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274 hedge funds and large institutions have $11.8B invested in Fortis in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$319M)

1% more funds holding

Funds holding: 272274 (+2)

0.61% less ownership

Funds ownership: 50.67%50.07% (-0.61%)

48% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $57.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
107
Reduced
90
Closed
24
Calls
$29.7M
Puts
$57.2M
Net Calls
-$27.5M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
26
OMERS Administration Corp
Ontario, Canada
$95.8M +$24M +512,100 +36%
Morgan Stanley
27
Morgan Stanley
New York
$94M +$21M +448,642 +31%
GCC
28
Guardian Capital (Canada)
Ontario, Canada
$88M -$11.6M -246,510 -12%
Invesco
29
Invesco
Georgia
$81.3M +$9.24M +196,953 +14%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$74.1M +$2.09M +44,460 +3%
WHRC
31
W.H. Reaves & Co
New Jersey
$68.2M +$2.34M +49,925 +4%
First Trust Advisors
32
First Trust Advisors
Illinois
$65.3M -$1.31M -27,890 -2%
CS
33
Credit Suisse
Switzerland
$57.1M +$4.09M +87,140 +8%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$56.9M +$247K +5,276 +0.5%
DPIM
35
Duff & Phelps Investment Management
Illinois
$53.5M -$4.07M -86,810 -7%
VPI
36
Value Partners Investments
Manitoba, Canada
$50.3M -$11.7K -249 -0%
QI
37
QV Investors
Alberta, Canada
$48.8M -$1.79M -38,105 -4%
Bank of America
38
Bank of America
North Carolina
$45.4M +$8M +170,534 +23%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$45.1M
CAM
40
Cidel Asset Management
Ontario, Canada
$43.8M -$1.16M -24,721 -3%
PGH
41
Partners Group Holding
Switzerland
$35.6M -$66K -1,407 -0.2%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.5M +$2.55M +54,385 +8%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$33M +$4.7M +100,286 +18%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$28M -$217K -4,621 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.6M +$1.83M +39,042 +8%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$26.6M -$4.95M -105,612 -16%
Canada Life
47
Canada Life
Manitoba, Canada
$26.4M +$2.09M +44,659 +10%
Goldman Sachs
48
Goldman Sachs
New York
$26.2M +$7.31M +155,871 +42%
BlackRock
49
BlackRock
New York
$25.3M +$7.46M +159,068 +45%
Deutsche Bank
50
Deutsche Bank
Germany
$24.6M +$809K +17,252 +4%

FTS Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2022, worth a combined $11.8B — up 2.8% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTS positions and 24 closed out — a net gain of 6 holders — while 107 added to existing stakes and 90 trimmed.

The largest buyer was GQG Partners, adding an estimated $103M. The largest seller was Bank of Nova Scotia, cutting an estimated $99.7M.

  • 274 institutional investors held Fortis (FTS) as of Q1 2022, up from 272 in Q4 2021.
  • Funds reported $11.8B of Fortis stock for Q1 2022, up 2.8% quarter-over-quarter.
  • 30 funds opened new Fortis positions in Q1 2022 and 24 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2022 was GQG Partners, an estimated $103M added.
  • The largest Fortis seller in Q1 2022 was Bank of Nova Scotia, an estimated $99.7M sold.

Based on aggregated 13F filings for Q1 2022.