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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
MME
101
Meag Munich Ergo
Germany
$2.37M +$2.29M +71,677 New
HSBC Holdings
102
HSBC Holdings
United Kingdom
$2.33M +$448K +14,027 +25%
Connor, Clark & Lunn Investment Management (CC&L)
103
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.03M +$1.96M +61,500 New
HM
104
Heronetta Management
New York
$1.96M
CAM
105
Concorde Asset Management
Michigan
$1.92M -$639 -20 -0%
JFL
106
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.92M +$345K +10,812 +23%
M&T Bank
107
M&T Bank
New York
$1.86M +$1.15M +35,876 +177%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$1.86M +$1.35M +42,139 New
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.79M +$120K +3,747 +7%
BTS
110
BB&T Securities
Virginia
$1.75M +$1.68M +52,664 New
SAM
111
Shell Asset Management
Netherlands
$1.68M -$25.5K -800 -2%
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$1.68M +$269K +8,439 +20%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$1.64M +$372K +11,659 +31%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$1.52M
Canada Pension Plan Investment Board
115
Canada Pension Plan Investment Board
Ontario, Canada
$1.36M +$182K +5,700 +16%
AC
116
Addison Capital
Pennsylvania
$1.28M -$33.2K -1,040 -3%
BFS
117
Baskin Financial Services
Ontario, Canada
$1.23M +$81.1K +2,540 +7%
AllianceBernstein
118
AllianceBernstein
Tennessee
$1.22M -$607 -19 -0.1%
IIM
119
Intact Investment Management
Quebec, Canada
$1.13M -$3.93M -123,000 -82%
CI
120
Conning Inc
Connecticut
$1.07M -$3.08M -96,401 -75%
WBC
121
Westpac Banking Corp
Australia
$1.01M +$735K +23,026 New
Baird Financial Group
122
Baird Financial Group
Wisconsin
$967K -$108K -3,376 -10%
SSA
123
Schonfeld Strategic Advisors
New York
$957K +$922K +28,872 New
Stifel Financial
124
Stifel Financial
Missouri
$936K -$69.9K -2,188 -7%
Neuberger Berman Group
125
Neuberger Berman Group
New York
$924K -$94.8K -2,969 -10%