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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
FRA
351
Front Row Advisors
California
$14.6K
EC
352
EdgeRock Capital
Colorado
$14K +$13.2K +299 New
GWM
353
Geneos Wealth Management
Colorado
$13.2K -$457K -10,379 -97%
RIL
354
Rothschild Investment LLC
Illinois
$12.2K +$11K +250 New
JWA
355
JFS Wealth Advisors
Pennsylvania
$11.8K +$1.28K +29 +14%
HGERS
356
Householder Group Estate & Retirement Specialist
Arizona
$11K
RG
357
Retirement Group
California
$10.3K
FWM
358
FSA Wealth Management
Massachusetts
$10K +$8.8K +200 New
WOC
359
West Oak Capital
California
$9K +$8.8K +200 New
BF
360
BOK Financial
Oklahoma
$8.37K
NS
361
NBC Securities
Alabama
$8K -$58K -1,318 -89%
AA
362
AlphaMark Advisors
Kentucky
$7K
NFSG
363
Newbridge Financial Services Group
Florida
$6.72K
LD
364
Lipe & Dalton
New York
$6K +$5.5K +125 New
CFO
365
CVA Family Office
Colorado
$5.6K +$5.06K +115 New
AF
366
Allworth Financial
California
$5.21K -$1.36K -31 -22%
FMTCOCP
367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
BIA
368
Bell Investment Advisors
California
$4.97K +$968 +22 +28%
FP
369
Financial Perspectives
Minnesota
$4.87K
NECFA
370
New England Capital Financial Advisors
Connecticut
$4.87K
CT
371
Caldwell Trust
Florida
$4.77K -$4.18K -95 -49%
MIA
372
MeadowBrook Investment Advisors
Michigan
$4.38K +$3.96K +90 New
CAS
373
Coppell Advisory Solutions
Texas
$4.33K
PCM
374
Penserra Capital Management
California
$4K
CIA
375
Cape Investment Advisory
Georgia
$3.46K +$3.13K +71 New