Bank of Montreal
BMO
361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.
62% more call options, than puts
Call options by funds: $224M | Put options by funds: $138M
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
12% more capital invested
Capital invested by funds: $20.1B → $22.6B (+$2.47B)
2% more funds holding
Funds holding: 354 → 361 (+7)
1.13% more ownership
Funds ownership: 46.28% → 47.41% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
2% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$407M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$68.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$61.5M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$52.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$99.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$86.9M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$59.2M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$35.3M |
| 5 |
Goldman Sachs
New York
|
-$29.3M |
BMO Hedge Fund Activity: Q2 2014 in Review
361 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2014, worth a combined $22.6B — up 12% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BMO positions and 24 closed out — a net gain of 9 holders — while 128 added to existing stakes and 130 trimmed.
The largest buyer was Norges Bank, adding an estimated $407M. The largest seller was JP Morgan Chase, cutting an estimated $99.4M.
- 361 institutional investors held Bank of Montreal (BMO) as of Q2 2014, up from 354 in Q1 2014.
- Funds reported $22.6B of Bank of Montreal stock for Q2 2014, up 12% quarter-over-quarter.
- 33 funds opened new Bank of Montreal positions in Q2 2014 and 24 closed out, a net change of +9 holders.
- The largest Bank of Montreal buyer in Q2 2014 was Norges Bank, an estimated $407M added.
- The largest Bank of Montreal seller in Q2 2014 was JP Morgan Chase, an estimated $99.4M sold.
Based on aggregated 13F filings for Q2 2014.