Bank of Montreal
BMO
369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.
236% more call options, than puts
Call options by funds: $210M | Put options by funds: $62.6M
44% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 25
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
6% more capital invested
Capital invested by funds: $17.7B → $18.8B (+$1.12B)
3% more funds holding
Funds holding: 360 → 369 (+9)
1.16% less ownership
Funds ownership: 48.94% → 47.78% (-1.2%)
15% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95.7M |
| 2 |
Goldman Sachs
New York
|
+$50.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$48.2M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$29.5M |
| 5 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$208M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$128M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$70.4M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$70M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$58.4M |
BMO Hedge Fund Activity: Q1 2016 in Review
369 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2016, worth a combined $18.8B — up 6.3% from $17.7B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BMO positions and 25 closed out — a net gain of 11 holders — while 115 added to existing stakes and 135 trimmed.
The largest buyer was Vanguard Group, adding an estimated $95.7M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $208M sold.
- 369 institutional investors held Bank of Montreal (BMO) as of Q1 2016, up from 360 in Q4 2015.
- Funds reported $18.8B of Bank of Montreal stock for Q1 2016, up 6.3% quarter-over-quarter.
- 36 funds opened new Bank of Montreal positions in Q1 2016 and 25 closed out, a net change of +11 holders.
- The largest Bank of Montreal buyer in Q1 2016 was Vanguard Group, an estimated $95.7M added.
- The largest Bank of Montreal seller in Q1 2016 was Mackenzie Financial, an estimated $208M sold.
Based on aggregated 13F filings for Q1 2016.