Bank of Montreal
BMO
439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 160 reducing their positions, and 31 closing their positions.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
14% more funds holding in top 10
Funds holding in top 10: 29 → 33 (+4)
10% more call options, than puts
Call options by funds: $231M | Put options by funds: $210M
3% more funds holding
Funds holding: 428 → 439 (+11)
2% more capital invested
Capital invested by funds: $21.5B → $22B (+$510M)
0.37% more ownership
Funds ownership: 44.03% → 44.4% (+0.37%)
24% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$475M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$212M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$188M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$70.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$63.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$454M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$256M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$114M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$102M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$75.3M |
BMO Hedge Fund Activity: Q2 2018 in Review
439 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2018, worth a combined $22B — up 2.4% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BMO positions and 31 closed out — a net gain of 16 holders — while 121 added to existing stakes and 160 trimmed.
The largest buyer was Beutel, Goodman & Co, adding an estimated $475M. The largest seller was Mackenzie Financial, cutting an estimated $454M.
- 439 institutional investors held Bank of Montreal (BMO) as of Q2 2018, up from 428 in Q1 2018.
- Funds reported $22B of Bank of Montreal stock for Q2 2018, up 2.4% quarter-over-quarter.
- 47 funds opened new Bank of Montreal positions in Q2 2018 and 31 closed out, a net change of +16 holders.
- The largest Bank of Montreal buyer in Q2 2018 was Beutel, Goodman & Co, an estimated $475M added.
- The largest Bank of Montreal seller in Q2 2018 was Mackenzie Financial, an estimated $454M sold.
Based on aggregated 13F filings for Q2 2018.