We are live on ! Find out more
BNS icon

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
FP
401
Financial Perspectives
Minnesota
$4.9K
MWM
402
Mascoma Wealth Management
New Hampshire
$4.9K +$493 +10 +11%
ASN
403
Advisory Services Network
Georgia
$4.6K +$4.63K +94 New
CAS
404
Coppell Advisory Solutions
Texas
$4.36K +$4.39K +89 New
CASC
405
Coppell Advisory Solutions Corp
Texas
$4.36K +$4.39K +89 New
JWA
406
JFS Wealth Advisors
Pennsylvania
$4.26K +$986 +20 +30%
BIA
407
Bell Investment Advisors
California
$4.21K
FMP
408
Financial Management Professionals
Texas
$4K +$1.87K +38 +81%
MCC
409
Money Concepts Capital
Florida
$3.77K
PPWM
410
PFG Private Wealth Management
Florida
$3K
PCM
411
Penserra Capital Management
California
$3K +$3.16K +64 New
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$2K -$4.93K -100 -67%
EWM
413
Endurance Wealth Management
Rhode Island
$2K
IHWM
414
Iron Horse Wealth Management
Iowa
$2K +$2.22K +45 New
AIC
415
Archer Investment Corporation
Indiana
$1.81K
SWA
416
SOA Wealth Advisors
New York
$1.23K
GTCM
417
Gyon Technologies Capital Management
New Jersey
$637 +$641 +13 New
DF
418
DecisionPoint Financial
Arizona
$441 +$444 +9 New
CMP
419
Coston McIsaac & Partners
Maine
$9
Capital World Investors
420
Capital World Investors
California
-$176M -3,703,653 Closed
M
421
Murchinson
Ontario, Canada
-$149M -2,271,332 Closed
QI
422
QV Investors
Alberta, Canada
-$28.8M -601,921 Closed
SFI
423
Susquehanna Fundamental Investments
Pennsylvania
-$9.76M -205,200 Closed
VOYA Investment Management
424
VOYA Investment Management
Georgia
-$8.32M -174,065 Closed
Twin Tree Management
425
Twin Tree Management
Texas
-$7.89M -159,928 Closed

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.