We are live on ! Find out more
BMO icon

Bank of Montreal

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $205M | Put options by funds: $86.9M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $18.8B → $20.1B (+$1.29B)

3% more funds holding

Funds holding: 369379 (+10)

1.46% more ownership

Funds ownership: 47.78%49.24% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 125

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.11%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.47B -$22.4M -354,082 -0.6%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.73B +$15.5M +244,618 +0.9%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.65B +$33.6M +530,618 +2%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.32B -$3.5M -55,235 -0.3%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.03B -$552K -8,710 -0.1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$981M +$15.5M +244,046 +2%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$869M -$54.8M -864,708 -6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$807M +$397M +6,269,734 +97%
Vanguard Group
9
Vanguard Group
Pennsylvania
$782M +$91.1M +1,436,726 +13%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$398M -$31.7M -499,724 -7%
Norges Bank
11
Norges Bank
Norway
$384M -$11.5M -181,820 -3%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$366M -$3.67M -57,945 -1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$346M -$45.7M -720,100 -12%
Franklin Resources
14
Franklin Resources
California
$338M -$86.8M -1,368,432 -20%
GCC
15
Guardian Capital (Canada)
Ontario, Canada
$333M -$2.82M -44,480 -0.8%
Canada Life
16
Canada Life
Manitoba, Canada
$301M -$14.7M -231,587 -5%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M -$50M -789,475 -16%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224M +$55.6M +877,580 +33%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$202M +$202M +3,180,643 New
Legal & General Group
20
Legal & General Group
United Kingdom
$194M +$4.43M +69,811 +2%
APG Asset Management
21
APG Asset Management
Netherlands
$168M
CS
22
Credit Suisse
Switzerland
$155M +$417K +6,583 +0.3%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M -$42M -662,000 -27%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$142M +$22.5M +355,122 +19%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M +$7.69M +121,344 +6%

BMO Hedge Fund Activity: Q2 2016 in Review

379 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2016, worth a combined $20.1B — up 6.8% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BMO positions and 31 closed out — a net gain of 13 holders — while 118 added to existing stakes and 125 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $397M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $143M sold.

  • 379 institutional investors held Bank of Montreal (BMO) as of Q2 2016, up from 369 in Q1 2016.
  • Funds reported $20.1B of Bank of Montreal stock for Q2 2016, up 6.8% quarter-over-quarter.
  • 44 funds opened new Bank of Montreal positions in Q2 2016 and 31 closed out, a net change of +13 holders.
  • The largest Bank of Montreal buyer in Q2 2016 was Capital Research Global Investors, an estimated $397M added.
  • The largest Bank of Montreal seller in Q2 2016 was Mawer Investment Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2016.