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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
JMFC
251
J.M. Forbes & Co
Massachusetts
$341K
RIA
252
Regal Investment Advisors
Michigan
$338K -$2.42K -45 -0.8%
SSG
253
Summit Securities Group
New York
$335K +$317K +5,900 New
ACM
254
AlphaStar Capital Management
North Carolina
$326K +$17.2K +321 +6%
Squarepoint
255
Squarepoint
New York
$319K +$302K +5,617 New
CA
256
Cetera Advisors
Colorado
$318K -$70.7K -1,317 -19%
William Blair & Company
257
William Blair & Company
Illinois
$316K -$16.1K -300 -5%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$308K +$2.74K +51 +0.9%
VF
259
Virtu Financial
New York
$298K -$1.26M -23,539 -82%
BGCP
260
Bristol Gate Capital Partners
Ontario, Canada
$296K -$29.7K -553 -10%
DIM
261
DC Investments Management
Virginia
$294K -$29.7K -554 -10%
OIA
262
OneDigital Investment Advisors
Kansas
$290K +$274K +5,100 New
ECM
263
Evergreen Capital Management
Washington
$285K -$17.9K -333 -6%
ONST
264
Old North State Trust
North Carolina
$277K -$60.6K -1,128 -19%
ODCM
265
Old Dominion Capital Management
Virginia
$274K
M
266
Mirova
France
$265K +$22.6K +421 +10%
LPL Financial
267
LPL Financial
California
$263K +$48.2K +897 +24%
FWCM
268
Ferguson Wellman Capital Management
Oregon
$259K -$8.33M -155,053 -97%
BOPW
269
Brandywine Oak Private Wealth
Pennsylvania
$259K -$57.3K -1,067 -19%
PA
270
Parallel Advisors
California
$259K +$103K +1,927 +73%
RMDI
271
R.M. Davis Inc
Maine
$250K -$14K -260 -6%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$249K +$26.4K +492 +13%
SPC
273
Sigma Planning Corp
Michigan
$248K -$13.3K -247 -5%
AAM
274
Advisors Asset Management
Colorado
$245K -$35.9K -668 -13%
CCA
275
Checchi Capital Advisers
California
$244K +$27K +503 +13%

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.