Bank of Montreal
BMO
508 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 177 increasing their positions, 137 reducing their positions, and 48 closing their positions.
54% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 48
29% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 137
19% more capital invested
Capital invested by funds: $28.6B → $34B (+$5.35B)
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
4% more funds holding
Funds holding: 488 → 508 (+20)
3.12% more ownership
Funds ownership: 41.34% → 44.46% (+3.1%)
32% less call options, than puts
Call options by funds: $389M | Put options by funds: $575M
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$108M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$95.6M |
| 3 |
Two Sigma Investments
New York
|
-$77.6M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$70.1M |
| 5 |
Millennium Management
New York
|
-$55.1M |
BMO Hedge Fund Activity: Q1 2022 in Review
508 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2022, worth a combined $34B — up 19% from $28.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BMO positions and 48 closed out — a net gain of 26 holders — while 177 added to existing stakes and 137 trimmed.
The largest buyer was Fidelity International, adding an estimated $971M. The largest seller was Morgan Stanley, cutting an estimated $108M.
- 508 institutional investors held Bank of Montreal (BMO) as of Q1 2022, up from 488 in Q4 2021.
- Funds reported $34B of Bank of Montreal stock for Q1 2022, up 19% quarter-over-quarter.
- 74 funds opened new Bank of Montreal positions in Q1 2022 and 48 closed out, a net change of +26 holders.
- The largest Bank of Montreal buyer in Q1 2022 was Fidelity International, an estimated $971M added.
- The largest Bank of Montreal seller in Q1 2022 was Morgan Stanley, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2022.