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Scotiabank

401 hedge funds and large institutions have $36.1B invested in Scotiabank in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $110M | Put options by funds: $58.8M

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

2% more funds holding in top 10

Funds holding in top 10: 4445 (+1)

2% more funds holding

Funds holding: 393401 (+8)

0.39% more ownership

Funds ownership: 48.28%48.67% (+0.39%)

4% less capital invested

Capital invested by funds: $37.6B → $36.1B (-$1.5B)

6% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 137

Holders
401
Holders Change
+8
Holders Change %
+2.04%
% of All Funds
9.19%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
1.03%
New
45
Increased
129
Reduced
137
Closed
35
Calls
$110M
Puts
$58.8M
Net Calls
+$51.3M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
One Capital Management
California
$324K +$16.2K +255 +5%
SPIA
277
Steward Partners Investment Advisory
New York
$315K +$324K +5,117 New
LSV Asset Management
278
LSV Asset Management
Illinois
$308K
ECM
279
Evergreen Capital Management
Washington
$291K +$299K +4,721 New
GT
280
Glenmede Trust
Pennsylvania
$290K
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$286K -$87.2K -1,376 -23%
AG
282
Advisor Group
Arizona
$277K -$313K -4,936 -52%
FWIA
283
Fort Washington Investment Advisors
Ohio
$263K
NERM
284
New England Research & Management
Illinois
$259K -$15.9K -250 -6%
ONB
285
Old National Bancorp
Indiana
$257K -$42.1K -664 -14%
MC
286
Miles Capital
Iowa
$256K -$1.58K -25 -0.6%
DHFB
287
Dixon Hubard Feinour & Brown
Virginia
$253K
MRCM
288
M&R Capital Management
New Jersey
$249K -$4.12K -65 -2%
NA
289
Neuburgh Advisers
California
$248K
Twin Tree Management
290
Twin Tree Management
Texas
$242K +$248K +3,916 New
FCI
291
Financial Counselors Inc
Kansas
$237K -$48.5K -765 -17%
ClearBridge Investments
292
ClearBridge Investments
New York
$236K +$57.1K +901 +31%
CT
293
Clearstead Trust
Maine
$234K +$218K +3,440 +956%
NL
294
NWAM LLC
Washington
$233K -$12.7K -200 -5%
GAM
295
Gotham Asset Management
New York
$229K -$3.42K -54 -1%
CG
296
Caprock Group
Idaho
$220K -$1.21K -19 -0.5%
MF
297
Magnetar Financial
Illinois
$217K -$2.25M -35,537 -91%
IRC
298
Investors Research Corp
Georgia
$216K
PNC
299
Park National Corp
Ohio
$216K
SM
300
Sciencast Management
New Jersey
$215K -$263K -4,145 -54%

BNS Hedge Fund Activity: Q1 2018 in Review

401 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q1 2018, worth a combined $36.1B — down 4% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BNS positions and 35 closed out — a net gain of 10 holders — while 129 added to existing stakes and 137 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $288M.

  • 401 institutional investors held Scotiabank (BNS) as of Q1 2018, up from 393 in Q4 2017.
  • Funds reported $36.1B of Scotiabank stock for Q1 2018, down 4% quarter-over-quarter.
  • 45 funds opened new Scotiabank positions in Q1 2018 and 35 closed out, a net change of +10 holders.
  • The largest Scotiabank buyer in Q1 2018 was Arrowstreet Capital, an estimated $167M added.
  • The largest Scotiabank seller in Q1 2018 was Fidelity Investments, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2018.