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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
MIC
301
MU Investments Company
Japan
$123K -$108K -1,700 -47%
TRCT
302
Tower Research Capital (TRC)
New York
$123K +$113K +1,782 +1,196%
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$112K
SBL
304
Sargent Bickham Lagudis
Colorado
$95K +$17.6K +278 +23%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$86K
TA
306
Teachers Advisors
New York
$85K +$85.3K +1,345 New
ACS
307
Archford Capital Strategies
Illinois
$83K -$665K -10,495 -89%
S
308
SignatureFD
Georgia
$81K +$16.4K +258 +25%
TWA
309
TCI Wealth Advisors
Arizona
$80K
FHA
310
First Horizon Advisors
Tennessee
$78K -$2.79K -44 -3%
IP
311
Isthmus Partners
Wisconsin
$76K
ST
312
Smithfield Trust
Pennsylvania
$75K
ClearBridge Investments
313
ClearBridge Investments
New York
$73K +$9.89K +156 +16%
IA
314
IFP Advisors
Florida
$71K +$47.7K +753 +207%
SWA
315
Sutton Wealth Advisors
Florida
$69.9K
LOT
316
Lombard Odier Transatlantic
Quebec, Canada
$69K
KPCM
317
Kings Point Capital Management
New York
$65K
DSC
318
Duncker Streett & Co
Missouri
$64K
IWMPD
319
Integrated Wealth Management (Palm Desert)
California
$63K +$49.2K +776 +346%
WAS
320
Winch Advisory Services
Wisconsin
$62K
BBPWM
321
Blue Bell Private Wealth Management
Pennsylvania
$61K
CTC
322
Central Trust Company
Missouri
$61K
RIM
323
Ranger International Management
Illinois
$61K
AssetMark Inc
324
AssetMark Inc
California
$60K +$37.3K +588 +162%
WTB
325
Washington Trust Bank
Washington
$59K +$5.71K +90 +11%

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.