We are live on ! Find out more
BNS icon

Scotiabank

325 hedge funds and large institutions have $23.8B invested in Scotiabank in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $233M | Put options by funds: $187M

1% less capital invested

Capital invested by funds: $24.1B → $23.8B (-$249M)

1.23% less ownership

Funds ownership: 49.02%47.78% (-1.2%)

6% less funds holding

Funds holding: 346325 (-21)

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

32% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 141

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

Holders
325
Holders Change
-21
Holders Change %
-6.07%
% of All Funds
6.66%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.62%
New
29
Increased
96
Reduced
141
Closed
46
Calls
$233M
Puts
$187M
Net Calls
+$45.5M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
226
Laurel Wealth Advisors (California)
California
$255K -$52.3K -1,310 -17%
JMFC
227
J.M. Forbes & Co
Massachusetts
$247K
Creative Planning
228
Creative Planning
Kansas
$245K -$363K -9,095 -61%
AAM
229
Advisors Asset Management
Colorado
$234K +$85.8K +2,148 +61%
BOPW
230
Brandywine Oak Private Wealth
Pennsylvania
$225K -$72.1K -1,806 -25%
ICM
231
IMS Capital Management
Oregon
$224K +$217K +5,433 New
CAM
232
Cresset Asset Management
Illinois
$221K +$214K +5,360 New
RI
233
Ridgewood Investments
New Jersey
$210K -$16K -400 -7%
OIA
234
OneDigital Investment Advisors
Kansas
$210K
BP
235
Ballentine Partners
Massachusetts
$210K +$203K +5,087 New
Truist Financial
236
Truist Financial
North Carolina
$207K +$200K +5,015 New
ONST
237
Old North State Trust
North Carolina
$201K +$195K +4,872 New
GT
238
Glenmede Trust
Pennsylvania
$192K -$18.2K -456 -9%
BEAM
239
Baker Ellis Asset Management
Washington
$173K -$12K -300 -7%
TCOV
240
Trust Company of Vermont
Vermont
$166K -$331K -8,297 -67%
M
241
Mirova
France
$161K -$4.27K -107 -3%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$144K
IRC
243
Investors Research Corp
Georgia
$144K
JAM
244
JCIC Asset Management
Ontario, Canada
$132K -$1.4K -35 -1%
QCG
245
Quadrant Capital Group
Ohio
$131K -$7.27K -182 -5%
SFS
246
Sowell Financial Services
Arkansas
$131K
BBHC
247
Brown Brothers Harriman & Co
New York
$128K -$3.63K -91 -3%
EWM
248
Endurance Wealth Management
Rhode Island
$125K
GWS
249
Glassman Wealth Services
Virginia
$119K +$1.36K +34 +1%
MRCM
250
M&R Capital Management
New Jersey
$117K

BNS Hedge Fund Activity: Q2 2020 in Review

325 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q2 2020, worth a combined $23.8B — down 1% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BNS and 29 opened new positions — a net loss of 17 holders — while 141 trimmed existing stakes and 96 added.

The largest buyer was Capital World Investors, adding an estimated $286M. The largest seller was Scotia Capital, exiting entirely with an estimated $398M sold.

  • 325 institutional investors held Scotiabank (BNS) as of Q2 2020, down from 346 in Q1 2020.
  • Funds reported $23.8B of Scotiabank stock for Q2 2020, down 1% quarter-over-quarter.
  • 29 funds opened new Scotiabank positions in Q2 2020 and 46 closed out, a net change of -17 holders.
  • The largest Scotiabank buyer in Q2 2020 was Capital World Investors, an estimated $286M added.
  • The largest Scotiabank seller in Q2 2020 was Scotia Capital, an estimated $398M sold.

Based on aggregated 13F filings for Q2 2020.