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Fortis
FTS

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 %
PAMS
76
Pictet Asset Management (Switzerland)
Switzerland
$7.98M 188,054 -30,801 -14%
MBI
77
Montrusco Bolton Investments
Quebec, Canada
$7.93M 186,918 -226,866 -55%
Citigroup
78
Citigroup
New York
$7.77M 182,972 +16,846 +10%
IIM
79
Intact Investment Management
Quebec, Canada
$7.72M 181,720 +19,520 +12%
APG Asset Management
80
APG Asset Management
Netherlands
$7.46M 190,995 -28,002 -13%
PP
81
Prudential plc
United Kingdom
$6.26M 147,188 -2,403 -2%
FRAF
82
Första AP-fonden
Sweden
$6.2M 146,100 -17,300 -11%
Northern Trust
83
Northern Trust
Illinois
$6.2M 145,811 -13,241 -8%
HPG
84
Harvest Portfolios Group
Ontario, Canada
$6.18M 145,433 +145,433 New
HAI
85
Hennessy Advisors Inc
California
$5.88M 138,176 – –
MSV
86
MN Services Vermogensbeheer
Netherlands
$5.8M 136,700 +7,200 +6%
VPI
87
Value Partners Investments
Manitoba, Canada
$5.28M 124,438 -22,800 -15%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$5.09M 119,716 -809,099 -87%
UIM
89
USS Investment Management
United Kingdom
$5.04M 118,742 +729 +0.6%
Wells Fargo
90
Wells Fargo
California
$4.96M 116,919 -1,775 -1%
VanEck Associates
91
VanEck Associates
New York
$4.82M 113,355 -1,595 -1%
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$4.75M 111,751 +648 +0.6%
HM
93
Heronetta Management
New York
$4.71M 82,000 – –
AAF
94
Andra AP-fonden
Sweden
$4.26M 74,200 +48,600 +190%
BFS
95
Baskin Financial Services
Ontario, Canada
$4.16M 97,821 -5,294 -5%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$4.04M 94,965 +6,915 +8%
CGH
97
Crossmark Global Holdings
Texas
$3.97M 93,288 +5,050 +6%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$3.97M 93,231 -12,295 -12%
SAM
99
Shell Asset Management
Netherlands
$3.94M 92,909 +700 +0.8%
American Century Companies
100
American Century Companies
Missouri
$3.81M 89,139 +9,378 +12%
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4
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