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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$60.5M +$6.13M +135,348 +11%
First Trust Advisors
27
First Trust Advisors
Illinois
$59.3M +$1.48M +32,722 +3%
WHRC
28
W.H. Reaves & Co
New Jersey
$58.9M -$2.46M -54,338 -4%
DPIM
29
Duff & Phelps Investment Management
Illinois
$52.8M
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$52.7M -$2.97M -65,585 -5%
QI
31
QV Investors
Alberta, Canada
$46.6M -$9.66M -213,323 -17%
CS
32
Credit Suisse
Switzerland
$45.3M -$75.6K -1,670 -0.2%
VPI
33
Value Partners Investments
Manitoba, Canada
$44.9M +$69.4K +1,533 +0.2%
Bank of America
34
Bank of America
North Carolina
$42.9M +$276K +6,101 +0.6%
CAM
35
Cidel Asset Management
Ontario, Canada
$40.7M -$414K -9,137 -1%
Deutsche Bank
36
Deutsche Bank
Germany
$34.3M -$4.06M -89,702 -10%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$33.3M -$8.37M -184,935 -20%
PGH
38
Partners Group Holding
Switzerland
$32.2M -$159K -3,502 -0.5%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$30.3M +$3.55M +78,493 +13%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.2M -$4.39M -97,000 -13%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$25.8M -$651K -14,386 -2%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.8M +$21M +463,660 +397%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$25.4M +$922K +20,373 +4%
QC
44
Quadrature Capital
United Kingdom
$23.5M +$2.21M +48,900 +10%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$22.2M
AT
46
AMF Tjänstepension
Sweden
$21M
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$21M +$648K +14,303 +3%
Canada Life
48
Canada Life
Manitoba, Canada
$20.6M -$1.76M -38,910 -8%
NEI
49
Northwest & Ethical Investments
Ontario, Canada
$20.4M +$17.3K +382 +0.1%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6M +$349K +7,717 +2%