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Scotiabank

375 hedge funds and large institutions have $35.6B invested in Scotiabank in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $114M | Put options by funds: $102M

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

5% more capital invested

Capital invested by funds: $33.9B → $35.6B (+$1.71B)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

1% less funds holding

Funds holding: 378375 (-3)

1.18% less ownership

Funds ownership: 49.41%48.23% (-1.2%)

12% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 142

Holders
375
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
8.57%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.98%
New
42
Increased
125
Reduced
142
Closed
42
Calls
$114M
Puts
$102M
Net Calls
+$11.9M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
301
Security National Trust
West Virginia
$75K
PG
302
Patten Group
Tennessee
$72K
GWM
303
Geneos Wealth Management
Colorado
$70K -$2.86K -49 -4%
PMFA
304
Plante Moran Financial Advisors
Michigan
$68K
LJHT
305
Laurie J. Hall Trustee
$66K
SF
306
Synovus Financial
Georgia
$66K
TPWA
307
TRUE Private Wealth Advisors
Oregon
$60.7K +$59.5K +1,018 New
RWA
308
River Wealth Advisors
Pennsylvania
$55K -$21.3K -365 -28%
WT
309
Whittier Trust
California
$48K
CFA
310
Carroll Financial Associates
North Carolina
$44K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$42K
HWM
312
Holloway Wealth Management
Florida
$37K
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$36K
CG
314
Cutler Group
California
$35K -$11.7K -200 -25%
RFM
315
Royal Fund Management
Florida
$35K
LIA
316
LS Investment Advisors
Michigan
$32K
AC
317
Avestar Capital
New York
$30K +$23.1K +395 +311%
DAM
318
Delta Asset Management
Tennessee
$29K +$15.5K +265 +123%
BWA
319
Burt Wealth Advisors
Maryland
$28K
WTB
320
Washington Trust Bank
Washington
$27K -$23.4K -400 -47%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.93K -33 -7%
LFA
322
Legacy Financial Advisors
Kentucky
$26K -$119K -2,038 -82%
AF
323
Advisornet Financial
Minnesota
$24K
DMK
324
David M. Knott
$24K
SBL
325
Sargent Bickham Lagudis
Colorado
$24K