We are live on ! Find out more

257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$62.9M +$2.4M +62,928 +4%
DPIM
27
Duff & Phelps Investment Management
Illinois
$60.3M -$446K -11,700 -0.7%
BCIM
28
British Columbia Investment Management
British Columbia, Canada
$57.8M +$2.36M +61,846 +4%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$57.4M -$842K -22,083 -1%
CS
30
Credit Suisse
Switzerland
$56.7M -$214M -5,620,159 -79%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$54.5M -$35.5M -931,524 -39%
CAM
32
Cidel Asset Management
Ontario, Canada
$53.6M -$21M -550,404 -28%
Deutsche Bank
33
Deutsche Bank
Germany
$46.3M +$3.78M +99,069 +9%
First Trust Advisors
34
First Trust Advisors
Illinois
$46.2M +$2.24M +58,864 +5%
MBI
35
Montrusco Bolton Investments
Quebec, Canada
$43.9M -$38.3M -1,003,394 -48%
Bank of America
36
Bank of America
North Carolina
$43.3M -$9.59M -251,369 -18%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$41.1M +$3.68M +96,579 +10%
ZP
38
Zimmer Partners
New York
$37.5M +$20.9M +547,062 +125%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.3M +$21.6M +565,400 +166%
AC
40
Addenda Capital
Quebec, Canada
$33.3M -$3.36M -88,189 -9%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$31.1M +$988K +25,913 +3%
EPFB
42
Employees Provident Fund Board
Malaysia
$29.8M -$9.69M -254,161 -31%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.4M +$129K +3,371 +0.5%
PGH
44
Partners Group Holding
Switzerland
$27.4M -$5.38M -141,158 -16%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$24.5M -$749K -19,627 -3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$24.4M +$1.66M +43,471 +7%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$24.1M +$6.58M +172,473 +37%
Invesco
48
Invesco
Georgia
$22M -$16.7M -437,353 -43%
QI
49
QV Investors
Alberta, Canada
$19.5M -$23.9M -627,877 -55%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M -$1.55M -40,715 -8%