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233 hedge funds and large institutions have $8.12B invested in Fortis in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $7.13B → $8.12B (+$989M)

3.23% more ownership

Funds ownership: 51.65%54.88% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 235233 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
89
Reduced
81
Closed
19
Calls
$4.57M
Puts
$2.58M
Net Calls
+$1.99M
Net Calls Change
-$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bridgewater Associates
Connecticut
$2.92M +$2.77M +83,086 New
State Street
102
State Street
Massachusetts
$2.89M -$153K -4,605 -5%
CS
103
Credential Securities
$2.64M +$44K +1,323 +2%
HM
104
Heronetta Management
New York
$2.62M +$433K +13,000 +29%
AT
105
AMF Tjänstepension
Sweden
$2.57M
MME
106
Meag Munich Ergo
Germany
$2.52M
Connor, Clark & Lunn Investment Management (CC&L)
107
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.35M +$183K +5,500 +9%
MSV
108
MN Services Vermogensbeheer
Netherlands
$2.29M +$2.17M +65,151 New
JFL
109
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.13M +$83.7K +2,514 +4%
M&T Bank
110
M&T Bank
New York
$2.05M +$71.3K +2,143 +4%
CAM
111
Concorde Asset Management
Michigan
$2.04M
Wellington Management Group
112
Wellington Management Group
Massachusetts
$1.98M +$223K +6,685 +13%
AllianceBernstein
113
AllianceBernstein
Tennessee
$1.86M +$540K +16,223 +44%
BTS
114
BB&T Securities
Virginia
$1.86M +$8.02K +241 +0.5%
Assenagon Asset Management
115
Assenagon Asset Management
Luxembourg
$1.76M -$126K -3,792 -7%
SAM
116
Shell Asset Management
Netherlands
$1.74M
BCIM
117
British Columbia Investment Management
British Columbia, Canada
$1.7M +$56.6K +1,700 +3%
SG
118
StoneX Group
New York
$1.44M +$768K +23,081 +129%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.33M -$1.09M -32,659 -46%
AC
120
Addison Capital
Pennsylvania
$1.32M -$33.2K -998 -3%
BFS
121
Baskin Financial Services
Ontario, Canada
$1.32M +$7.52K +226 +0.6%
CI
122
Conning Inc
Connecticut
$1.13M
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.1M +$67.5K +2,028 +7%
WBC
124
Westpac Banking Corp
Australia
$1.05M
ZP
125
Zimmer Partners
New York
$1.04M -$406M -12,199,722 -100%