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Scotiabank

379 hedge funds and large institutions have $33.2B invested in Scotiabank in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

5% more funds holding

Funds holding: 362379 (+17)

0.02% less ownership

Funds ownership: 48.27%48.25% (-0.02%)

1% less capital invested

Capital invested by funds: $33.7B → $33.2B (-$430M)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

14% less call options, than puts

Call options by funds: $203M | Put options by funds: $236M

Holders
379
Holders Change
+17
Holders Change %
+4.7%
% of All Funds
7.47%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.83%
New
52
Increased
133
Reduced
119
Closed
27
Calls
$203M
Puts
$236M
Net Calls
-$33M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
QP
226
Quilter Plc
United Kingdom
$523K +$526K +9,250 New
MFG
227
Merit Financial Group
Georgia
$522K +$80.8K +1,421 +18%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$522K +$144K +2,538 +37%
MIM
229
Manitou Investment Management
Ontario, Canada
$508K +$8.52K +150 +2%
LWAC
230
Laurel Wealth Advisors (California)
California
$505K -$57 -1 -0%
OC
231
Oppenheimer & Co
New York
$503K +$10.2K +180 +2%
BIM
232
Bridgecreek Investment Management
Oklahoma
$497K
CWM
233
Cornerstone Wealth Management
Missouri
$493K -$16.9K -298 -3%
Creative Planning
234
Creative Planning
Kansas
$468K -$6.42K -113 -1%
BEAM
235
Baker Ellis Asset Management
Washington
$460K -$25.6K -450 -5%
OWD
236
Osborn Williams & Donohoe
Ohio
$435K
MMPW
237
Mitchell McLeod Pugh & Williams
Alabama
$432K
BCV
238
Banque Cantonale Vaudoise
Switzerland
$432K +$434K +7,643 New
ACM
239
AlphaStar Capital Management
North Carolina
$417K +$93.1K +1,639 +29%
BGCP
240
Bristol Gate Capital Partners
Ontario, Canada
$414K +$121K +2,125 +41%
TT
241
TI-Trust
Illinois
$412K +$415K +7,300 New
HTHT
242
Hemenway Trust Hemenway Trust
New Hampshire
$411K
FTIOP
243
Fiduciary Trust International of Pennsylvania
Pennsylvania
$407K
American Century Companies
244
American Century Companies
Missouri
$399K +$401K +7,061 New
NL
245
NWAM LLC
Washington
$368K +$6.25K +110 +2%
Jane Street
246
Jane Street
New York
$366K -$2.43M -42,680 -87%
CB
247
Community Bank
New York
$362K -$659K -11,600 -64%
RIA
248
Regal Investment Advisors
Michigan
$357K +$21.5K +378 +6%
M
249
Mirova
France
$350K +$87.1K +1,532 +33%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$343K -$8.69K -153 -2%

BNS Hedge Fund Activity: Q4 2019 in Review

379 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q4 2019, worth a combined $33.2B — down 1.3% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BNS positions and 27 closed out — a net gain of 25 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $212M. The largest seller was Citadel Advisors, cutting an estimated $237M.

  • 379 institutional investors held Scotiabank (BNS) as of Q4 2019, up from 362 in Q3 2019.
  • Funds reported $33.2B of Scotiabank stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 52 funds opened new Scotiabank positions in Q4 2019 and 27 closed out, a net change of +25 holders.
  • The largest Scotiabank buyer in Q4 2019 was Capital World Investors, an estimated $212M added.
  • The largest Scotiabank seller in Q4 2019 was Citadel Advisors, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2019.