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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
379
Holders Change
–
Holders Change %
0%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
33
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$180M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$45.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$32.9M
5
IIM
Intact Investment Management
Quebec, Canada
+$24.3M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$65.3M
2
Goldman Sachs
Goldman Sachs
New York
-$56.1M
3
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$47.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
401
Redwood Investments
Massachusetts
– -$32K -506 Closed
MIP
402
Mondrian Investment Partners
United Kingdom
– -$34K -412 Closed
QAM
403
QCI Asset Management
New York
– -$22K -350 Closed
ECM
404
Exchange Capital Management
Michigan
– -$7K -112 Closed
WRM
405
Westport Resources Management
Connecticut
– -$6K -100 Closed
FFC
406
First Financial Corp
Indiana
– -$3K -50 Closed
RFA
407
Reilly Financial Advisors
California
– -$2K -27 Closed
LWA
408
Lowe Wealth Advisors
Maryland
– -$1K -18 Closed
13 14 15 16
17

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.