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Scotiabank

419 hedge funds and large institutions have $26.5B invested in Scotiabank in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $23.7B → $26.5B (+$2.77B)

1% more funds holding

Funds holding: 416419 (+3)

1.29% less ownership

Funds ownership: 46.89%45.6% (-1.3%)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

21% less call options, than puts

Call options by funds: $719M | Put options by funds: $911M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 173

Holders
419
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
6.74%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.43%
New
53
Increased
120
Reduced
173
Closed
41
Calls
$719M
Puts
$911M
Net Calls
-$193M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Addison Advisors
Vermont
$124K +$42.9K +871 +53%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$117K +$19K +385 +19%
HI
328
Harbour Investments
Wisconsin
$104K +$9.62K +195 +10%
MRCM
329
M&R Capital Management
New Jersey
$90.1K
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$89.3K
GRP
331
Global Retirement Partners
California
$86.3K +$65.4K +1,326 +304%
MIP
332
Mondrian Investment Partners
United Kingdom
$78K +$57.8K +1,172 New
DAM
333
Delta Asset Management
Tennessee
$73K +$73.5K +1,490 New
LC
334
Lindbrook Capital
California
$69.7K -$2.71K -55 -4%
AWM
335
Accel Wealth Management
Iowa
$65.4K
RFA
336
Register Financial Advisors
Georgia
$64.9K +$65.3K +1,324 New
HCP
337
Hexagon Capital Partners
Arkansas
$59.4K -$2.66K -54 -4%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$59.3K +$22.8K +462 +62%
UB
339
UMB Bank
Missouri
$57K
PMFA
340
Plante Moran Financial Advisors
Michigan
$55.7K
WT
341
Whittier Trust
California
$49K
BWA
342
BDO Wealth Advisors
Florida
$44.2K
AF
343
Advisornet Financial
Minnesota
$44.1K -$394 -8 -0.9%
BCM
344
Barometer Capital Management
Ontario, Canada
$43.4K -$631K -12,790 -93%
VLKIM
345
Van Lanschot Kempen Investment Management
Netherlands
$42.6K
GWS
346
Glassman Wealth Services
Virginia
$42.3K +$19.6K +398 +85%
SPIA
347
Steward Partners Investment Advisory
New York
$40.9K -$444 -9 -1%
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.2K
CA
349
Clearstead Advisors
Ohio
$36.7K
NA
350
NewEdge Advisors
Louisiana
$36.7K +$37K +750 New

BNS Hedge Fund Activity: Q4 2022 in Review

419 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q4 2022, worth a combined $26.5B — up 12% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BNS positions and 41 closed out — a net gain of 12 holders — while 120 added to existing stakes and 173 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $954M. The largest seller was Bank of America, cutting an estimated $528M.

  • 419 institutional investors held Scotiabank (BNS) as of Q4 2022, up from 416 in Q3 2022.
  • Funds reported $26.5B of Scotiabank stock for Q4 2022, up 12% quarter-over-quarter.
  • 53 funds opened new Scotiabank positions in Q4 2022 and 41 closed out, a net change of +12 holders.
  • The largest Scotiabank buyer in Q4 2022 was National Bank of Canada, an estimated $954M added.
  • The largest Scotiabank seller in Q4 2022 was Bank of America, an estimated $528M sold.

Based on aggregated 13F filings for Q4 2022.