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Scotiabank

399 hedge funds and large institutions have $28.1B invested in Scotiabank in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 139 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-16
Holders Change %
-3.86%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
46
Increased
138
Reduced
139
Closed
59
Calls
$653M
Puts
$832M
Net Calls
-$179M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
251
Baldwin Wealth Partners
Massachusetts
$342K
FWP
252
FAS Wealth Partners
Kansas
$335K +$50 +1 +0%
NGA
253
Naples Global Advisors
Florida
$332K +$7.55K +150 +2%
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$327K +$4.63K +92 +1%
E
255
Ergoteles
New York
$319K +$319K +6,334 New
MC
256
Moors & Cabot
Massachusetts
$314K
HTHT
257
Hemenway Trust Hemenway Trust
New Hampshire
$311K -$1.76K -35 -0.6%
JMFC
258
J.M. Forbes & Co
Massachusetts
$302K
T
259
TCWP
Ohio
$296K +$296K +5,886 New
CA
260
Cetera Advisors
Colorado
$294K -$193K -3,828 -40%
YIH
261
Y-Intercept (HK)
Hong Kong
$284K -$1.02M -20,181 -78%
PP
262
PDS Planning
Ohio
$280K +$280K +5,567 New
KCPG
263
Kavar Capital Partners Group
Kansas
$277K -$12.6K -250 -4%
NL
264
NWAM LLC
Washington
$273K +$25.8K +513 +10%
HWM
265
HB Wealth Management
Georgia
$269K +$11.3K +225 +4%
BIP
266
Blueprint Investment Partners
North Carolina
$268K +$268K +5,328 New
FAFN
267
First Affirmative Financial Network
Colorado
$254K +$254K +5,034 New
Massachusetts Financial Services
268
Massachusetts Financial Services
Massachusetts
$250K -$9.63M -191,202 -97%
MFG
269
Magnus Financial Group
New York
$248K -$655 -13 -0.3%
IWC
270
Integrated Wealth Concepts
Massachusetts
$247K +$247K +4,908 New
ACL
271
Applied Capital LLC
Florida
$246K
ONST
272
Old North State Trust
North Carolina
$245K
GT
273
Glenmede Trust
Pennsylvania
$244K -$152K -3,012 -38%
FOA
274
Five Oceans Advisors
California
$242K
PFO
275
Pathstone Family Office
New Jersey
$242K -$846K -15,737 -78%