Bank of Montreal
BMO
417 hedge funds and large institutions have $23.8B invested in Bank of Montreal in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 159 reducing their positions, and 30 closing their positions.
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
24% more call options, than puts
Call options by funds: $140M | Put options by funds: $113M
7% more funds holding in top 10
Funds holding in top 10: 30 → 32 (+2)
3% more funds holding
Funds holding: 403 → 417 (+14)
5% more capital invested
Capital invested by funds: $22.8B → $23.8B (+$1.03B)
0.03% less ownership
Funds ownership: 48.99% → 48.96% (-0.03%)
19% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$73.5M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$59.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$58.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$51.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$216M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$149M |
| 3 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$60.3M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$49.8M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$47.3M |
BMO Hedge Fund Activity: Q1 2017 in Review
417 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2017, worth a combined $23.8B — up 4.5% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new BMO positions and 30 closed out — a net gain of 16 holders — while 129 added to existing stakes and 159 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), opening a new position worth an estimated $73.5M. The largest seller was Royal Bank of Canada, cutting an estimated $216M.
- 417 institutional investors held Bank of Montreal (BMO) as of Q1 2017, up from 403 in Q4 2016.
- Funds reported $23.8B of Bank of Montreal stock for Q1 2017, up 4.5% quarter-over-quarter.
- 46 funds opened new Bank of Montreal positions in Q1 2017 and 30 closed out, a net change of +16 holders.
- The largest Bank of Montreal buyer in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $73.5M added.
- The largest Bank of Montreal seller in Q1 2017 was Royal Bank of Canada, an estimated $216M sold.
Based on aggregated 13F filings for Q1 2017.