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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
Millennium Management
251
Millennium Management
New York
$342K -$6.94M -122,134 -95%
JMFC
252
J.M. Forbes & Co
Massachusetts
$339K
PP
253
Paloma Partners
Connecticut
$339K +$341K +6,000 New
WF
254
Welch & Forbes
Massachusetts
$332K -$159K -2,800 -32%
SIC
255
Shoker Investment Counsel
Ohio
$322K -$49.7K -874 -13%
1WA
256
180 Wealth Advisors
Washington
$322K +$330K +5,811 New
WCM
257
Weld Capital Management
New York
$314K -$198K -3,477 -38%
William Blair & Company
258
William Blair & Company
Illinois
$314K
CA
259
Cetera Advisors
Colorado
$311K -$3.92K -69 -1%
CIG
260
Cairn Investment Group
Washington
$310K +$312K +5,490 New
LPL Financial
261
LPL Financial
California
$299K +$37.6K +662 +14%
ECM
262
Evergreen Capital Management
Washington
$298K +$15K +264 +5%
DIM
263
DC Investments Management
Virginia
$296K +$3.52K +62 +1%
GC
264
Guggenheim Capital
Illinois
$293K +$58.1K +1,023 +25%
GT
265
Glenmede Trust
Pennsylvania
$289K +$25.7K +452 +10%
OIA
266
OneDigital Investment Advisors
Kansas
$288K
ONST
267
Old North State Trust
North Carolina
$275K
ODCM
268
Old Dominion Capital Management
Virginia
$272K
PA
269
Parallel Advisors
California
$270K +$12.7K +223 +5%
BOPW
270
Brandywine Oak Private Wealth
Pennsylvania
$263K +$5.51K +97 +2%
CCA
271
Checchi Capital Advisers
California
$256K +$14.6K +257 +6%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$250K +$3.41K +60 +1%
BAM
273
Blueshift Asset Management
New Jersey
$242K +$244K +4,289 New
BBHC
274
Brown Brothers Harriman & Co
New York
$237K
CIA
275
Capital Investment Advisors
Georgia
$236K

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.