Bank of Montreal
BMO
459 hedge funds and large institutions have $27.7B invested in Bank of Montreal in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
26% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 126
4% more funds holding
Funds holding: 441 → 459 (+18)
0.2% less ownership
Funds ownership: 42.77% → 42.57% (-0.2%)
3% less capital invested
Capital invested by funds: $28.5B → $27.7B (-$823M)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
48% less call options, than puts
Call options by funds: $342M | Put options by funds: $652M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$260M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.8M |
| 3 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$53.5M |
| 4 |
Millennium Management
New York
|
+$45.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$305M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$103M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$99.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$62.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$62.2M |
BMO Hedge Fund Activity: Q3 2021 in Review
459 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2021, worth a combined $27.7B — down 2.9% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BMO positions and 30 closed out — a net gain of 22 holders — while 159 added to existing stakes and 126 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $260M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $305M.
- 459 institutional investors held Bank of Montreal (BMO) as of Q3 2021, up from 441 in Q2 2021.
- Funds reported $27.7B of Bank of Montreal stock for Q3 2021, down 2.9% quarter-over-quarter.
- 52 funds opened new Bank of Montreal positions in Q3 2021 and 30 closed out, a net change of +22 holders.
- The largest Bank of Montreal buyer in Q3 2021 was Royal Bank of Canada, an estimated $260M added.
- The largest Bank of Montreal seller in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $305M sold.
Based on aggregated 13F filings for Q3 2021.