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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
PB
351
Pinnacle Bancorp
Nebraska
$36K
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$34.3K
PGAM
353
Princeton Global Asset Management
New Jersey
$32K -$9.86K -200 -24%
SWM
354
Spire Wealth Management
Virginia
$32K -$345 -7 -1%
HPC
355
HM Payson & Co
Maine
$30.9K
PTC
356
Private Trust Company
Ohio
$30K
LJHT
357
Laurie J. Hall Trustee
$29K
LD
358
Lipe & Dalton
New York
$28K
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$27K +$6.56K +133 +32%
OWA
360
One Wealth Advisors
California
$26.4K +$26.5K +538 New
BFEC
361
Benjamin F. Edwards & Company
Missouri
$26K
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$26K +$19.8K +402 +302%
CTC
363
Central Trust Company
Missouri
$24.5K -$19.7K -400 -44%
NSIM
364
North Star Investment Management
Illinois
$24.5K
ZB
365
Zions Bancorporation
Utah
$22K -$1.08K -22 -5%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$21K
DMKJ
367
David M. Knott Jr
$20K
HBW
368
Hazlett, Burt & Watson
West Virginia
$20K
CSPIA
369
Cary Street Partners Investment Advisory
Virginia
$19.4K +$19.5K +396 New
CAL
370
Capital Analysts LLC
Pennsylvania
$19K +$296 +6 +2%
VWM
371
Valley Wealth Managers
New Jersey
$17.2K
BWM
372
BerganKDV Wealth Management
Minnesota
$16.9K +$3.06K +62 +22%
BTI
373
Blue Trust Inc
Georgia
$16K -$17.5K -354 -52%
ADL
374
Asset Dedication LLC
California
$16K -$16.3K -330 -50%
TCOV
375
Trust Company of Vermont
Vermont
$15.2K -$14.8K -300 -49%

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.