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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
Allianz Asset Management
51
Allianz Asset Management
Germany
$18.9M +$643K +16,867 +4%
AII
52
AGF Investments Inc
Ontario, Canada
$15.9M -$6.99M -183,341 -30%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$14.9M -$591K -15,508 -4%
Goldman Sachs
54
Goldman Sachs
New York
$14.6M -$24.1M -632,941 -62%
BONST
55
Bank of Nova Scotia Trust
Ontario, Canada
$14.2M -$20.9K -549 -0.1%
Citadel Advisors
56
Citadel Advisors
Florida
$13.7M +$6.26M +164,039 +84%
AG
57
Aperio Group
California
$13.5M -$1.35M -35,411 -9%
IIM
58
Intact Investment Management
Quebec, Canada
$13.4M -$8.46M -221,900 -46%
TIM
59
Thornburg Investment Management
New Mexico
$13.4M -$4.24M -111,093 -24%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$13.2M +$146K +3,820 +1%
AT
61
AMF Tjänstepension
Sweden
$11.9M +$4.24M +111,279 +55%
HAI
62
Hennessy Advisors Inc
California
$10.3M +$76.3K +2,000 +0.7%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$10.3M +$518K +13,581 +5%
Citigroup
64
Citigroup
New York
$9.77M +$1.21M +31,836 +14%
Federated Hermes
65
Federated Hermes
Pennsylvania
$9.51M +$2.34M +61,397 +33%
ACI
66
AMP Capital Investors
Australia
$9.32M -$358K -9,374 -4%
APG Asset Management
67
APG Asset Management
Netherlands
$9.04M +$719K +18,865 +8%
FAF
68
Första AP-fonden
Sweden
$8.93M -$1.4M -36,600 -13%
MGIM
69
M&G Investment Management
United Kingdom
$8.84M -$1.47M -38,472 -14%
RCYC
70
Richard C. Young & Co
Rhode Island
$8.75M -$112K -2,948 -1%
RJA
71
Raymond James & Associates
Florida
$8.38M +$365K +9,572 +5%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$8.32M +$1.03M +27,000 +14%
Assenagon Asset Management
73
Assenagon Asset Management
Luxembourg
$8.08M +$4.76M +124,895 +143%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$7.26M -$82K -2,149 -1%
SO
75
STRS Ohio
Ohio
$6.99M -$9.14M -239,592 -56%