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233 hedge funds and large institutions have $8.12B invested in Fortis in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $7.13B → $8.12B (+$989M)

3.23% more ownership

Funds ownership: 51.65%54.88% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 235233 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
89
Reduced
81
Closed
19
Calls
$4.57M
Puts
$2.58M
Net Calls
+$1.99M
Net Calls Change
-$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$59.8M -$3.29M -98,772 -5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$54.6M -$2.16M -64,900 -4%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.7M -$123M -3,690,623 -71%
Bank of America
29
Bank of America
North Carolina
$45.6M -$6.44M -193,337 -13%
WHRC
30
W.H. Reaves & Co
New Jersey
$43.4M
Citadel Advisors
31
Citadel Advisors
Florida
$42.5M +$12M +360,262 +42%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$40.8M +$815K +24,482 +2%
UBS AM
33
UBS AM
Illinois
$40.8M -$161K -4,827 -0.4%
Goldman Sachs
34
Goldman Sachs
New York
$37.9M +$7.3M +219,216 +26%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$36.9M +$318K +9,541 +0.9%
HAI
36
Hennessy Advisors Inc
California
$36.1M +$189K +5,675 +0.6%
Allianz Asset Management
37
Allianz Asset Management
Germany
$35.4M -$1.43M -43,016 -4%
MBI
38
Montrusco Bolton Investments
Quebec, Canada
$33.3M -$4.94M -148,254 -14%
CAM
39
Cidel Asset Management
Ontario, Canada
$33.1M +$642K +19,294 +2%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$30M -$3.29M -98,757 -10%
Principal Financial Group
41
Principal Financial Group
Iowa
$29.9M +$18.3M +550,545 +183%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.9M +$5.31M +159,600 +24%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$27.8M -$1.1M -32,938 -4%
NEI
44
Northwest & Ethical Investments
Ontario, Canada
$26.9M -$968K -29,080 -4%
SI
45
Sentry Investments
Ontario, Canada
$26.8M +$5.28M +158,600 +37%
Invesco
46
Invesco
Georgia
$26.5M +$159K +4,775 +0.6%
TIM
47
Thornburg Investment Management
New Mexico
$26.2M -$201K -6,035 -0.8%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$22.7M +$884K +26,547 +4%
CS
49
Credit Suisse
Switzerland
$20.6M +$2.43M +72,930 +14%
BlackRock
50
BlackRock
New York
$19.9M +$34.4K +1,032 +0.2%