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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
AAM
201
Advisors Asset Management
Colorado
$857K +$61.5K +1,248 +8%
API
202
Advisor Partners II
California
$834K -$3.11K -63 -0.4%
VIA
203
Vident Investment Advisory
Georgia
$831K +$86.7K +1,759 +12%
PFO
204
Pathstone Family Office
New Jersey
$822K +$254K +5,159 +34%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$821K +$248K +5,026 +43%
PA
206
Pinnacle Associates
New York
$781K
Osaic Holdings
207
Osaic Holdings
Arizona
$763K -$27.6K -559 -3%
AWM
208
AE Wealth Management
Kansas
$763K +$442K +8,967 +136%
RCM
209
Ravenstone Capital Management
$760K +$22.1K +449 +3%
Corient Private Wealth
210
Corient Private Wealth
Florida
$756K +$756K +15,327 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$747K -$86K -1,744 -10%
LOAMS
212
Lombard Odier Asset Management (Switzerland)
Switzerland
$743K +$229K +4,647 +71%
BWL
213
Bogart Wealth LLC
Virginia
$731K
BG
214
Bollard Group
Massachusetts
$718K -$941K -19,087 -57%
Bessemer Group
215
Bessemer Group
New Jersey
$712K -$19K -386 -3%
Squarepoint
216
Squarepoint
New York
$692K -$1.27M -25,843 -65%
CCIA
217
Campbell & Co Investment Adviser
Maryland
$689K -$3.49M -70,859 -83%
TYCC
218
Texas Yale Capital Corp
Florida
$675K -$50.5K -1,025 -7%
JMPWA
219
JP Morgan Private Wealth Advisors
California
$673K -$38.7K -785 -5%
EWA
220
Exencial Wealth Advisors
Oklahoma
$654K +$4.63K +94 +0.7%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$630K +$120K +2,440 +23%
S
222
SignatureFD
Georgia
$624K +$79.3K +1,609 +14%
BL
223
Balentine LLC
Georgia
$613K +$617K +12,522 New
FFM
224
Forum Financial Management
Illinois
$613K
QCM
225
Quantinno Capital Management
New York
$609K +$613K +12,431 New

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.