Bank of Montreal
BMO
443 hedge funds and large institutions have $21B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.
3% more call options, than puts
Call options by funds: $253M | Put options by funds: $246M
1% more capital invested
Capital invested by funds: $20.8B → $21B (+$186M)
6% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 142
1.02% less ownership
Funds ownership: 43.36% → 42.34% (-1%)
2% less funds holding
Funds holding: 453 → 443 (-10)
12% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 52
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$436M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$109M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$101M |
| 4 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$82M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$64.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$571M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$203M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$123M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$76.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$65.9M |
BMO Hedge Fund Activity: Q2 2019 in Review
443 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2019, worth a combined $21B — up 0.9% from $20.8B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of BMO and 46 opened new positions — a net loss of 6 holders — while 142 trimmed existing stakes and 133 added.
The largest buyer was Canada Life, opening a new position worth an estimated $436M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $571M sold.
- 443 institutional investors held Bank of Montreal (BMO) as of Q2 2019, down from 453 in Q1 2019.
- Funds reported $21B of Bank of Montreal stock for Q2 2019, up 0.9% quarter-over-quarter.
- 46 funds opened new Bank of Montreal positions in Q2 2019 and 52 closed out, a net change of -6 holders.
- The largest Bank of Montreal buyer in Q2 2019 was Canada Life, an estimated $436M added.
- The largest Bank of Montreal seller in Q2 2019 was Acadian Asset Management, an estimated $571M sold.
Based on aggregated 13F filings for Q2 2019.