BMO
Bank of Montreal · Financial Services · Banks - Diversified
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +3.9% ·
netto nieuwe posities -6.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 6.44M | $1.07B | n/a | −1 |
| Q2 2026 | 115 | -2 | 279.72M | $50.20B | +4 | −7 |
| Q1 2026 | 120 | 0 | 274.28M | $37.21B | +7 | −8 |
| Q4 2025 | 120 | +2 | 289.77M | $37.67B | +3 | n/a |
| Q3 2025 | 15 | -2 | 63.09M | $8.24B | +1 | −4 |
| Q2 2025 | 15 | -1 | 56.55M | $6.28B | +1 | −2 |
| Q1 2025 | 13 | +2 | 16.78M | $1.61B | +3 | −1 |
| Q4 2024 | 11 | 0 | 17.49M | $1.70B | +1 | −1 |
| Q3 2024 | 10 | +2 | 17.18M | $1.55B | +2 | n/a |
| Q2 2024 | 8 | n/a | 13.10M | $1.10B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 32.19M | n/a | $3.57B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 2 | Norges Bank ✦ (passief) | 10.68M | +2.6% | $1.18B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 5.84M | +19.1% | $655.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 4.85M | n/a | $537.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | D. E. Shaw & Co. ✦ | 1.40M | +223.1% | $154.77M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 626.35K | +35.0% | $69.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 594.56K | n/a | $65.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Renaissance Technologies ✦ | 205.90K | +355.6% | $22.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 104.73K | -20.6% | $11.58M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 17.56K | +205.8% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | State Street Global Advisors ✦ (passief) | 11.53K | 0.0% | $1.28M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Capital World Investors ✦ | 9.75K | 0.0% | $1.08M | 0.0% | Held | 5 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 9.20K | Nieuw | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 6.58K | -25.3% | $728,167 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 2.35K | -95.0% | $259,682 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Arrowstreet Capital | $1.02M | 0.0% |
Verlaten
| Millennium Management | $22.81M | was 0.0% |
| Citadel Advisors | $6.76M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 632 houders, 323.62M aandelen, $43.04B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.