Bank of Montreal
BMO
396 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.
25% more call options, than puts
Call options by funds: $278M | Put options by funds: $221M
0.85% more ownership
Funds ownership: 41.62% → 42.47% (+0.85%)
8% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 145
11% less funds holding
Funds holding: 447 → 396 (-51)
30% less funds holding in top 10
Funds holding in top 10: 20 → 14 (-6)
34% less capital invested
Capital invested by funds: $20.7B → $13.6B (-$7.03B)
64% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$310M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$191M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$127M |
| 4 |
Goldman Sachs
New York
|
+$119M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$221M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$204M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$94.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$73.1M |
| 5 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$63.7M |
BMO Hedge Fund Activity: Q1 2020 in Review
396 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2020, worth a combined $13.6B — down 34% from $20.7B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of BMO and 25 opened new positions — a net loss of 45 holders — while 145 trimmed existing stakes and 133 added.
The largest buyer was TD Asset Management, adding an estimated $310M. The largest seller was Mackenzie Financial, cutting an estimated $221M.
- 396 institutional investors held Bank of Montreal (BMO) as of Q1 2020, down from 447 in Q4 2019.
- Funds reported $13.6B of Bank of Montreal stock for Q1 2020, down 34% quarter-over-quarter.
- 25 funds opened new Bank of Montreal positions in Q1 2020 and 70 closed out, a net change of -45 holders.
- The largest Bank of Montreal buyer in Q1 2020 was TD Asset Management, an estimated $310M added.
- The largest Bank of Montreal seller in Q1 2020 was Mackenzie Financial, an estimated $221M sold.
Based on aggregated 13F filings for Q1 2020.