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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
CFG
376
Citizens Financial Group
Rhode Island
$1K
KF
377
Krilogy Financial
Missouri
$1K
LWA
378
Lowe Wealth Advisors
Maryland
$1K +$1.14K +18 New
AT
379
Arden Trust
Delaware
$697 +$93.3K +1,472 +15%
Mawer Investment Management
380
Mawer Investment Management
Alberta, Canada
-$143M -2,360,830 Closed
Millennium Management
381
Millennium Management
New York
-$8.63M -142,256 Closed
NIA
382
Northstar Investment Advisors
Colorado
-$6.04M -99,567 Closed
SG Americas Securities
383
SG Americas Securities
New York
-$6.34M -80,598 Closed
Two Sigma Investments
384
Two Sigma Investments
New York
-$4.65M -76,551 Closed
QC
385
Quadrature Capital
United Kingdom
-$3.49M -57,600 Closed
MSV
386
MN Services Vermogensbeheer
Netherlands
-$858K -16,033 Closed
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
-$943K -15,541 Closed
Cambridge Investment Research Advisors
388
Cambridge Investment Research Advisors
Iowa
-$679K -11,192 Closed
RCA
389
Rowland Carmichael Advisors
Arizona
-$616K -10,146 Closed
CI
390
Capital International
California
-$573K -9,400 Closed
HFS
391
HL Financial Services
Kentucky
-$474K -7,810 Closed
QT
392
Quantbot Technologies
New York
-$442K -7,291 Closed
AL
393
Airain Ltd
Guernsey
-$418K -6,881 Closed
GCA
394
Gideon Capital Advisors
New York
-$409K -6,736 Closed
Handelsbanken Fonder
395
Handelsbanken Fonder
Sweden
-$360K -5,900 Closed
AIG
396
American International Group
New York
-$326K -5,367 Closed
PAM
397
Princeton Alpha Management
New Jersey
-$305K -5,019 Closed
ICOA
398
Investment Centers of America
North Dakota
-$287K -4,712 Closed
ST
399
Spot Trading
Illinois
-$286K -4,515 Closed
NERM
400
New England Research & Management
Illinois
-$247K -4,075 Closed

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.