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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
NIM
126
Nexus Investment Management
Ontario, Canada
$1.04M +$117K +3,500 +13%
UBWV
127
United Bank (West Virginia)
West Virginia
$999K +$18.6K +560 +2%
GC
128
Guggenheim Capital
Illinois
$998K -$3.54M -106,319 -79%
SB
129
Suntrust Banks
Georgia
$961K +$55.9K +1,678 +7%
Stifel Financial
130
Stifel Financial
Missouri
$943K -$48.7K -1,464 -5%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$934K -$43.1K -1,294 -5%
Millennium Management
132
Millennium Management
New York
$837K +$374K +11,223 +89%
QI
133
QS Investors
New York
$832K +$99.9K +3,000 +15%
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$830K -$88.4K -2,656 -10%
DWM
135
Dorchester Wealth Management
Quebec, Canada
$826K +$16.4K +493 +2%
TCM
136
Tetrem Capital Management
Manitoba, Canada
$808K -$40.5K -1,217 -5%
HW
137
Hedeker Wealth
Illinois
$761K
IA
138
IFP Advisors
Florida
$706K +$183K +5,495 +38%
FMT
139
First Mercantile Trust
Tennessee
$686K -$178K -5,357 -22%
OMCS
140
Old Mutual Customised Solutions
South Africa
$644K
PCM
141
Parsons Capital Management
Rhode Island
$614K -$866 -26 -0.1%
TA
142
Tiedemann Advisors
New York
$605K -$79.2K -2,380 -12%
NIMI
143
Natixis Investment Managers International
France
$603K
SIA
144
Sit Investment Associates
Minnesota
$576K -$6.66K -200 -1%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$570K +$78.1K +2,345 +17%
Ameriprise
146
Ameriprise
Minnesota
$519K
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$497K -$38.6K -1,160 -8%
N
148
Natixis
France
$470K +$449K +13,490 New
Dimensional Fund Advisors
149
Dimensional Fund Advisors
Texas
$466K
MGIA
150
Moneta Group Investment Advisors
Missouri
$436K