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Fortis
266 hedge funds and large institutions have $9.57B invested in Fortis in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 101 increasing their positions, 92 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
10% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 92
3% more call options, than puts
Call options by funds: $62.4M | Put options by funds: $60.5M
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
0% less funds holding
Funds holding: 267 → 266 (-1)
0.86% less ownership
Funds ownership: 51.67% → 50.81% (-0.86%)
12% less capital invested
Capital invested by funds: $10.9B → $9.57B (-$1.34B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
266
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
101
Reduced
92
Closed
17
Calls
$62.4M
Puts
$60.5M
Net Calls
+$1.98M
Net Calls Change
-$21.7M
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$66.3M |
| 2 |
Goldman Sachs
New York
|
+$37.7M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$30.9M |
| 4 |
Amundi
Paris,
France
|
+$22.1M |
| 5 |
Two Sigma Advisers
New York
|
+$21.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
276
Genus Capital Management
Vancouver,
British Columbia, Canada
| – | -$508K | -11,770 | Closed |
|
|
FBC
277
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$389K | -9,024 | Closed |
|
|
WFI
278
West Family Investments
Carlsbad,
California
| – | -$306K | -7,096 | Closed |
|
279
Marshall Wace
London,
United Kingdom
| – | -$288K | -6,690 | Closed |
|
280
VOYA Investment Management
Atlanta,
Georgia
| – | -$283K | -6,556 | Closed |
|
281
Axa
Paris,
France
| – | -$153K | -3,552 | Closed |
|
|
AIM
282
Achmea Investment Management
Zeist,
Netherlands
| – | -$21K | -473 | Closed |
|
|
RI
283
Ridgewood Investments
Springfield,
New Jersey
| – | -$20K | -465 | Closed |
|
|
WP
284
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.94K | -45 | Closed |
|