We are live on ! Find out more
BNS icon

Scotiabank

400 hedge funds and large institutions have $28.9B invested in Scotiabank in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 170 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 105

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

10% more capital invested

Capital invested by funds: $26.3B → $28.9B (+$2.52B)

3% more funds holding

Funds holding: 389400 (+11)

0.99% more ownership

Funds ownership: 44.44%45.43% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less call options, than puts

Call options by funds: $562M | Put options by funds: $605M

Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.76%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
54
Increased
170
Reduced
105
Closed
41
Calls
$562M
Puts
$605M
Net Calls
-$42.5M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T
301
TOBAM
France
$214K +$65.7K +1,371 +50%
FOA
302
Five Oceans Advisors
California
$213K +$144 +3 +0.1%
KCPG
303
Kavar Capital Partners Group
Kansas
$211K -$210K -4,375 -52%
First Manhattan
304
First Manhattan
New York
$207K
EBT
305
Enterprise Bank & Trust
Massachusetts
$206K +$191K +3,977 New
WFI
306
West Family Investments
California
$203K +$188K +3,922 New
CCA
307
Checchi Capital Advisers
California
$203K +$188K +3,912 New
ACA
308
Affinity Capital Advisors
California
$201K +$186K +3,875 New
JPWM
309
Jamison Private Wealth Management
Georgia
$195K
SSG
310
Summit Securities Group
New York
$186K -$57.5K -1,200 -25%
IRC
311
Investors Research Corp
Georgia
$181K +$33.6K +700 +25%
JWM
312
Janiczek Wealth Management
Colorado
$177K
LC
313
Lindbrook Capital
California
$171K +$75K +1,565 +90%
LSV Asset Management
314
LSV Asset Management
Illinois
$171K
AA
315
Addison Advisors
Vermont
$153K +$431 +9 +0.3%
Macquarie Group
316
Macquarie Group
Australia
$149K +$138K +2,873 New
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$143K -$30.8K -643 -19%
IAIM
318
International Assets Investment Management
Florida
$133K +$14.4K +300 +0.6%
HI
319
Harbour Investments
Wisconsin
$128K -$4.79K -100 -4%
QCG
320
Quadrant Capital Group
Ohio
$126K +$19.5K +407 +20%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$126K +$116K +2,426 New
CFGS
322
Concourse Financial Group Securities
Alabama
$125K -$42.9K -895 -27%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$109K -$64.2K -1,340 -39%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$104K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$101K +$95.9K +2,001 New

BNS Hedge Fund Activity: Q1 2024 in Review

400 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q1 2024, worth a combined $28.9B — up 9.6% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BNS positions and 41 closed out — a net gain of 13 holders — while 170 added to existing stakes and 105 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $194M. The largest seller was Toronto Dominion Bank, cutting an estimated $211M.

  • 400 institutional investors held Scotiabank (BNS) as of Q1 2024, up from 389 in Q4 2023.
  • Funds reported $28.9B of Scotiabank stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 54 funds opened new Scotiabank positions in Q1 2024 and 41 closed out, a net change of +13 holders.
  • The largest Scotiabank buyer in Q1 2024 was Beutel, Goodman & Co, an estimated $194M added.
  • The largest Scotiabank seller in Q1 2024 was Toronto Dominion Bank, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2024.