Bank of Montreal
BMO
453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.
57% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 30
9% more capital invested
Capital invested by funds: $22B → $24B (+$1.92B)
3% more funds holding
Funds holding: 439 → 453 (+14)
0.82% more ownership
Funds ownership: 44.4% → 45.22% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 33 → 33 (0)
5% less call options, than puts
Call options by funds: $260M | Put options by funds: $273M
13% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 158
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$347M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$60.3M |
| 4 |
JP Morgan Chase
New York
|
+$50.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$47.1M |
Top Sellers
| 1 |
UBS AM
Chicago,
Illinois
|
-$192M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$67M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$54.7M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$44.9M |
| 5 |
Renaissance Technologies
New York
|
-$36.6M |
BMO Hedge Fund Activity: Q3 2018 in Review
453 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2018, worth a combined $24B — up 8.7% from $22B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BMO positions and 30 closed out — a net gain of 17 holders — while 138 added to existing stakes and 158 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $347M. The largest seller was UBS AM, cutting an estimated $192M.
- 453 institutional investors held Bank of Montreal (BMO) as of Q3 2018, up from 439 in Q2 2018.
- Funds reported $24B of Bank of Montreal stock for Q3 2018, up 8.7% quarter-over-quarter.
- 47 funds opened new Bank of Montreal positions in Q3 2018 and 30 closed out, a net change of +17 holders.
- The largest Bank of Montreal buyer in Q3 2018 was Arrowstreet Capital, an estimated $347M added.
- The largest Bank of Montreal seller in Q3 2018 was UBS AM, an estimated $192M sold.
Based on aggregated 13F filings for Q3 2018.