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235 hedge funds and large institutions have $7.13B invested in Fortis in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $4.5M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $6.35B → $7.13B (+$783M)

6% more funds holding

Funds holding: 221235 (+14)

0.32% more ownership

Funds ownership: 51.33%51.65% (+0.32%)

10% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 90

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
36
Increased
81
Reduced
90
Closed
19
Calls
$14.5M
Puts
$4.5M
Net Calls
+$10M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
76
Hillsdale Investment Management
Ontario, Canada
$5.96M -$1.5M -47,100 -21%
Northern Trust
77
Northern Trust
Illinois
$5.41M +$4.25M +133,145 +445%
BG
78
Bollard Group
Massachusetts
$5.17M +$685K +21,446 +16%
Citigroup
79
Citigroup
New York
$5.12M -$1.67M -52,170 -25%
Wells Fargo
80
Wells Fargo
California
$4.87M +$2.92M +91,356 +164%
CCM
81
Copeland Capital Management
Pennsylvania
$4.87M -$496K -15,522 -9%
GC
82
Guggenheim Capital
Illinois
$4.47M +$3.57M +111,924 +491%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$4.33M +$37K +1,160 +0.9%
OTPPB
84
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.28M +$884K +27,684 +27%
RA
85
Royce & Associates
New York
$4.09M
GIBU
86
Gulf International Bank (UK)
United Kingdom
$4.08M +$44.7K +1,400 +1%
HAM
87
Highstreet Asset Management
Ontario, Canada
$4.05M +$211K +6,604 +6%
DR
88
Davis Rea
Ontario, Canada
$4.03M -$29.4K -920 -0.7%
QC
89
Quadrature Capital
United Kingdom
$3.99M -$2.23M -69,800 -37%
FAF
90
Första AP-fonden
Sweden
$3.86M +$3.73M +116,800 New
MHI
91
Miller Howard Investments
New York
$3.76M +$396K +12,398 +12%
JP Morgan Chase
92
JP Morgan Chase
New York
$3.69M +$232K +7,262 +7%
GCAC
93
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.55M -$95.7K -2,996 -4%
Renaissance Technologies
94
Renaissance Technologies
New York
$3.38M +$2.51M +78,600 +336%
RCAMU
95
Rothschild & Co Asset Management US
Connecticut
$3.06M -$1.43M -44,764 -39%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$3.02M +$236K +7,394 +9%
State Street
97
State Street
Massachusetts
$2.88M -$95.4K -2,988 -3%
CFSG
98
Community Financial Services Group
Vermont
$2.69M +$65.4K +2,047 +3%
AT
99
AMF Tjänstepension
Sweden
$2.57M +$128K +4,000 +5%
CS
100
Credential Securities
$2.44M +$55.3K +1,731 +2%