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Scotiabank
BNS

Overview Fund Activity

380 hedge funds and large institutions have $27.1B invested in Scotiabank in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-19
Holders Change %
-4.76%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
136
Reduced
132
Closed
51
Calls
$675M
Puts
$608M
Net Calls
+$67M
Net Calls Change
+$246M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$757M
2
MSE
MUFG Securities EMEA
United Kingdom
+$268M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$129M
4
NWM
Nicola Wealth Management
British Columbia, Canada
+$50.1M
5
Bank of America
Bank of America
North Carolina
+$47.2M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$257M
2
Fidelity International
Fidelity International
Bermuda
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$93.1M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$92.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$502K +$502K +10,032 New
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$501K +$40.3K +806 +9%
Vontobel Holding
228
Vontobel Holding
Switzerland
$492K -$1.9K -38 -0.4%
IC
229
IEQ Capital
California
$484K -$145K -2,891 -23%
CSS
230
Cubist Systematic Strategies
Connecticut
$478K +$478K +9,556 New
ECM
231
Evergreen Capital Management
Washington
$472K +$86.8K +1,734 +23%
FNT
232
First National Trust
Pennsylvania
$468K -$10K -200 -2%
William Blair & Company
233
William Blair & Company
Illinois
$445K -$5.25K -105 -1%
SWM
234
Silverlake Wealth Management
Vermont
$421K +$300 +6 +0.1%
SFA
235
Sequoia Financial Advisors
Ohio
$408K -$36.1K -721 -8%
FAFN
236
First Affirmative Financial Network
Colorado
$396K +$144K +2,879 +57%
JGUA
237
John G. Ullman & Associates
New York
$395K – – –
BRWA
238
B. Riley Wealth Advisors
Florida
$386K +$386K +7,720 New
CIA
239
Cohen Investment Advisors
New Hampshire
$384K +$9.76K +195 +3%
MMPW
240
Mitchell McLeod Pugh & Williams
Alabama
$383K – – –
BSC
241
Brown Shipley & Co
United Kingdom
$382K +$382K +7,635 New
RI
242
Ridgewood Investments
New Jersey
$375K – – –
PI
243
PineBridge Investments
New York
$363K +$363K +5,479 New
RWM
244
Ritholtz Wealth Management
New York
$361K -$3.25K -65 -0.9%
OPS
245
Orion Portfolio Solutions
Nebraska
$360K +$15.5K +309 +4%
BCI
246
Brinker Capital Investments
Pennsylvania
$360K +$15.5K +309 +4%
Cerity Partners
247
Cerity Partners
New York
$357K +$76K +1,519 +27%
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$342K – – –
BWP
249
Baldwin Wealth Partners
Massachusetts
$340K – – –
RJFSA
250
Raymond James Financial Services Advisors
Florida
$336K -$35.2K -703 -9%
8 9
10
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