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Fortis
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Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$91.8M 2,158,027 -128,695 -6%
Morgan Stanley
27
Morgan Stanley
New York
$91.5M 2,151,386 -169,544 -7%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.8M 2,137,860 -118,386 -5%
Swiss National Bank
29
Swiss National Bank
Switzerland
$81.9M 1,929,082 -89,500 -4%
Invesco
30
Invesco
Georgia
$80.1M 1,882,726 +229,039 +14%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$75.4M 1,726,888 +43,570 +3%
First Trust Advisors
32
First Trust Advisors
Illinois
$74.1M 1,741,316 -61,539 -3%
CS
33
Credit Suisse
Switzerland
$61.5M 1,069,760 -170,071 -14%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$51M 1,200,549 -9,057 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
35
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$45.6M 1,072,593 +402,359 +60%
DPIM
36
Duff & Phelps Investment Management
Illinois
$41.7M 981,900 – –
BlackRock
37
BlackRock
New York
$40.5M 953,211 +32,659 +4%
QI
38
QV Investors
Alberta, Canada
$37.5M 884,232 -20,905 -2%
Aviva
39
Aviva
United Kingdom
$35.3M 831,617 +277,074 +50%
GC
40
Guardian Capital
Ontario, Canada
$34.7M 818,435 -6,145 -0.7%
CAM
41
Cidel Asset Management
Ontario, Canada
$33.6M 791,734 +1,833 +0.2%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$30M 706,137 +22,924 +3%
MSRPS
43
Maryland State Retirement & Pension System
Maryland
$28.5M 670,332 +504,528 +304%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$26.1M 613,236 +6,027 +1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M 552,263 +47,502 +9%
Deutsche Bank
46
Deutsche Bank
Germany
$23.2M 545,415 -7,331 -1%
TPM
47
Triasima Portfolio Management
Quebec, Canada
$22.2M 522,575 +522,575 New
Canada Life
48
Canada Life
Manitoba, Canada
$20.9M 492,023 +25,729 +6%
CIPU
49
Caledonia Investments plc (UK)
United Kingdom
$18.3M 431,700 – –
PGH
50
Partners Group Holding
Switzerland
$18.2M 425,247 -196,543 -32%
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