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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
NEI
51
Northwest & Ethical Investments
Ontario, Canada
$23.8M +$871K +18,559 +4%
AT
52
AMF Tjänstepension
Sweden
$23.5M
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7M -$247K -5,269 -1%
CIPU
54
Caledonia Investments plc (UK)
United Kingdom
$21.4M +$20.3M +431,700 New
IIM
55
Intact Investment Management
Quebec, Canada
$17.4M -$12.4M -264,500 -48%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$17.2M +$230K +4,901 +1%
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$17.1M +$16.2M +345,500 New
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$16.3M -$390K -8,312 -2%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$15.4M -$420K -8,962 -3%
CGH
60
Crossmark Global Holdings
Texas
$15.1M +$97.3K +2,075 +0.7%
BCIM
61
British Columbia Investment Management
British Columbia, Canada
$14.7M -$1.87M -39,922 -12%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$14.1M +$134K +2,858 +1%
RCYC
63
Richard C. Young & Co
Rhode Island
$13.8M +$119K +2,539 +0.9%
Federated Hermes
64
Federated Hermes
Pennsylvania
$12.7M +$195K +4,161 +2%
Jane Street
65
Jane Street
New York
$12.7M +$4.06M +86,595 +51%
Massachusetts Financial Services
66
Massachusetts Financial Services
Massachusetts
$12.5M -$8.19M -174,548 -41%
PP
67
Prudential plc
United Kingdom
$11.7M -$936K -19,955 -8%
DekaBank Deutsche Girozentrale
68
DekaBank Deutsche Girozentrale
Germany
$10.7M -$4.13M -87,983 -29%
MBI
69
Montrusco Bolton Investments
Quebec, Canada
$10.7M -$463K -9,861 -4%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$10.5M +$2.45M +52,248 +33%
Aviva
71
Aviva
United Kingdom
$10.2M +$2.22M +47,272 +30%
GCAC
72
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.1M +$197K +4,197 +2%
UBS Group
73
UBS Group
Switzerland
$9.73M +$1.35M +28,821 +17%
FAF
74
Första AP-fonden
Sweden
$9.67M -$1.81M -38,500 -16%
BG
75
Bollard Group
Massachusetts
$9.56M +$486K +10,359 +6%

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.