Bank of Montreal
BMO
439 hedge funds and large institutions have $28.2B invested in Bank of Montreal in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 135 reducing their positions, and 28 closing their positions.
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
15% more capital invested
Capital invested by funds: $24.6B → $28.2B (+$3.62B)
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
8% more funds holding
Funds holding: 405 → 439 (+34)
0.09% more ownership
Funds ownership: 42.36% → 42.45% (+0.09%)
5% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 135
25% less call options, than puts
Call options by funds: $374M | Put options by funds: $498M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$283M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$224M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$214M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$203M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$242M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$189M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$110M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$103M |
| 5 |
Two Sigma Investments
New York
|
-$56.4M |
BMO Hedge Fund Activity: Q2 2021 in Review
439 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2021, worth a combined $28.2B — up 15% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new BMO positions and 28 closed out — a net gain of 36 holders — while 128 added to existing stakes and 135 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $283M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $242M.
- 439 institutional investors held Bank of Montreal (BMO) as of Q2 2021, up from 405 in Q1 2021.
- Funds reported $28.2B of Bank of Montreal stock for Q2 2021, up 15% quarter-over-quarter.
- 64 funds opened new Bank of Montreal positions in Q2 2021 and 28 closed out, a net change of +36 holders.
- The largest Bank of Montreal buyer in Q2 2021 was Bank of Nova Scotia, an estimated $283M added.
- The largest Bank of Montreal seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $242M sold.
Based on aggregated 13F filings for Q2 2021.