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Fortis
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262 hedge funds and large institutions have $9.23B invested in Fortis in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.5M

7% more capital invested

Capital invested by funds: $8.63B → $9.23B (+$600M)

2.39% more ownership

Funds ownership: 53.58% → 55.96% (+2.4%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 262 → 262 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 95

Holders
262
Holders Change
–
Holders Change %
0%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
95
Reduced
95
Closed
24
Calls
$24.7M
Puts
$12.5M
Net Calls
+$12.2M
Net Calls Change
-$51.7M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$327M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$155M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$69.8M
4
CIA
ClearBridge Investments (Australia)
Australia
+$53.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$32.7M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$61M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.6M
3
Franklin Resources
Franklin Resources
California
-$50.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33.3M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
276
MHI Funds
New York
– -$19K -502 Closed
NWM
277
Northwest Wealth Management
Iowa
– -$18K -487 Closed
WTB
278
Washington Trust Bank
Washington
– -$15K -400 Closed
C
279
Cerebellum
California
– -$5K -105 Closed
SWM
280
SeaCrest Wealth Management
New York
– -$3K -70 Closed
SEI Investments
281
SEI Investments
Pennsylvania
– -$2K -54 Closed
LWA
282
Lenox Wealth Advisors
New York
– -$2K -48 Closed
HNB
283
Huntington National Bank
Ohio
– +$151 +4 New
BCMIO
284
Beacon Capital Management Inc (Ohio)
Ohio
– +$189 +5 New
CFA
285
Carroll Financial Associates
North Carolina
– +$529 +14 New
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