Bank of Montreal
BMO
488 hedge funds and large institutions have $28.9B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 156 reducing their positions, and 31 closing their positions.
119% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 31
6% more funds holding
Funds holding: 459 → 488 (+29)
4% more capital invested
Capital invested by funds: $27.7B → $28.9B (+$1.23B)
6% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 156
1.22% less ownership
Funds ownership: 42.57% → 41.35% (-1.2%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
56% less call options, than puts
Call options by funds: $364M | Put options by funds: $832M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$117M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$107M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.6M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$55.5M |
| 5 |
AC
Addenda Capital
Montreal,
Quebec, Canada
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$356M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$342M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$336M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$207M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$107M |
BMO Hedge Fund Activity: Q4 2021 in Review
488 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2021, worth a combined $28.9B — up 4.4% from $27.7B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new BMO positions and 31 closed out — a net gain of 37 holders — while 146 added to existing stakes and 156 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Bank of Montreal, cutting an estimated $356M.
- 488 institutional investors held Bank of Montreal (BMO) as of Q4 2021, up from 459 in Q3 2021.
- Funds reported $28.9B of Bank of Montreal stock for Q4 2021, up 4.4% quarter-over-quarter.
- 68 funds opened new Bank of Montreal positions in Q4 2021 and 31 closed out, a net change of +37 holders.
- The largest Bank of Montreal buyer in Q4 2021 was Morgan Stanley, an estimated $117M added.
- The largest Bank of Montreal seller in Q4 2021 was Bank of Montreal, an estimated $356M sold.
Based on aggregated 13F filings for Q4 2021.