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272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51%54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 273272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bridgewater Associates
Connecticut
$5.65M -$27.5K -673 -0.5%
GCAC
102
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.63M -$102K -2,497 -2%
Barclays
103
Barclays
United Kingdom
$5.03M -$2.76M -67,444 -36%
HM
104
Heronetta Management
New York
$4.31M
CFSG
105
Community Financial Services Group
Vermont
$4.31M +$102K +2,496 +2%
AllianceBernstein
106
AllianceBernstein
Tennessee
$4.23M -$9.08M -221,983 -69%
EIP
107
Energy Income Partners
Connecticut
$4.18M +$3.01M +73,696 +273%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$3.87M -$64.9M -1,586,729 -94%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$3.83M -$471K -11,520 -10%
Wells Fargo
110
Wells Fargo
California
$3.64M -$3.11M -76,140 -46%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$3.61M -$208K -5,076 -6%
DR
112
Davis Rea
Ontario, Canada
$3.39M -$239K -5,835 -7%
KOCAA
113
Knights of Columbus Asset Advisors
Connecticut
$3.38M +$3.33M +81,402 New
CQS
114
Credential Qtrade Securities
$3.34M +$1.51M +36,980 +85%
AII
115
AGF Investments Inc
Ontario, Canada
$3.34M +$3.29M +80,453 New
HSBC Holdings
116
HSBC Holdings
United Kingdom
$3.31M -$1.57M -38,493 -33%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$3.18M -$50.9K -1,244 -2%
BCV
118
Banque Cantonale Vaudoise
Switzerland
$3.07M +$3.02M +73,900 New
BFS
119
Baskin Financial Services
Ontario, Canada
$3.06M +$481K +11,770 +19%
Nordea Investment Management
120
Nordea Investment Management
Sweden
$2.92M -$360K -8,800 -11%
SFM
121
Signet Financial Management
New Jersey
$2.91M +$50.8K +1,241 +2%
S
122
Seeyond
France
$2.84M -$22.1K -540 -0.8%
FI
123
Fosun International
China
$2.72M +$768K +18,780 +96%
PAMP
124
Polar Asset Management Partners
Ontario, Canada
$2.49M +$2.45M +60,000 New
CAM
125
Concorde Asset Management
Michigan
$2.41M