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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
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$41.8K +$15.8K +358 +72%
EWA
327
EverSource Wealth Advisors
Alabama
$38.7K -$5.5K -125 -14%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$36.1K +$484 +11 +2%
PB
329
Pinnacle Bancorp
Nebraska
$35.8K
UB
330
UMB Bank
Missouri
$34.1K -$20.3K -462 -40%
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$34.1K
NSIM
332
North Star Investment Management
Illinois
$34.1K
SPIA
333
Steward Partners Investment Advisory
New York
$33.4K -$8.8K -200 -23%
PGAM
334
Princeton Global Asset Management
New Jersey
$31.6K
PTC
335
Private Trust Company
Ohio
$30.3K
SWM
336
Spire Wealth Management
Virginia
$30K
GWS
337
Glassman Wealth Services
Virginia
$29.5K -$19.8K -449 -43%
LJHT
338
Laurie J. Hall Trustee
$29K
BFEC
339
Benjamin F. Edwards & Company
Missouri
$26K
CTC
340
Central Trust Company
Missouri
$24.3K
CMP
341
Coston McIsaac & Partners
Maine
$24K
HBW
342
Hazlett, Burt & Watson
West Virginia
$20K
CAL
343
Capital Analysts LLC
Pennsylvania
$20K +$308 +7 +2%
AAG
344
Armstrong Advisory Group
Massachusetts
$19.5K
GRP
345
Global Retirement Partners
California
$18.2K -$17.3K -392 -50%
ZB
346
Zions Bancorporation
Utah
$18K +$1.1K +25 +7%
TFIPS
347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K +$16.3K +370 New
BFPW
348
BOK Financial Private Wealth
Colorado
$16.8K +$15.2K +345 New
BGAI
349
Bruce G. Allen Investments
Colorado
$16.7K +$15.1K +343 New
Optiver Holding
350
Optiver Holding
Netherlands
$16.4K +$14.8K +337 New

BNS Hedge Fund Activity: Q4 2023 in Review

389 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q4 2023, worth a combined $26.3B — up 7.9% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BNS positions and 44 closed out — a net gain of 2 holders — while 131 added to existing stakes and 154 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $200M. The largest seller was Bank of Montreal, cutting an estimated $364M.

  • 389 institutional investors held Scotiabank (BNS) as of Q4 2023, down from 393 in Q3 2023.
  • Funds reported $26.3B of Scotiabank stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 46 funds opened new Scotiabank positions in Q4 2023 and 44 closed out, a net change of +2 holders.
  • The largest Scotiabank buyer in Q4 2023 was Toronto Dominion Bank, an estimated $200M added.
  • The largest Scotiabank seller in Q4 2023 was Bank of Montreal, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2023.