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257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
151
Baillie Gifford & Co
United Kingdom
$714K +$718K +18,837 New
Natixis Advisors
152
Natixis Advisors
Massachusetts
$697K +$121K +3,174 +21%
TI
153
Trexquant Investment
Connecticut
$659K +$349K +9,154 +112%
Daiwa Securities Group
154
Daiwa Securities Group
Japan
$655K
BBVA
155
Banco Bilbao Vizcaya Argentaria
Spain
$648K
SGI
156
Summit Global Investments
Utah
$619K -$70.6K -1,851 -10%
MOACM
157
Mutual of America Capital Management
New York
$608K
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$602K -$68.6K -1,798 -10%
PP
159
Pacifica Partners
Canada
$598K +$22.2K +583 +4%
Ameriprise
160
Ameriprise
Minnesota
$592K -$76K -1,993 -11%
VI
161
Vestcor Inc
New Brunswick, Canada
$576K
HIS
162
Horizon Investment Services
Indiana
$566K +$59.3K +1,555 +12%
BC
163
Brookfield Corp
Ontario, Canada
$563K +$416K +10,915 New
SIA
164
Sit Investment Associates
Minnesota
$515K
CSS
165
Cubist Systematic Strategies
Connecticut
$513K -$1.15M -30,027 -69%
State Street
166
State Street
Massachusetts
$507K -$384K -10,063 -43%
US Bancorp
167
US Bancorp
Minnesota
$481K -$64.6K -1,694 -12%
TG
168
TCW Group
California
$437K -$30.3K -794 -6%
Truist Financial
169
Truist Financial
North Carolina
$431K +$432K +11,318 New
QI
170
QS Investors
New York
$414K +$245K +6,432 +145%
IWA
171
Intercontinental Wealth Advisors
Texas
$383K +$29.7K +779 +8%
OKSA
172
O'Keefe Stevens Advisory
New York
$381K +$381K +10,000 New
Capital International Investors
173
Capital International Investors
California
$357K
LPL Financial
174
LPL Financial
California
$350K +$12.6K +331 +4%
FBC
175
Fairfield, Bush & Co
Connecticut
$344K