Bank of Montreal
BMO
429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.
109% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 33
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
9% more funds holding
Funds holding: 395 → 429 (+34)
6% more capital invested
Capital invested by funds: $21.6B → $23B (+$1.36B)
0.19% more ownership
Funds ownership: 43.92% → 44.11% (+0.19%)
14% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 138
41% less call options, than puts
Call options by funds: $120M | Put options by funds: $202M
Top Buyers
Top Sellers
BMO Hedge Fund Activity: Q4 2017 in Review
429 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2017, worth a combined $23B — up 6.3% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BMO positions and 33 closed out — a net gain of 36 holders — while 119 added to existing stakes and 138 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $832M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $150M.
- 429 institutional investors held Bank of Montreal (BMO) as of Q4 2017, up from 395 in Q3 2017.
- Funds reported $23B of Bank of Montreal stock for Q4 2017, up 6.3% quarter-over-quarter.
- 69 funds opened new Bank of Montreal positions in Q4 2017 and 33 closed out, a net change of +36 holders.
- The largest Bank of Montreal buyer in Q4 2017 was Mackenzie Financial, an estimated $832M added.
- The largest Bank of Montreal seller in Q4 2017 was Canada Pension Plan Investment Board, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2017.