The Bank of Nova Scotia (BNS) Bundle
Who Invests in The Bank of Nova Scotia (BNS) and Why?
Key Investor Types and Investment Profile
As of Q4 2023, the investor composition for this financial institution reveals the following breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 62.7% |
| Retail Investors | 23.5% |
| Hedge Funds | 8.9% |
| Insider Ownership | 4.9% |
Institutional Investor Breakdown
- Top institutional investors include Vanguard Group with 8.2% ownership
- BlackRock holds 7.5% of total shares
- Fidelity Management manages 5.3% of institutional investments
Investment Motivations
Key investment drivers include:
- Dividend yield of 6.8% as of 2024
- Price-to-earnings ratio of 10.2
- Market capitalization of $38.6 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 55.3% |
| Value Investing | 22.7% |
| Dividend Focus | 14.6% |
| Short-term Trading | 7.4% |
Institutional Ownership and Major Shareholders of The Bank of Nova Scotia (BNS)
Key Investor Types and Investment Profile
As of Q4 2023, the investor composition for this financial institution reveals the following breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 62.7% |
| Retail Investors | 23.5% |
| Hedge Funds | 8.9% |
| Insider Ownership | 4.9% |
Institutional Investor Breakdown
- Top institutional investors include Vanguard Group with 8.2% ownership
- BlackRock holds 7.5% of total shares
- Fidelity Management manages 5.3% of institutional investments
Investment Motivations
Key investment drivers include:
- Dividend yield of 6.8% as of 2024
- Price-to-earnings ratio of 10.2
- Market capitalization of $38.6 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 55.3% |
| Value Investing | 22.7% |
| Dividend Focus | 14.6% |
| Short-term Trading | 7.4% |
Key Investors and Their Influence on The Bank of Nova Scotia (BNS)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the bank stands at 67.3% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage (%) |
|---|---|---|
| The Vanguard Group | 89,345,672 | 8.2% |
| BlackRock Inc. | 76,234,521 | 7.1% |
| Fidelity Management & Research | 62,145,789 | 5.7% |
Recent institutional ownership changes reveal:
- Total institutional holdings increased by 3.4% in the last quarter
- Foreign institutional investors now hold 22.6% of total shares
- Domestic institutional investors account for 44.7% of shareholding
Institutional investor breakdown by type:
| Investor Type | Total Shares | Percentage (%) |
|---|---|---|
| Mutual Funds | 215,678,901 | 34.5% |
| Pension Funds | 156,234,567 | 25.0% |
| Investment Advisors | 98,765,432 | 15.8% |
Key institutional ownership metrics indicate a stable and concentrated shareholder base with significant institutional participation.
Market Impact and Investor Sentiment of The Bank of Nova Scotia (BNS)
Key Investors and Their Strategic Impact
The current investor landscape for the financial institution reveals significant institutional involvement and strategic positioning.
| Top Institutional Investors | Ownership Percentage | Shares Held |
|---|---|---|
| Vanguard Group Inc | 8.42% | 72,345,221 |
| BlackRock Inc | 7.93% | 68,154,337 |
| Royal Bank of Canada | 5.61% | 48,293,876 |
Notable Investor Movements
- Vanguard Group increased holdings by 2.3% in Q4 2023
- BlackRock maintained consistent investment strategy
- Dimensional Fund Advisors LP acquired 4.12% stake
Institutional Investment Breakdown
Institutional investors currently hold 63.5% of total outstanding shares, representing significant market influence.
| Investor Type | Percentage of Ownership |
|---|---|
| Mutual Funds | 28.7% |
| Pension Funds | 19.3% |
| Investment Advisors | 15.5% |
Recent Strategic Investments
- Total institutional investments in Q4 2023: $4.2 billion
- Average institutional investor holding: 1.4 million shares
- Foreign institutional ownership: 42.6%
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