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Scotiabank

380 hedge funds and large institutions have $27.1B invested in Scotiabank in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-19
Holders Change %
-4.76%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
136
Reduced
132
Closed
51
Calls
$675M
Puts
$608M
Net Calls
+$67M
Net Calls Change
+$246M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
Clearstead Advisors
Ohio
$37.5K
PB
327
Pinnacle Bancorp
Nebraska
$36.8K
JGIA
328
Jackson Grant Investment Advisers
Connecticut
$35K
NSIM
329
North Star Investment Management
Illinois
$35K +$10K +200 +40%
PGAM
330
Princeton Global Asset Management
New Jersey
$32.5K
SWM
331
Spire Wealth Management
Virginia
$32.5K
HPC
332
HM Payson & Co
Maine
$31.5K
PTC
333
Private Trust Company
Ohio
$31.2K
LJHT
334
Laurie J. Hall Trustee
$31K
FFA
335
Farther Finance Advisors
California
$27.8K
BFEC
336
Benjamin F. Edwards & Company
Missouri
$26K
CTC
337
Central Trust Company
Missouri
$25K
CMP
338
Coston McIsaac & Partners
Maine
$25K
BTI
339
Blue Trust Inc
Georgia
$21K -$354 -7 -2%
BCV
340
Banque Cantonale Vaudoise
Switzerland
$21K
AAG
341
Armstrong Advisory Group
Massachusetts
$20K
HBW
342
Hazlett, Burt & Watson
West Virginia
$20K
CAL
343
Capital Analysts LLC
Pennsylvania
$20K +$303 +6 +2%
EWA
344
EverSource Wealth Advisors
Alabama
$19.5K +$4.3K +86 +28%
BWM
345
BerganKDV Wealth Management
Minnesota
$18.6K +$300 +6 +2%
WIM
346
WealthPlan Investment Management
Nebraska
$17.8K +$17.8K +355 New
ADL
347
Asset Dedication LLC
California
$17K
ZB
348
Zions Bancorporation
Utah
$16.9K -$4.2K -84 -20%
JWA
349
JFS Wealth Advisors
Pennsylvania
$16.6K +$3.2K +64 +24%
EWM
350
Endurance Wealth Management
Rhode Island
$15K -$12.8K -250 -46%