Bank of Montreal
BMO
457 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 173 increasing their positions, 134 reducing their positions, and 59 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 134
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
0.96% less ownership
Funds ownership: 45.3% → 44.34% (-0.96%)
6% less funds holding
Funds holding: 487 → 457 (-30)
7% less capital invested
Capital invested by funds: $26.1B → $24.2B (-$1.93B)
36% less call options, than puts
Call options by funds: $441M | Put options by funds: $693M
39% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$166M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$163M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$159M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$145M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$260M |
| 2 |
Goldman Sachs
New York
|
-$181M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$115M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$69.2M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$46.8M |
BMO Hedge Fund Activity: Q3 2022 in Review
457 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2022, worth a combined $24.2B — down 7.4% from $26.1B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BMO and 36 opened new positions — a net loss of 23 holders — while 134 trimmed existing stakes and 173 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $166M. The largest seller was Fidelity International, cutting an estimated $260M.
- 457 institutional investors held Bank of Montreal (BMO) as of Q3 2022, down from 487 in Q2 2022.
- Funds reported $24.2B of Bank of Montreal stock for Q3 2022, down 7.4% quarter-over-quarter.
- 36 funds opened new Bank of Montreal positions in Q3 2022 and 59 closed out, a net change of -23 holders.
- The largest Bank of Montreal buyer in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $166M added.
- The largest Bank of Montreal seller in Q3 2022 was Fidelity International, an estimated $260M sold.
Based on aggregated 13F filings for Q3 2022.