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Scotiabank

389 hedge funds and large institutions have $26.3B invested in Scotiabank in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $24.4B → $26.3B (+$1.92B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.01% less ownership

Funds ownership: 44.45%44.44% (-0.01%)

1% less funds holding

Funds holding: 393389 (-4)

15% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 154

15% less call options, than puts

Call options by funds: $514M | Put options by funds: $608M

Holders
389
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.34%
New
46
Increased
131
Reduced
154
Closed
44
Calls
$514M
Puts
$608M
Net Calls
-$93.4M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$168K -$8.89K -202 -6%
JWM
302
Janiczek Wealth Management
Colorado
$166K -$18.1K -412 -11%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$166K +$35.2K +800 +31%
LSV Asset Management
304
LSV Asset Management
Illinois
$161K
CFGS
305
Concourse Financial Group Securities
Alabama
$161K -$37.4K -850 -20%
BBHC
306
Brown Brothers Harriman & Co
New York
$160K -$15K -340 -9%
SG Americas Securities
307
SG Americas Securities
New York
$150K -$541K -12,290 -80%
AA
308
Addison Advisors
Vermont
$144K +$61K +1,385 +89%
IRC
309
Investors Research Corp
Georgia
$136K -$30.8K -700 -20%
T
310
TOBAM
France
$135K +$8.67K +197 +8%
JAM
311
JCIC Asset Management
Ontario, Canada
$129K +$3.17K +72 +3%
HI
312
Harbour Investments
Wisconsin
$125K +$1.1K +25 +1%
IAIM
313
International Assets Investment Management
Florida
$115K
PA
314
Parallel Advisors
California
$107K -$27.3K -621 -22%
QCG
315
Quadrant Capital Group
Ohio
$98.6K -$7.48K -170 -8%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$97.4K -$16.9K -385 -16%
MIP
317
Mondrian Investment Partners
United Kingdom
$86.4K +$792 +18 +1%
LC
318
Lindbrook Capital
California
$85K -$36.5K -829 -32%
DAM
319
Delta Asset Management
Tennessee
$83.5K
TF
320
Tompkins Financial
New York
$63.3K -$132K -3,000 -70%
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$55.3K -$142K -3,217 -74%
TRCT
322
Tower Research Capital (TRC)
New York
$53.3K -$381K -8,655 -89%
CA
323
Clearstead Advisors
Ohio
$48.7K -$22K -500 -33%
WT
324
Whittier Trust
California
$48.7K
FFA
325
Farther Finance Advisors
California
$46.2K +$15.9K +361 +61%