Bank of Montreal
BMO
348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.
98% more call options, than puts
Call options by funds: $181M | Put options by funds: $91.5M
11% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 116
0.6% more ownership
Funds ownership: 47.91% → 48.51% (+0.6%)
5% less funds holding
Funds holding: 366 → 348 (-18)
15% less capital invested
Capital invested by funds: $22.1B → $18.9B (-$3.25B)
20% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 50
21% less funds holding in top 10
Funds holding in top 10: 29 → 23 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$422M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$62.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$52.1M |
| 4 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$38.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$88.9M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$72.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.6M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$58.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.8M |
BMO Hedge Fund Activity: Q1 2015 in Review
348 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2015, worth a combined $18.9B — down 15% from $22.1B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of BMO and 40 opened new positions — a net loss of 10 holders — while 116 trimmed existing stakes and 129 added.
The largest buyer was Vanguard Group, adding an estimated $422M. The largest seller was Acadian Asset Management, cutting an estimated $88.9M.
- 348 institutional investors held Bank of Montreal (BMO) as of Q1 2015, down from 366 in Q4 2014.
- Funds reported $18.9B of Bank of Montreal stock for Q1 2015, down 15% quarter-over-quarter.
- 40 funds opened new Bank of Montreal positions in Q1 2015 and 50 closed out, a net change of -10 holders.
- The largest Bank of Montreal buyer in Q1 2015 was Vanguard Group, an estimated $422M added.
- The largest Bank of Montreal seller in Q1 2015 was Acadian Asset Management, an estimated $88.9M sold.
Based on aggregated 13F filings for Q1 2015.