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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$12K
WC
352
Whitnell & Co
Illinois
$12K
EWM
353
Evercore Wealth Management
New York
$10K
FWM
354
Focused Wealth Management
New York
$10K
WA
355
Winfield Associates
Ohio
$10K +$634 +10 +7%
ECM
356
Exchange Capital Management
Michigan
$7K +$7.1K +112 New
WRM
357
Westport Resources Management
Connecticut
$6K -$121K -1,902 -95%
FANJ
358
Financial Architects (New Jersey)
New Jersey
$6K
JIC
359
Joel Isaacson & Co
New York
$6K
BIG
360
Bellwether Investment Group
Tennessee
$6K +$5.9K +93 New
WP
361
WealthPLAN Partners
Nebraska
$5.57K +$11.2K +176 New
DBT
362
Dubuque Bank & Trust
Iowa
$5K
VFA
363
Virtus Fund Advisers
Connecticut
$5K
RWG
364
Regal Wealth Group
California
$5K +$4.56K +72 New
First Manhattan
365
First Manhattan
New York
$4K
TFO
366
Tarbox Family Office
California
$4K
VCM
367
Versant Capital Management
Arizona
$4K
SIM
368
Sonora Investment Management
Arizona
$3.17K -$1.33K -21 -30%
FFC
369
First Financial Corp
Indiana
$3K
CA
370
Commerzbank Aktiengesellschaft
Germany
$2.4K -$195K -3,078 -8%
FNBT
371
FineMark National Bank & Trust
Florida
$2K
FIB
372
First Interstate Bank
Montana
$2K
RFA
373
Reilly Financial Advisors
California
$2K +$1.71K +27 New
PRCM
374
Pine River Capital Management
Minnesota
$1.39K
ASN
375
Advisory Services Network
Georgia
$1K

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.