Bank of Montreal
BMO
350 hedge funds and large institutions have $17.1B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
16% more call options, than puts
Call options by funds: $145M | Put options by funds: $125M
0.43% more ownership
Funds ownership: 47.82% → 48.24% (+0.43%)
1% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 122
6% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 35
1% less funds holding
Funds holding: 355 → 350 (-5)
7% less capital invested
Capital invested by funds: $18.4B → $17.1B (-$1.34B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$126M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$99.5M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$59.7M |
| 4 |
SRAIM
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
|
+$50.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$208M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$87M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$68.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$34.4M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$33.9M |
BMO Hedge Fund Activity: Q3 2015 in Review
350 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2015, worth a combined $17.1B — down 7.3% from $18.4B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of BMO and 33 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 121 added.
The largest buyer was Royal Bank of Canada, adding an estimated $126M. The largest seller was Toronto Dominion Bank, cutting an estimated $208M.
- 350 institutional investors held Bank of Montreal (BMO) as of Q3 2015, down from 355 in Q2 2015.
- Funds reported $17.1B of Bank of Montreal stock for Q3 2015, down 7.3% quarter-over-quarter.
- 33 funds opened new Bank of Montreal positions in Q3 2015 and 35 closed out, a net change of -2 holders.
- The largest Bank of Montreal buyer in Q3 2015 was Royal Bank of Canada, an estimated $126M added.
- The largest Bank of Montreal seller in Q3 2015 was Toronto Dominion Bank, an estimated $208M sold.
Based on aggregated 13F filings for Q3 2015.