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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
CQS
76
Credential Qtrade Securities
$40.2M +$6.55M +115,244 +19%
UBS Group
77
UBS Group
Switzerland
$39.7M +$15.8M +278,892 +66%
GCAC
78
Guardian Capital Advisors (Canada)
Ontario, Canada
$38.5M +$49.4K +870 +0.2%
AII
79
AGF Investments Inc
Ontario, Canada
$37.4M -$10.7M -189,081 -22%
PPA
80
Parametric Portfolio Associates
Washington
$35.2M +$3.64M +64,040 +11%
Wells Fargo
81
Wells Fargo
California
$33.4M +$426K +7,500 +1%
Citigroup
82
Citigroup
New York
$30.8M +$6.81M +119,868 +28%
NIM
83
Nexus Investment Management
Ontario, Canada
$29.1M -$1.06M -18,620 -3%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$28.7M +$5.82M +102,402 +25%
DWM
85
Dorchester Wealth Management
Quebec, Canada
$27M +$150K +2,645 +0.6%
Man Group
86
Man Group
United Kingdom
$27M -$709K -12,475 -3%
PAMU
87
Pictet Asset Management (UK)
United Kingdom
$25.9M -$983K -17,300 -4%
Barclays
88
Barclays
United Kingdom
$25.8M +$4.19M +73,812 +19%
NIPH
89
NN Investment Partners Holdings
Netherlands
$24.3M +$2.11M +37,088 +9%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$24.2M -$125K -2,200 -0.5%
Aviva
91
Aviva
United Kingdom
$24.2M -$304K -5,343 -1%
EPFB
92
Employees Provident Fund Board
Malaysia
$23.8M -$18.4M -324,348 -50%
BA
93
Bridgewater Associates
Connecticut
$23.3M -$255K -4,490 -1%
NWM
94
Nicola Wealth Management
British Columbia, Canada
$23M +$17.8M +313,500 New
Axa
95
Axa
France
$21.6M +$12.3M +216,627 +131%
EW
96
Evoke Wealth
California
$21.5M
IMPI
97
Ilmarinen Mutual Pension Insurance
Finland
$21.1M +$7.84M +138,000 +59%
ACI
98
AMP Capital Investors
Australia
$20.6M -$189K -3,327 -0.9%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$19.3M -$23.2M -407,514 -54%
Bessemer Group
100
Bessemer Group
New Jersey
$16.5M +$16.6M +291,483 New

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.