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Scotiabank

362 hedge funds and large institutions have $33.7B invested in Scotiabank in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $31.5B → $33.7B (+$2.18B)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

2% more funds holding

Funds holding: 355362 (+7)

0% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 121

1.07% less ownership

Funds ownership: 49.34%48.27% (-1.1%)

26% less call options, than puts

Call options by funds: $501M | Put options by funds: $678M

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
7.94%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.01%
New
37
Increased
121
Reduced
121
Closed
28
Calls
$501M
Puts
$678M
Net Calls
-$177M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$513K +$37.8K +703 +8%
MC
227
Moors & Cabot
Massachusetts
$511K +$7.14K +133 +1%
LWAC
228
Laurel Wealth Advisors (California)
California
$509K +$4.35K +81 +0.9%
MIM
229
Manitou Investment Management
Ontario, Canada
$502K +$11.3K +210 +2%
BIM
230
Bridgecreek Investment Management
Oklahoma
$500K +$16.1K +300 +4%
OC
231
Oppenheimer & Co
New York
$496K +$469K +8,733 New
WF
232
Welch & Forbes
Massachusetts
$493K -$65.8K -1,225 -12%
BEAM
233
Baker Ellis Asset Management
Washington
$489K -$24.2K -450 -5%
Creative Planning
234
Creative Planning
Kansas
$477K -$21.5K -400 -5%
Principal Financial Group
235
Principal Financial Group
Iowa
$466K -$121M -2,260,118 -100%
RCM
236
Riverhead Capital Management
Delaware
$464K
LOAMS
237
Lombard Odier Asset Management (Switzerland)
Switzerland
$461K +$87.5K +1,630 +25%
GCA
238
Gideon Capital Advisors
New York
$457K +$432K +8,041 New
MFG
239
Merit Financial Group
Georgia
$445K +$12.1K +225 +3%
OWD
240
Osborn Williams & Donohoe
Ohio
$438K
MMPW
241
Mitchell McLeod Pugh & Williams
Alabama
$435K
MRCM
242
M&R Capital Management
New Jersey
$415K -$10.7K -200 -3%
GHCM
243
Glen Harbor Capital Management
California
$415K
HTHT
244
Hemenway Trust Hemenway Trust
New Hampshire
$413K -$2.69K -50 -0.7%
FTIOP
245
Fiduciary Trust International of Pennsylvania
Pennsylvania
$409K -$49.8K -927 -11%
LTFS
246
Ladenburg Thalmann Financial Services
Florida
$391K -$17.2K -321 -4%
SIC
247
Shoker Investment Counsel
Ohio
$374K -$2.15K -40 -0.6%
NL
248
NWAM LLC
Washington
$364K +$29.5K +550 +9%
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$354K +$51.4K +958 +18%
QI
250
QS Investors
New York
$347K -$107K -2,000 -25%

BNS Hedge Fund Activity: Q3 2019 in Review

362 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q3 2019, worth a combined $33.7B — up 6.9% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BNS positions and 28 closed out — a net gain of 9 holders — while 121 added to existing stakes and 121 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $276M. The largest seller was Toronto Dominion Bank, cutting an estimated $1.2B.

  • 362 institutional investors held Scotiabank (BNS) as of Q3 2019, up from 355 in Q2 2019.
  • Funds reported $33.7B of Scotiabank stock for Q3 2019, up 6.9% quarter-over-quarter.
  • 37 funds opened new Scotiabank positions in Q3 2019 and 28 closed out, a net change of +9 holders.
  • The largest Scotiabank buyer in Q3 2019 was Bank of Montreal, an estimated $276M added.
  • The largest Scotiabank seller in Q3 2019 was Toronto Dominion Bank, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2019.