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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
IC
401
IEQ Capital
California
-$441K -9,663 Closed
SC
402
Syon Capital
California
-$406K -8,916 Closed
SPC
403
Sigma Planning Corp
Michigan
-$391K -8,584 Closed
KAS
404
Kestra Advisory Services
Texas
-$380K -8,338 Closed
JGUA
405
John G. Ullman & Associates
New York
-$360K -7,900 Closed
1IA
406
1620 Investment Advisors
Massachusetts
-$339K -7,432 Closed
BBA
407
Baader Bank Aktiengesellschaft
Germany
-$283K -7,017 Closed
SFA
408
Sequoia Financial Advisors
Ohio
-$296K -6,488 Closed
PWPS
409
Pinnacle Wealth Planning Services
Ohio
-$291K -6,384 Closed
CCA
410
Checchi Capital Advisers
California
-$274K -6,016 Closed
MWM
411
Mission Wealth Management
California
-$264K -5,800 Closed
MFS
412
Mirabella Financial Services
United Kingdom
-$249K -5,564 Closed
GW
413
GW & Wade
Massachusetts
-$225K -4,925 Closed
KPWS
414
Kestra Private Wealth Services
Texas
-$221K -4,852 Closed
NL
415
NWAM LLC
Washington
-$220K -4,830 Closed
HWM
416
HB Wealth Management
Georgia
-$213K -4,677 Closed
SOW
417
State of Wyoming
Wyoming
-$207K -4,600 Closed
Prudential Financial
418
Prudential Financial
New Jersey
-$201K -4,464 Closed
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
-$202K -4,433 Closed
QP
420
Quilter Plc
United Kingdom
-$2.94M -4,000 Closed
IG
421
ING Group
Netherlands
-$132K -2,895 Closed
MME
422
Meag Munich Ergo
Germany
-$114K -2,524 Closed
PMFA
423
Plante Moran Financial Advisors
Michigan
-$51.8K -1,137 Closed
BCV
424
Banque Cantonale Vaudoise
Switzerland
-$19K -420 Closed
ADL
425
Asset Dedication LLC
California
-$15K -331 Closed