Bank of Montreal
BMO
447 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.
86% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 35
59% more call options, than puts
Call options by funds: $342M | Put options by funds: $215M
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
4% more funds holding
Funds holding: 430 → 447 (+17)
8% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 127
2% more capital invested
Capital invested by funds: $20.3B → $20.7B (+$352M)
1.37% less ownership
Funds ownership: 42.99% → 41.62% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$99.7M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$74.5M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$69.3M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$46.1M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$563M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$221M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$203M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$71.7M |
BMO Hedge Fund Activity: Q4 2019 in Review
447 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2019, worth a combined $20.7B — up 1.7% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BMO positions and 35 closed out — a net gain of 30 holders — while 137 added to existing stakes and 127 trimmed.
The largest buyer was MUFG Securities EMEA, adding an estimated $99.7M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $563M sold.
- 447 institutional investors held Bank of Montreal (BMO) as of Q4 2019, up from 430 in Q3 2019.
- Funds reported $20.7B of Bank of Montreal stock for Q4 2019, up 1.7% quarter-over-quarter.
- 65 funds opened new Bank of Montreal positions in Q4 2019 and 35 closed out, a net change of +30 holders.
- The largest Bank of Montreal buyer in Q4 2019 was MUFG Securities EMEA, an estimated $99.7M added.
- The largest Bank of Montreal seller in Q4 2019 was Acadian Asset Management, an estimated $563M sold.
Based on aggregated 13F filings for Q4 2019.