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Scotiabank

378 hedge funds and large institutions have $33.9B invested in Scotiabank in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 141 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $103M | Put options by funds: $95.8M

2% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 138

0.75% more ownership

Funds ownership: 48.67%49.41% (+0.75%)

6% less funds holding

Funds holding: 401378 (-23)

6% less capital invested

Capital invested by funds: $36.1B → $33.9B (-$2.23B)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

Holders
378
Holders Change
-23
Holders Change %
-5.74%
% of All Funds
8.65%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.92%
New
24
Increased
141
Reduced
138
Closed
43
Calls
$103M
Puts
$95.8M
Net Calls
+$7.39M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
-$215K -3,490 Closed
YMRC
402
Yorktown Management & Research Company
Virginia
-$204K -3,300 Closed
Chevy Chase Trust
403
Chevy Chase Trust
Maryland
-$201K -3,260 Closed
QCMC
404
Quantum Capital Management (California)
California
-$206K -3,125 Closed
RFWA
405
RPg Family Wealth Advisory
Massachusetts
-$55.3K -896 Closed
QT
406
Quantbot Technologies
New York
-$46K -761 Closed
SWP
407
Stratos Wealth Partners
Ohio
-$44K -711 Closed
MA
408
MUFG Americas
New York
-$36K -591 Closed
WB
409
Webster Bank
Connecticut
-$31K -500 Closed
WF
410
WealthTrust Fairport
Ohio
-$27K -444 Closed
AWM
411
Aevitas Wealth Management
Massachusetts
-$15K -245 Closed
CIP
412
Convergence Investment Partners
Florida
-$14K -230 Closed
APP
413
Avantax Planning Partners
Iowa
-$10K -159 Closed
CTC
414
Central Trust Company
Missouri
-$6K -100 Closed
WCM
415
Whitener Capital Management
North Carolina
-$6K -100 Closed
HDIM
416
Hanson & Doremus Investment Management
Vermont
-$5K -85 Closed
HMS
417
Hanseatic Management Services
New Mexico
-$2K -34 Closed
LA
418
Legacy Advisors
Pennsylvania
-$2K -29 Closed
VFA
419
Valeo Financial Advisors
Indiana
-$2K -27 Closed
IWM
420
IHT Wealth Management
Illinois
-$1K -15 Closed
PCG
421
Private Capital Group
Connecticut
-$783 -13 -72%
LWM
422
Lenox Wealth Management
Ohio
-$2K -11 Closed