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Bank of Montreal

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.

New
Increased
Maintained
Reduced
Closed

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: 369379 (+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: 2923 (-6)

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.11%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
276
First Midwest Bank Trust Division
Illinois
$245K +$5.07K +80 +2%
VanEck Associates
277
VanEck Associates
New York
$242K +$10.2K +161 +4%
HNB
278
Huntington National Bank
Ohio
$235K +$194K +3,055 +461%
PG
279
Patten Group
Tennessee
$235K
GA
280
Geneva Advisors
Illinois
$233K +$233K +3,673 New
MPI
281
Mairs & Power Inc
Minnesota
$226K -$19.1K -301 -8%
WA
282
WFG Advisors
Texas
$225K -$6.34K -100 -3%
MJP
283
Michael J. Puzo
$222K
DHFB
284
Dixon Hubard Feinour & Brown
Virginia
$221K
PHS
285
Pekin Hardy Strauss
Illinois
$218K +$218K +3,433 New
RCM
286
Riverhead Capital Management
Delaware
$217K -$417K -6,578 -66%
LFG
287
LifePlan Financial Group
Ohio
$217K +$217K +3,427 New
NPPM
288
North Point Portfolio Managers
Ohio
$216K -$101K -1,600 -32%
GWM
289
Geneos Wealth Management
Colorado
$209K +$14.9K +235 +8%
KAM
290
Kassirer Asset Management
Ontario, Canada
$205K +$205K +3,236 New
SCA
291
Stonebridge Capital Advisors
Minnesota
$200K +$200K +3,160 New
BBHC
292
Brown Brothers Harriman & Co
New York
$195K
CCA
293
Checchi Capital Advisers
California
$180K
CMBA
294
C.M. Bidwell & Associates
Hawaii
$174K +$174K +2,745 New
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$172K -$190K -3,000 -52%
Creative Planning
296
Creative Planning
Kansas
$167K -$134K -2,117 -45%
HI
297
Hudock Inc
Pennsylvania
$166K +$571 +9 +0.3%
ACM
298
Americafirst Capital Management
California
$145K +$145K +2,284 New
PAM
299
Panagora Asset Management
Massachusetts
$143K
SSB
300
Sandy Spring Bank
Maryland
$141K

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.