Bank of Montreal
BMO
399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.
4% less call options, than puts
Call options by funds: $140M | Put options by funds: $147M
4% less funds holding
Funds holding: 417 → 399 (-18)
5.26% less ownership
Funds ownership: 48.96% → 43.7% (-5.3%)
6% less funds holding in top 10
Funds holding in top 10: 32 → 30 (-2)
12% less capital invested
Capital invested by funds: $23.8B → $21B (-$2.82B)
15% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 153
38% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$198M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$94M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$90.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.3M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.04B |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$694M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$567M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$456M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$89.5M |
BMO Hedge Fund Activity: Q2 2017 in Review
399 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2017, worth a combined $21B — down 12% from $23.8B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of BMO and 26 opened new positions — a net loss of 16 holders — while 153 trimmed existing stakes and 130 added.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $198M. The largest seller was CIBC World Market, cutting an estimated $1.04B.
- 399 institutional investors held Bank of Montreal (BMO) as of Q2 2017, down from 417 in Q1 2017.
- Funds reported $21B of Bank of Montreal stock for Q2 2017, down 12% quarter-over-quarter.
- 26 funds opened new Bank of Montreal positions in Q2 2017 and 42 closed out, a net change of -16 holders.
- The largest Bank of Montreal buyer in Q2 2017 was Canada Pension Plan Investment Board, an estimated $198M added.
- The largest Bank of Montreal seller in Q2 2017 was CIBC World Market, an estimated $1.04B sold.
Based on aggregated 13F filings for Q2 2017.