Bank of Montreal
BMO
406 hedge funds and large institutions have $24.7B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 95 reducing their positions, and 40 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 95
25% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 40
18% more capital invested
Capital invested by funds: $21B → $24.7B (+$3.7B)
2% more funds holding
Funds holding: 400 → 406 (+6)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
0.1% less ownership
Funds ownership: 42.46% → 42.36% (-0.1%)
18% less call options, than puts
Call options by funds: $407M | Put options by funds: $495M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$424M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$258M |
| 3 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$119M |
| 4 |
Two Sigma Investments
New York
|
+$112M |
| 5 |
Man Group
London,
United Kingdom
|
+$88.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$464M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$394M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$221M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$192M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$174M |
BMO Hedge Fund Activity: Q1 2021 in Review
406 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2021, worth a combined $24.7B — up 18% from $21B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new BMO positions and 40 closed out — a net gain of 10 holders — while 161 added to existing stakes and 95 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $424M. The largest seller was Canada Life, cutting an estimated $464M.
- 406 institutional investors held Bank of Montreal (BMO) as of Q1 2021, up from 400 in Q4 2020.
- Funds reported $24.7B of Bank of Montreal stock for Q1 2021, up 18% quarter-over-quarter.
- 50 funds opened new Bank of Montreal positions in Q1 2021 and 40 closed out, a net change of +10 holders.
- The largest Bank of Montreal buyer in Q1 2021 was Mackenzie Financial, an estimated $424M added.
- The largest Bank of Montreal seller in Q1 2021 was Canada Life, an estimated $464M sold.
Based on aggregated 13F filings for Q1 2021.