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Scotiabank

362 hedge funds and large institutions have $33.7B invested in Scotiabank in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $31.5B → $33.7B (+$2.18B)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

2% more funds holding

Funds holding: 355362 (+7)

0% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 121

1.07% less ownership

Funds ownership: 49.34%48.27% (-1.1%)

26% less call options, than puts

Call options by funds: $501M | Put options by funds: $678M

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
7.94%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.01%
New
37
Increased
121
Reduced
121
Closed
28
Calls
$501M
Puts
$678M
Net Calls
-$177M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Lenox Wealth Management
Ohio
$6K +$1.88K +35 +50%
APA
352
American Portfolios Advisors
New York
$4.83K
TJHA
353
Thomas J. Herzfeld Advisors
Florida
$4K +$3.92K +73 New
LWA
354
Lenox Wealth Advisors
New York
$3K
THWM
355
Taylor Hoffman Wealth Management
Virginia
$3K
TCM
356
Tradewinds Capital Management
Washington
$3K
VNA
357
Valley National Advisers
Pennsylvania
$2K
AIC
358
Archer Investment Corporation
Indiana
$2K +$1.99K +37 New
AIS
359
Accurate Investment Solutions
Pennsylvania
$1K
AA
360
Advisory Alpha
Michigan
$898 +$859 +16 New
GT
361
Glenmede Trust
Pennsylvania
$266 -$9.88K -184 -4%
Mawer Investment Management
362
Mawer Investment Management
Alberta, Canada
-$211M -3,917,163 Closed
CWM
363
CIBC World Markets
New York
-$23M -327,505 Closed
MSV
364
MN Services Vermogensbeheer
Netherlands
-$11.4M -210,974 Closed
CBOA
365
Commonwealth Bank of Australia
Australia
-$10.6M -198,151 Closed
EFIC
366
Eliot Finkel Investment Counsel
California
-$2.64M -48,515 Closed
OSAM
367
O'Shaughnessy Asset Management
Connecticut
-$1.47M -27,404 -100%
SLAM
368
Swiss Life Asset Management
-$1.33M -24,700 Closed
MF
369
Magnetar Financial
Illinois
-$1.03M -18,939 Closed
ACM
370
AlphaCrest Capital Management
New York
-$1.02M -18,781 Closed
RG
371
Rikoon Group
New Mexico
-$591K -10,870 Closed
KAM
372
Kassirer Asset Management
Ontario, Canada
-$551K -10,143 Closed
UCFA
373
United Capital Financial Advisors
Texas
-$507K -9,328 Closed
ALAM
374
Asahi Life Asset Management
Japan
-$488K -9,060 Closed
C
375
Cerebellum
California
-$336K -6,189 Closed

BNS Hedge Fund Activity: Q3 2019 in Review

362 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q3 2019, worth a combined $33.7B — up 6.9% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BNS positions and 28 closed out — a net gain of 9 holders — while 121 added to existing stakes and 121 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $276M. The largest seller was Toronto Dominion Bank, cutting an estimated $1.2B.

  • 362 institutional investors held Scotiabank (BNS) as of Q3 2019, up from 355 in Q2 2019.
  • Funds reported $33.7B of Scotiabank stock for Q3 2019, up 6.9% quarter-over-quarter.
  • 37 funds opened new Scotiabank positions in Q3 2019 and 28 closed out, a net change of +9 holders.
  • The largest Scotiabank buyer in Q3 2019 was Bank of Montreal, an estimated $276M added.
  • The largest Scotiabank seller in Q3 2019 was Toronto Dominion Bank, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2019.