Bank of Montreal
BMO
470 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 154 reducing their positions, and 47 closing their positions.
4% more call options, than puts
Call options by funds: $697M | Put options by funds: $672M
0% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 47
0.03% less ownership
Funds ownership: 47.59% → 47.57% (-0.03%)
0% less capital invested
Capital invested by funds: $28.7B → $28.6B (-$110M)
2% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 154
2% less funds holding
Funds holding: 478 → 470 (-8)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
Top Buyers
Top Sellers
BMO Hedge Fund Activity: Q1 2023 in Review
470 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2023, worth a combined $28.6B — down 0.38% from $28.7B a quarter earlier.
Fund positioning in BMO was balanced in Q1 2023: 47 funds opened new positions, 47 closed out, 151 added to existing stakes and 154 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $230M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $211M sold.
- 470 institutional investors held Bank of Montreal (BMO) as of Q1 2023, down from 478 in Q4 2022.
- Funds reported $28.6B of Bank of Montreal stock for Q1 2023, down 0.38% quarter-over-quarter.
- 47 funds opened new Bank of Montreal positions in Q1 2023 and 47 closed out, a net change of 0 holders.
- The largest Bank of Montreal buyer in Q1 2023 was Bank of Nova Scotia, an estimated $230M added.
- The largest Bank of Montreal seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2023.