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Bank of Montreal

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $149M | Put options by funds: $95.7M

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

2% more funds holding

Funds holding: 348354 (+6)

0.69% less ownership

Funds ownership: 48.51%47.82% (-0.69%)

3% less capital invested

Capital invested by funds: $18.9B → $18.3B (-$508M)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$39.1M +$7.14M +113,773 +21%
UBS Group
52
UBS Group
Switzerland
$38.4M +$1.59M +25,277 +4%
Wells Fargo
53
Wells Fargo
California
$36.4M -$16.8M -267,957 -30%
TAM
54
Taylor Asset Management
Ontario, Canada
$35.1M -$2M -31,900 -5%
HHC
55
Hutchin Hill Capital
New York
$34.1M +$23.8M +378,900 +193%
Stifel Financial
56
Stifel Financial
Missouri
$32.3M +$590K +9,395 +2%
VRS
57
Virginia Retirement Systems
Virginia
$30.5M +$3.77M +60,000 +13%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$30.3M +$4.44M +70,787 +16%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$28.4M +$11M +175,000 +57%
MAA
60
Managed Account Advisors
New Jersey
$28.1M -$1.11M -17,755 -4%
BONST
61
Bank of Nova Scotia Trust
Ontario, Canada
$27.9M -$2.6M -41,343 -8%
Goldman Sachs
62
Goldman Sachs
New York
$24.9M +$1.12M +17,802 +4%
Renaissance Technologies
63
Renaissance Technologies
New York
$24.8M -$27.4M -436,500 -51%
AT
64
AMF Tjänstepension
Sweden
$24.6M -$757K -12,060 -3%
AG
65
Aperio Group
California
$23.8M +$6.14M +97,886 +32%
AllianceBernstein
66
AllianceBernstein
Tennessee
$23.7M -$9.43M -150,203 -27%
Millennium Management
67
Millennium Management
New York
$22.9M +$24.2M +386,051 New
AII
68
AGF Investments Inc
Ontario, Canada
$20.8M +$15.6M +247,933 +239%
Aviva
69
Aviva
United Kingdom
$20.1M -$763K -12,160 -3%
ACI
70
AMP Capital Investors
Australia
$19.1M -$2.08M -33,169 -9%
DekaBank Deutsche Girozentrale
71
DekaBank Deutsche Girozentrale
Germany
$18.3M +$575K +9,167 +3%
GCAC
72
Guardian Capital Advisors (Canada)
Ontario, Canada
$17.9M +$747K +11,900 +4%
Barclays
73
Barclays
United Kingdom
$16.3M +$1.33M +21,216 +8%
DJSG
74
D.J. St. Germain
Massachusetts
$16.3M +$368K +5,857 +2%
MC
75
Martin Currie
United Kingdom
$14.2M +$94.2K +1,500 +0.6%

BMO Hedge Fund Activity: Q2 2015 in Review

354 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2015, worth a combined $18.3B — down 2.7% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BMO positions and 31 closed out — a net gain of 10 holders — while 118 added to existing stakes and 124 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $275M. The largest seller was Bank of Nova Scotia, cutting an estimated $254M.

  • 354 institutional investors held Bank of Montreal (BMO) as of Q2 2015, up from 348 in Q1 2015.
  • Funds reported $18.3B of Bank of Montreal stock for Q2 2015, down 2.7% quarter-over-quarter.
  • 41 funds opened new Bank of Montreal positions in Q2 2015 and 31 closed out, a net change of +10 holders.
  • The largest Bank of Montreal buyer in Q2 2015 was Capital Research Global Investors, an estimated $275M added.
  • The largest Bank of Montreal seller in Q2 2015 was Bank of Nova Scotia, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2015.