Bank of Montreal
BMO
400 hedge funds and large institutions have $21B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 141 reducing their positions, and 24 closing their positions.
196% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 24
71% more funds holding in top 10
Funds holding in top 10: 14 → 24 (+10)
41% more call options, than puts
Call options by funds: $433M | Put options by funds: $308M
37% more capital invested
Capital invested by funds: $15.4B → $21B (+$5.61B)
12% more funds holding
Funds holding: 357 → 400 (+43)
1.84% more ownership
Funds ownership: 40.62% → 42.46% (+1.8%)
30% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$571M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$504M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$95.2M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$70.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$234M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$203M |
| 3 |
Goldman Sachs
New York
|
-$89.2M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$50.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$44.1M |
BMO Hedge Fund Activity: Q4 2020 in Review
400 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2020, worth a combined $21B — up 37% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new BMO positions and 24 closed out — a net gain of 47 holders — while 99 added to existing stakes and 141 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $571M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $234M.
- 400 institutional investors held Bank of Montreal (BMO) as of Q4 2020, up from 357 in Q3 2020.
- Funds reported $21B of Bank of Montreal stock for Q4 2020, up 37% quarter-over-quarter.
- 71 funds opened new Bank of Montreal positions in Q4 2020 and 24 closed out, a net change of +47 holders.
- The largest Bank of Montreal buyer in Q4 2020 was Royal Bank of Canada, an estimated $571M added.
- The largest Bank of Montreal seller in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $234M sold.
Based on aggregated 13F filings for Q4 2020.