Bank of Montreal
BMO
367 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 27 closing their positions.
52% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 27
29% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 112
24% more call options, than puts
Call options by funds: $166M | Put options by funds: $134M
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
2% more funds holding
Funds holding: 359 → 367 (+8)
0.66% more ownership
Funds ownership: 47.25% → 47.91% (+0.66%)
2% less capital invested
Capital invested by funds: $22.5B → $22.1B (-$443M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$104M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$90.8M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$80.2M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$61.6M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$82.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$75.8M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$63.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.9M |
| 5 |
Goldman Sachs
New York
|
-$42.6M |
BMO Hedge Fund Activity: Q4 2014 in Review
367 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2014, worth a combined $22.1B — down 2% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new BMO positions and 27 closed out — a net gain of 14 holders — while 144 added to existing stakes and 112 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $104M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $82.4M sold.
- 367 institutional investors held Bank of Montreal (BMO) as of Q4 2014, up from 359 in Q3 2014.
- Funds reported $22.1B of Bank of Montreal stock for Q4 2014, down 2% quarter-over-quarter.
- 41 funds opened new Bank of Montreal positions in Q4 2014 and 27 closed out, a net change of +14 holders.
- The largest Bank of Montreal buyer in Q4 2014 was Royal Bank of Canada, an estimated $104M added.
- The largest Bank of Montreal seller in Q4 2014 was Two Sigma Investments, an estimated $82.4M sold.
Based on aggregated 13F filings for Q4 2014.