Bank of Montreal
BMO
379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.
136% more call options, than puts
Call options by funds: $205M | Put options by funds: $86.9M
42% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 31
7% more capital invested
Capital invested by funds: $18.8B → $20.1B (+$1.29B)
3% more funds holding
Funds holding: 369 → 379 (+10)
1.46% more ownership
Funds ownership: 47.78% → 49.24% (+1.5%)
6% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 125
21% less funds holding in top 10
Funds holding in top 10: 29 → 23 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$397M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$202M |
| 3 |
ETC
Evercore Trust Company
New York
|
+$94.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.1M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$143M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$86.8M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$54.8M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$50M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$45.7M |
BMO Hedge Fund Activity: Q2 2016 in Review
379 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2016, worth a combined $20.1B — up 6.8% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BMO positions and 31 closed out — a net gain of 13 holders — while 118 added to existing stakes and 125 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $397M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $143M sold.
- 379 institutional investors held Bank of Montreal (BMO) as of Q2 2016, up from 369 in Q1 2016.
- Funds reported $20.1B of Bank of Montreal stock for Q2 2016, up 6.8% quarter-over-quarter.
- 44 funds opened new Bank of Montreal positions in Q2 2016 and 31 closed out, a net change of +13 holders.
- The largest Bank of Montreal buyer in Q2 2016 was Capital Research Global Investors, an estimated $397M added.
- The largest Bank of Montreal seller in Q2 2016 was Mawer Investment Management, an estimated $143M sold.
Based on aggregated 13F filings for Q2 2016.