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Scotiabank

379 hedge funds and large institutions have $33.2B invested in Scotiabank in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

5% more funds holding

Funds holding: 362379 (+17)

0.02% less ownership

Funds ownership: 48.27%48.25% (-0.02%)

1% less capital invested

Capital invested by funds: $33.7B → $33.2B (-$430M)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

14% less call options, than puts

Call options by funds: $203M | Put options by funds: $236M

Holders
379
Holders Change
+17
Holders Change %
+4.7%
% of All Funds
7.47%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.83%
New
52
Increased
133
Reduced
119
Closed
27
Calls
$203M
Puts
$236M
Net Calls
-$33M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
GCC
26
Guardian Capital (Canada)
Ontario, Canada
$259M -$22.1M -389,121 -8%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$251M +$10.6M +186,651 +4%
JP Morgan Chase
28
JP Morgan Chase
New York
$234M +$13M +228,831 +6%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$226M +$82.9M +1,459,144 +57%
Franklin Resources
30
Franklin Resources
California
$215M -$10M -176,552 -4%
Capital World Investors
31
Capital World Investors
California
$211M +$212M +3,734,188 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201M -$4.75M -83,641 -2%
Goldman Sachs
33
Goldman Sachs
New York
$188M +$80.3M +1,413,526 +74%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$172M -$12.8M -225,996 -7%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$157M +$13.1M +229,801 +9%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$137M +$3.07M +53,992 +2%
Bank of America
37
Bank of America
North Carolina
$131M +$12.5M +220,729 +11%
IIM
38
Intact Investment Management
Quebec, Canada
$122M -$13.4M -235,400 -12%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M +$4.28M +75,400 +4%
BAM
40
Burgundy Asset Management
Ontario, Canada
$114M -$23.7M -416,903 -17%
QI
41
QV Investors
Alberta, Canada
$114M -$39.9M -702,139 -26%
SRAIM
42
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$113M +$1.67M +29,467 +1%
National Pension Service
43
National Pension Service
South Korea
$110M +$6.58M +115,845 +8%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$108M +$1.48M +26,076 +1%
Morgan Stanley
45
Morgan Stanley
New York
$105M +$21.6M +379,531 +26%
Deutsche Bank
46
Deutsche Bank
Germany
$103M +$20.8M +365,489 +25%
CS
47
Credit Suisse
Switzerland
$103M +$27.1M +476,602 +35%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$101M +$12.6M +222,498 +14%
CAM
49
Cidel Asset Management
Ontario, Canada
$101M +$11.2M +196,245 +12%
MBI
50
Montrusco Bolton Investments
Quebec, Canada
$100M +$18M +316,359 +22%

BNS Hedge Fund Activity: Q4 2019 in Review

379 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q4 2019, worth a combined $33.2B — down 1.3% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BNS positions and 27 closed out — a net gain of 25 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $212M. The largest seller was Citadel Advisors, cutting an estimated $237M.

  • 379 institutional investors held Scotiabank (BNS) as of Q4 2019, up from 362 in Q3 2019.
  • Funds reported $33.2B of Scotiabank stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 52 funds opened new Scotiabank positions in Q4 2019 and 27 closed out, a net change of +25 holders.
  • The largest Scotiabank buyer in Q4 2019 was Capital World Investors, an estimated $212M added.
  • The largest Scotiabank seller in Q4 2019 was Citadel Advisors, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2019.