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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
101
AllianceBernstein
Tennessee
$3.83M +$577K +12,748 +17%
SAM
102
Shell Asset Management
Netherlands
$3.58M +$507K +11,200 +16%
VanEck Associates
103
VanEck Associates
New York
$3.53M +$304K +6,720 +9%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$3.49M -$5.3K -117 -0.1%
Northern Trust
105
Northern Trust
Illinois
$3.46M -$1.19M -26,229 -25%
CQS
106
Credential Qtrade Securities
$3.31M -$3.22M -71,086 -49%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$3.29M -$15.2K -336 -0.5%
Jane Street
108
Jane Street
New York
$3.17M +$1.56M +34,468 +93%
DR
109
Davis Rea
Ontario, Canada
$3.13M -$119K -2,621 -4%
EIP
110
Energy Income Partners
Connecticut
$3.09M -$307K -6,779 -9%
AC
111
Addenda Capital
Quebec, Canada
$3.03M -$529K -11,679 -18%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$2.85M -$1.57M -34,602 -35%
RJA
113
Raymond James & Associates
Florida
$2.36M -$79.6K -1,757 -3%
Stifel Financial
114
Stifel Financial
Missouri
$2.13M +$54.5K +1,203 +3%
LBD
115
Landsberg Bennett & Dubbaneh
Florida
$2.08M +$133K +2,943 +7%
WBC
116
Westpac Banking Corp
Australia
$1.99M
NIM
117
Nexus Investment Management
Ontario, Canada
$1.87M
TC
118
Tacita Capital
Ontario, Canada
$1.83M +$240K +5,300 +15%
AC
119
Addison Capital
Pennsylvania
$1.75M
Truist Financial
120
Truist Financial
North Carolina
$1.61M +$3.12K +69 +0.2%
AII
121
AGF Investments Inc
Ontario, Canada
$1.61M -$465K -10,269 -22%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$1.58M +$235K +5,200 +31%
PPA
123
Parametric Portfolio Associates
Washington
$1.51M +$121K +2,662 +8%
JFL
124
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.5M +$26.7K +590 +2%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$1.48M -$450K -9,928 -27%