Bank of Montreal
BMO
478 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 29 closing their positions.
100% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 29
19% more capital invested
Capital invested by funds: $24.2B → $28.7B (+$4.55B)
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
5% more funds holding
Funds holding: 457 → 478 (+21)
3.25% more ownership
Funds ownership: 44.34% → 47.59% (+3.3%)
16% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 172
27% less call options, than puts
Call options by funds: $679M | Put options by funds: $934M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$779M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$244M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$206M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$195M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$75.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$49.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$37.8M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$36.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.3M |
BMO Hedge Fund Activity: Q4 2022 in Review
478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2022, worth a combined $28.7B — up 19% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new BMO positions and 29 closed out — a net gain of 29 holders — while 145 added to existing stakes and 172 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $779M. The largest seller was Royal Bank of Canada, cutting an estimated $75.6M.
- 478 institutional investors held Bank of Montreal (BMO) as of Q4 2022, up from 457 in Q3 2022.
- Funds reported $28.7B of Bank of Montreal stock for Q4 2022, up 19% quarter-over-quarter.
- 58 funds opened new Bank of Montreal positions in Q4 2022 and 29 closed out, a net change of +29 holders.
- The largest Bank of Montreal buyer in Q4 2022 was National Bank of Canada, an estimated $779M added.
- The largest Bank of Montreal seller in Q4 2022 was Royal Bank of Canada, an estimated $75.6M sold.
Based on aggregated 13F filings for Q4 2022.