Bank of Montreal
BMO
361 hedge funds and large institutions have $17.8B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
18% more call options, than puts
Call options by funds: $113M | Put options by funds: $95.5M
11% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 113
3% more funds holding
Funds holding: 350 → 361 (+11)
4% more capital invested
Capital invested by funds: $17.1B → $17.8B (+$751M)
0.7% more ownership
Funds ownership: 48.24% → 48.94% (+0.7%)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$147M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$71.7M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$66.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$54.1M |
| 5 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$183M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$116M |
| 3 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$60.5M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$59.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$33.5M |
BMO Hedge Fund Activity: Q4 2015 in Review
361 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2015, worth a combined $17.8B — up 4.4% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BMO positions and 35 closed out — a net gain of 13 holders — while 125 added to existing stakes and 113 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $147M. The largest seller was Royal Bank of Canada, cutting an estimated $183M.
- 361 institutional investors held Bank of Montreal (BMO) as of Q4 2015, up from 350 in Q3 2015.
- Funds reported $17.8B of Bank of Montreal stock for Q4 2015, up 4.4% quarter-over-quarter.
- 48 funds opened new Bank of Montreal positions in Q4 2015 and 35 closed out, a net change of +13 holders.
- The largest Bank of Montreal buyer in Q4 2015 was Capital Research Global Investors, an estimated $147M added.
- The largest Bank of Montreal seller in Q4 2015 was Royal Bank of Canada, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2015.