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Scotiabank

379 hedge funds and large institutions have $33.2B invested in Scotiabank in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

5% more funds holding

Funds holding: 362379 (+17)

0.02% less ownership

Funds ownership: 48.27%48.25% (-0.02%)

1% less capital invested

Capital invested by funds: $33.7B → $33.2B (-$430M)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

14% less call options, than puts

Call options by funds: $203M | Put options by funds: $236M

Holders
379
Holders Change
+17
Holders Change %
+4.7%
% of All Funds
7.47%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.83%
New
52
Increased
133
Reduced
119
Closed
27
Calls
$203M
Puts
$236M
Net Calls
-$33M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
351
TS Financial Group (TSFG)
Illinois
$10K
EARNEST Partners
352
EARNEST Partners
Georgia
$9K
WCG
353
Weaver Consulting Group
California
$9K
TJHA
354
Thomas J. Herzfeld Advisors
Florida
$9K +$5.34K +94 +129%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$8K
CHC
356
City Holding Co
West Virginia
$8K
LWM
357
Lenox Wealth Management
Ohio
$8K +$2.44K +43 +41%
AWM
358
Avior Wealth Management
Nebraska
$7K -$739 -13 -9%
BCA
359
Berman Capital Advisors
Georgia
$7K +$57 +1 +0.8%
AAP
360
Arax Advisory Partners
Colorado
$6K +$5.68K +100 New
SAM
361
S.A. Mason
Michigan
$6K +$5.68K +100 New
WCM
362
Wealthcare Capital Management
Virginia
$6K +$5.85K +103 New
FP
363
Financial Perspectives
Minnesota
$5.65K +$5.68K +100 New
RMAM
364
Raab & Moskowitz Asset Management
New Jersey
$5K +$5.06K +89 New
APA
365
American Portfolios Advisors
New York
$4.8K
WB
366
West Bancorporation
Iowa
$4K +$3.52K +62 New
TPWA
367
TRUE Private Wealth Advisors
Oregon
$4K +$4.21K +74 New
GI
368
Gradient Investments
Minnesota
$3K -$1.47M -25,937 -100%
LWA
369
Lenox Wealth Advisors
New York
$3K
THWM
370
Taylor Hoffman Wealth Management
Virginia
$3K
TCM
371
Tradewinds Capital Management
Washington
$3K
RCA
372
Ranch Capital Advisors
Florida
$3K +$2.73K +48 New
AIC
373
Archer Investment Corporation
Indiana
$2K
VNA
374
Valley National Advisers
Pennsylvania
$2K
AIS
375
Accurate Investment Solutions
Pennsylvania
$1K

BNS Hedge Fund Activity: Q4 2019 in Review

379 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q4 2019, worth a combined $33.2B — down 1.3% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BNS positions and 27 closed out — a net gain of 25 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $212M. The largest seller was Citadel Advisors, cutting an estimated $237M.

  • 379 institutional investors held Scotiabank (BNS) as of Q4 2019, up from 362 in Q3 2019.
  • Funds reported $33.2B of Scotiabank stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 52 funds opened new Scotiabank positions in Q4 2019 and 27 closed out, a net change of +25 holders.
  • The largest Scotiabank buyer in Q4 2019 was Capital World Investors, an estimated $212M added.
  • The largest Scotiabank seller in Q4 2019 was Citadel Advisors, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2019.