K +$9.03K +120 +3%
HI
253
Hudock Inc
Pennsylvania
$347K +$56.9K +757 +19%
NPC
254
National Planning Corporation
California
$342K -$69.3K -921 -16%
KFC
255
Klingenstein Fields & Co
New York
$330K
LNWWM
256
Laird Norton Wetherby Wealth Management
California
$324K +$13.9K +185 +4%
FMBTD
257
First Midwest Bank Trust Division
Illinois
$311K
JMPWA
258
JP Morgan Private Wealth Advisors
California
$310K +$56.9K +757 +22%
FBFS
259
First Business Financial Services
Wisconsin
$310K +$80.5K +1,070 +34%
ONB
260
Old National Bancorp
Indiana
$309K -$7.52K -100 -2%
JAM
261
JCIC Asset Management
Ontario, Canada
$308K -$318K -4,225 -50%
ACP
262
Ashfield Capital Partners
California
$304K
BOS
263
Bank of Stockton
California
$298K
CAM
264
Columbia Asset Management
Michigan
$289K
SBWIC
265
Schaper Benz & Wise Investment Counsel
Wisconsin
$286K -$14.1K -188 -5%
HJA
266
Hugh Johnson Advisors
New York
$286K +$4.74K +63 +2%
BO
267
Bank OZK
Arkansas
$279K -$150 -2 -0.1%
MJP
268
Michael J. Puzo
$276K +$18.8K +250 +7%
LFG
269
LifePlan Financial Group
Ohio
$273K
Nomura Asset Management
270
Nomura Asset Management
Japan
$271K
GA
271
Geneva Advisors
Illinois
$269K +$75 +1 +0%
LPT
272
Legacy Private Trust
Wisconsin
$266K -$11.4K -151 -4%
PJSIMP
273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K -$391K -5,200 -59%
DWT
274
Dorsey & Whitney Trust
South Dakota
$258K
DHFB
275
Dixon Hubard Feinour & Brown
Virginia
$257K

BMO Hedge Fund Activity: Q3 2014 in Review

358 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2014, worth a combined $22.5B — down 0.5% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BMO positions and 25 closed out — a net gain of 1 holder — while 127 added to existing stakes and 129 trimmed.

The largest buyer was Guardian Capital (Canada), adding an estimated $167M. The largest seller was Norges Bank, cutting an estimated $437M.

  • 358 institutional investors held Bank of Montreal (BMO) as of Q3 2014, down from 361 in Q2 2014.
  • Funds reported $22.5B of Bank of Montreal stock for Q3 2014, down 0.5% quarter-over-quarter.
  • 26 funds opened new Bank of Montreal positions in Q3 2014 and 25 closed out, a net change of +1 holder.
  • The largest Bank of Montreal buyer in Q3 2014 was Guardian Capital (Canada), an estimated $167M added.
  • The largest Bank of Montreal seller in Q3 2014 was Norges Bank, an estimated $437M sold.

Based on aggregated 13F filings for Q3 2014.