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Scotiabank

372 hedge funds and large institutions have $30.8B invested in Scotiabank in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 123 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

49% more call options, than puts

Call options by funds: $482M | Put options by funds: $323M

28% more capital invested

Capital invested by funds: $24.1B → $30.8B (+$6.71B)

18% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 104

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

12% more funds holding

Funds holding: 333372 (+39)

0.6% less ownership

Funds ownership: 47.55%46.95% (-0.6%)

Holders
372
Holders Change
+39
Holders Change %
+11.71%
% of All Funds
6.58%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.62%
New
73
Increased
123
Reduced
104
Closed
29
Calls
$482M
Puts
$323M
Net Calls
+$159M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$84K
PGAM
302
Princeton Global Asset Management
New Jersey
$65K +$11.9K +250 +26%
KBC Group
303
KBC Group
Belgium
$63K
CFGS
304
Concourse Financial Group Securities
Alabama
$62K +$54.3K +1,146 New
PMFA
305
Plante Moran Financial Advisors
Michigan
$61K
SPIA
306
Steward Partners Investment Advisory
New York
$57K -$26.7K -564 -35%
MGIM
307
M&G Investment Management
United Kingdom
$55.7K -$1.86M -39,240 -4%
SSB
308
Sandy Spring Bank
Maryland
$55K +$47.9K +1,010 New
FCM
309
Firestone Capital Management
Florida
$54K
Credit Agricole
310
Credit Agricole
France
$54K +$47.4K +1,000 +100,000%
GLLW
311
Graves Light Lenhart Wealth
Virginia
$54K +$47.4K +1,000 New
GWM
312
Geneos Wealth Management
Colorado
$51K -$26.7K -564 -41%
MCM
313
McMillion Capital Management
North Carolina
$45K +$39.8K +840 New
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K
WT
315
Washington Trust
Rhode Island
$43K
HPC
316
HM Payson & Co
Maine
$43K +$4.74K +100 +14%
CFA
317
Carroll Financial Associates
North Carolina
$40K
PB
318
Pinnacle Bancorp
Nebraska
$40K
LC
319
Lindbrook Capital
California
$38K -$2.84K -60 -8%
CA
320
Clearstead Advisors
Ohio
$36K +$23.7K +500 +286%
CT
321
Caldwell Trust
Florida
$34.7K -$6.16K -130 -17%
LJHT
322
Laurie J. Hall Trustee
$33K
FCH
323
Freestone Capital Holdings
Washington
$32.4K
ZB
324
Zions Bancorporation
Utah
$31K -$1.85K -39 -6%
LD
325
Lipe & Dalton
New York
$31K +$27.3K +575 New