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Scotiabank

400 hedge funds and large institutions have $28.9B invested in Scotiabank in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 170 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 105

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

10% more capital invested

Capital invested by funds: $26.3B → $28.9B (+$2.52B)

3% more funds holding

Funds holding: 389400 (+11)

0.99% more ownership

Funds ownership: 44.44%45.43% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less call options, than puts

Call options by funds: $562M | Put options by funds: $605M

Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.76%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
54
Increased
170
Reduced
105
Closed
41
Calls
$562M
Puts
$605M
Net Calls
-$42.5M
Net Calls Change
+$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.13B -$162M -3,385,727 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.57B -$115M -2,404,091 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.48B +$42.7M +891,157 +2%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.45B +$38.4M +800,791 +3%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.03B -$211M -4,402,078 -18%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$980M -$43.4M -906,132 -5%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$927M +$97M +2,024,520 +12%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$881M +$113M +2,361,136 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$754M +$104M +2,178,633 +18%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$746M +$47.3M +985,734 +7%
Norges Bank
11
Norges Bank
Norway
$745M +$47.6M +994,068 +7%
SC
12
Scotia Capital
Ontario, Canada
$734M +$37M +772,333 +6%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$660M -$20.2M -422,424 -3%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$548M +$83.3M +1,737,014 +20%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$512M +$58M +1,210,497 +14%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$388M +$194M +4,041,066 +117%
Legal & General Group
17
Legal & General Group
United Kingdom
$372M -$1.56M -32,625 -0.5%
Goldman Sachs
18
Goldman Sachs
New York
$347M +$149M +3,100,066 +86%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334M +$3.51M +73,244 +2%
Bank of America
20
Bank of America
North Carolina
$334M +$95.6M +1,994,804 +45%
Amundi
21
Amundi
France
$307M +$10.9M +227,759 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$298M +$746K +15,568 +0.3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$274M -$15.7M -328,269 -6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$252M +$10.8M +225,911 +5%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$230M +$2.91M +60,675 +1%

BNS Hedge Fund Activity: Q1 2024 in Review

400 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Scotiabank (BNS) for Q1 2024, worth a combined $28.9B — up 9.6% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BNS positions and 41 closed out — a net gain of 13 holders — while 170 added to existing stakes and 105 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $194M. The largest seller was Toronto Dominion Bank, cutting an estimated $211M.

  • 400 institutional investors held Scotiabank (BNS) as of Q1 2024, up from 389 in Q4 2023.
  • Funds reported $28.9B of Scotiabank stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 54 funds opened new Scotiabank positions in Q1 2024 and 41 closed out, a net change of +13 holders.
  • The largest Scotiabank buyer in Q1 2024 was Beutel, Goodman & Co, an estimated $194M added.
  • The largest Scotiabank seller in Q1 2024 was Toronto Dominion Bank, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2024.