Bank of Montreal
BMO
354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.
79% more call options, than puts
Call options by funds: $208M | Put options by funds: $116M
34% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 102
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
2% more funds holding
Funds holding: 348 → 354 (+6)
1% more capital invested
Capital invested by funds: $19.8B → $19.9B (+$117M)
0.48% more ownership
Funds ownership: 45.8% → 46.28% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$147M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$141M |
| 3 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$78.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$78.4M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$71.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$281M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$55.2M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$47.7M |
| 4 |
JP Morgan Chase
New York
|
-$37.7M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$29.1M |
BMO Hedge Fund Activity: Q1 2014 in Review
354 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2014, worth a combined $19.9B — up 0.59% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new BMO positions and 26 closed out — a net gain of 8 holders — while 137 added to existing stakes and 102 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $147M. The largest seller was Fidelity Investments, cutting an estimated $281M.
- 354 institutional investors held Bank of Montreal (BMO) as of Q1 2014, up from 348 in Q4 2013.
- Funds reported $19.9B of Bank of Montreal stock for Q1 2014, up 0.59% quarter-over-quarter.
- 34 funds opened new Bank of Montreal positions in Q1 2014 and 26 closed out, a net change of +8 holders.
- The largest Bank of Montreal buyer in Q1 2014 was Royal Bank of Canada, an estimated $147M added.
- The largest Bank of Montreal seller in Q1 2014 was Fidelity Investments, an estimated $281M sold.
Based on aggregated 13F filings for Q1 2014.