Bank of Montreal
BMO
374 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.
39% more call options, than puts
Call options by funds: $283M | Put options by funds: $204M
3% less capital invested
Capital invested by funds: $13.6B → $13.2B (-$463M)
3.64% less ownership
Funds ownership: 42.47% → 38.82% (-3.6%)
6% less funds holding
Funds holding: 396 → 374 (-22)
30% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 149
36% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 59
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$125M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$81.5M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$68.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$63.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$695M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$126M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$120M |
| 4 |
Goldman Sachs
New York
|
-$114M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$62.8M |
BMO Hedge Fund Activity: Q2 2020 in Review
374 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2020, worth a combined $13.2B — down 3.4% from $13.6B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BMO and 38 opened new positions — a net loss of 21 holders — while 149 trimmed existing stakes and 104 added.
The largest buyer was Toronto Dominion Bank, adding an estimated $125M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $695M sold.
- 374 institutional investors held Bank of Montreal (BMO) as of Q2 2020, down from 396 in Q1 2020.
- Funds reported $13.2B of Bank of Montreal stock for Q2 2020, down 3.4% quarter-over-quarter.
- 38 funds opened new Bank of Montreal positions in Q2 2020 and 59 closed out, a net change of -21 holders.
- The largest Bank of Montreal buyer in Q2 2020 was Toronto Dominion Bank, an estimated $125M added.
- The largest Bank of Montreal seller in Q2 2020 was Bank of Nova Scotia, an estimated $695M sold.
Based on aggregated 13F filings for Q2 2020.