Bank of Montreal
BMO
428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.
2% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 49
0.07% less ownership
Funds ownership: 44.11% → 44.03% (-0.07%)
0% less funds holding
Funds holding: 429 → 428 (-1)
6% less capital invested
Capital invested by funds: $23B → $21.5B (-$1.42B)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
11% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 147
29% less call options, than puts
Call options by funds: $123M | Put options by funds: $173M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$209M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$157M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$79.9M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$77.6M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$162M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$134M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$95M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$79.5M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$72.7M |
BMO Hedge Fund Activity: Q1 2018 in Review
428 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2018, worth a combined $21.5B — down 6.2% from $23B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new BMO positions and 49 closed out — a net gain of 1 holder — while 131 added to existing stakes and 147 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $209M. The largest seller was 1832 Asset Management, cutting an estimated $162M.
- 428 institutional investors held Bank of Montreal (BMO) as of Q1 2018, down from 429 in Q4 2017.
- Funds reported $21.5B of Bank of Montreal stock for Q1 2018, down 6.2% quarter-over-quarter.
- 50 funds opened new Bank of Montreal positions in Q1 2018 and 49 closed out, a net change of +1 holder.
- The largest Bank of Montreal buyer in Q1 2018 was Fidelity Investments, an estimated $209M added.
- The largest Bank of Montreal seller in Q1 2018 was 1832 Asset Management, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2018.