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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.99B +$20.2M +459,900 +0.5%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.51B -$364M -8,268,344 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B +$56.3M +1,279,934 +3%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.33B +$132M +2,987,483 +12%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.18B +$200M +4,548,023 +23%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$971M +$164M +3,731,541 +23%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$821M -$60M -1,363,070 -7%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$714M -$41.4M -940,744 -6%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$654M -$99.6M -2,262,113 -14%
SC
10
Scotia Capital
Ontario, Canada
$653M +$1.45M +32,952 +0.2%
Norges Bank
11
Norges Bank
Norway
$652M +$69.6M +1,581,840 +13%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$644M +$23.9M +542,398 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$603M +$58.4M +1,326,559 +12%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431M -$20.9M -473,983 -5%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$425M +$22M +498,727 +6%
Legal & General Group
16
Legal & General Group
United Kingdom
$353M +$3.2M +72,594 +1%
Morgan Stanley
17
Morgan Stanley
New York
$311M +$142M +3,223,487 +102%
JP Morgan Chase
18
JP Morgan Chase
New York
$280M +$9.75M +221,408 +4%
Amundi
19
Amundi
France
$279M +$1.99M +45,098 +0.9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$273M -$2.48M -56,380 -1%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230M -$5.71M -129,652 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$226M +$9.83M +223,261 +5%
Bank of America
23
Bank of America
North Carolina
$217M -$65.9M -1,496,791 -25%
LBA
24
Letko, Brosseau & Associates
Quebec, Canada
$214M +$7.52M +170,793 +4%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$183M -$11.8M -267,763 -7%