Bank of Montreal
BMO
487 hedge funds and large institutions have $28.3B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 139 reducing their positions, and 63 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 139
0.83% more ownership
Funds ownership: 44.46% → 45.3% (+0.83%)
4% less funds holding
Funds holding: 508 → 487 (-21)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
17% less capital invested
Capital invested by funds: $34.1B → $28.3B (-$5.73B)
21% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 63
30% less call options, than puts
Call options by funds: $340M | Put options by funds: $490M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$469M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$194M |
| 3 |
Goldman Sachs
New York
|
+$170M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$86.2M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$79.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$165M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$110M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$95.2M |
| 4 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$88.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$47.9M |
BMO Hedge Fund Activity: Q2 2022 in Review
487 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2022, worth a combined $28.3B — down 17% from $34.1B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of BMO and 50 opened new positions — a net loss of 13 holders — while 139 trimmed existing stakes and 169 added.
The largest buyer was Royal Bank of Canada, adding an estimated $469M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $165M.
- 487 institutional investors held Bank of Montreal (BMO) as of Q2 2022, down from 508 in Q1 2022.
- Funds reported $28.3B of Bank of Montreal stock for Q2 2022, down 17% quarter-over-quarter.
- 50 funds opened new Bank of Montreal positions in Q2 2022 and 63 closed out, a net change of -13 holders.
- The largest Bank of Montreal buyer in Q2 2022 was Royal Bank of Canada, an estimated $469M added.
- The largest Bank of Montreal seller in Q2 2022 was Canada Pension Plan Investment Board, an estimated $165M sold.
Based on aggregated 13F filings for Q2 2022.