Bank of Montreal
BMO
379 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.
248% more call options, than puts
Call options by funds: $224M | Put options by funds: $64.4M
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
3% more capital invested
Capital invested by funds: $20.1B → $20.8B (+$647M)
0% more funds holding
Funds holding: 379 → 379 (0)
0.27% less ownership
Funds ownership: 49.24% → 48.97% (-0.27%)
2% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$180M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$45.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$32.9M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$65.3M |
| 2 |
Goldman Sachs
New York
|
-$56.1M |
| 3 |
SRAIM
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
|
-$47.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.3M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$42.6M |
BMO Hedge Fund Activity: Q3 2016 in Review
379 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2016, worth a combined $20.8B — up 3.2% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BMO positions and 29 closed out — a net gain of 4 holders — while 125 added to existing stakes and 127 trimmed.
The largest buyer was Mawer Investment Management, opening a new position worth an estimated $180M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $65.3M.
- 379 institutional investors held Bank of Montreal (BMO) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $20.8B of Bank of Montreal stock for Q3 2016, up 3.2% quarter-over-quarter.
- 33 funds opened new Bank of Montreal positions in Q3 2016 and 29 closed out, a net change of +4 holders.
- The largest Bank of Montreal buyer in Q3 2016 was Mawer Investment Management, an estimated $180M added.
- The largest Bank of Montreal seller in Q3 2016 was Jarislowsky, Fraser Ltd, an estimated $65.3M sold.
Based on aggregated 13F filings for Q3 2016.