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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
101
STRS Ohio
Ohio
$3.24M +$3.26M +90,400 New
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$3.17M +$182K +5,057 +6%
CFSG
103
Community Financial Services Group
Vermont
$3.05M +$78.3K +2,172 +3%
BA
104
Bridgewater Associates
Connecticut
$2.97M
AllianceBernstein
105
AllianceBernstein
Tennessee
$2.84M +$951K +26,371 +50%
CS
106
Credential Securities
$2.68M -$4.47K -124 -0.2%
MME
107
Meag Munich Ergo
Germany
$2.57M
HM
108
Heronetta Management
New York
$2.57M
JFL
109
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.53M +$360K +9,991 +16%
MSV
110
MN Services Vermogensbeheer
Netherlands
$2.46M +$126K +3,500 +5%
M&T Bank
111
M&T Bank
New York
$2.29M +$208K +5,763 +10%
State Street
112
State Street
Massachusetts
$2.25M -$700K -19,400 -24%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$2.03M +$15.5K +430 +0.8%
BTS
114
BB&T Securities
Virginia
$1.95M +$61.3K +1,701 +3%
BCIM
115
British Columbia Investment Management
British Columbia, Canada
$1.89M +$108K +3,000 +5%
Millennium Management
116
Millennium Management
New York
$1.71M +$863K +23,932 +100%
SAM
117
Shell Asset Management
Netherlands
$1.58M -$101K -2,800 -7%
OKSA
118
O'Keefe Stevens Advisory
New York
$1.44M +$1.45M +40,305 New
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.43M +$77.1K +2,139 +6%
BFS
120
Baskin Financial Services
Ontario, Canada
$1.4M +$59K +1,635 +4%
AC
121
Addison Capital
Pennsylvania
$1.34M
CI
122
Conning Inc
Connecticut
$1.15M
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.11M -$7.93K -220 -0.7%
NIM
124
Nexus Investment Management
Ontario, Canada
$1.09M +$36.1K +1,000 +3%
Stifel Financial
125
Stifel Financial
Missouri
$1.03M +$67.4K +1,868 +7%