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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$57.6M +$1.82M +50,500 +3%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.5M -$1.26M -34,959 -2%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$50.1M -$19.3M -534,500 -32%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$48.9M -$12.2M -338,632 -20%
Bank of America
30
Bank of America
North Carolina
$48.2M +$1.78M +49,286 +4%
WHRC
31
W.H. Reaves & Co
New Jersey
$44.2M
UBS AM
32
UBS AM
Illinois
$43.4M +$1.8M +49,919 +4%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$41.5M -$265K -7,352 -0.6%
DPIM
34
Duff & Phelps Investment Management
Illinois
$39.6M +$39.9M +1,106,990 New
Goldman Sachs
35
Goldman Sachs
New York
$37.8M -$681K -18,870 -2%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$36.4M -$1.3M -36,046 -3%
CAM
37
Cidel Asset Management
Ontario, Canada
$33.1M -$588K -16,310 -2%
Allianz Asset Management
38
Allianz Asset Management
Germany
$31.6M -$4.41M -122,360 -12%
Principal Financial Group
39
Principal Financial Group
Iowa
$30.9M +$503K +13,940 +2%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.6M -$858K -23,800 -3%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$28M -$2.61M -72,327 -8%
NEI
42
Northwest & Ethical Investments
Ontario, Canada
$27.4M -$118K -3,260 -0.4%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$26.7M +$3.65M +101,202 +16%
Diamond Hill Capital Management
44
Diamond Hill Capital Management
Ohio
$26.5M -$1.8M -49,920 -6%
TIM
45
Thornburg Investment Management
New Mexico
$26.2M -$423K -11,720 -2%
Invesco
46
Invesco
Georgia
$25.4M -$1.52M -42,131 -6%
SI
47
Sentry Investments
Ontario, Canada
$24.1M -$1.84M -51,100 -9%
UBS Group
48
UBS Group
Switzerland
$21.5M +$11.1M +307,779 +105%
BlackRock
49
BlackRock
New York
$20.3M +$66.4K +1,840 +0.3%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$20M +$4.66M +129,335 +30%