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258 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more call options, than puts

Call options by funds: $35M | Put options by funds: $19.5M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $8.96B → $9.41B (+$451M)

0% more funds holding

Funds holding: 257258 (+1)

1.58% less ownership

Funds ownership: 50.67%49.08% (-1.6%)

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
77
Closed
23
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
151
Ontario Teachers' Pension Plan Board
Ontario, Canada
$761K -$931K -23,315 -56%
PP
152
Pacifica Partners
Canada
$738K +$96.5K +2,418 +16%
FMT
153
First Mercantile Trust
Tennessee
$723K -$74.3K -1,861 -10%
BBVA
154
Banco Bilbao Vizcaya Argentaria
Spain
$696K
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$695K
Natixis Advisors
156
Natixis Advisors
Massachusetts
$694K -$52.9K -1,324 -7%
SGI
157
Summit Global Investments
Utah
$681K +$16.8K +420 +3%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$679K +$31.4K +786 +5%
MOACM
159
Mutual of America Capital Management
New York
$652K
Ameriprise
160
Ameriprise
Minnesota
$651K +$16.5K +414 +3%
VI
161
Vestcor Inc
New Brunswick, Canada
$618K
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$595K +$581K +14,552 New
SIA
163
Sit Investment Associates
Minnesota
$553K
HIS
164
Horizon Investment Services
Indiana
$548K -$58.8K -1,472 -10%
State Street
165
State Street
Massachusetts
$544K
BC
166
Brookfield Corp
Ontario, Canada
$536K +$87.8K +2,200 +20%
US Bancorp
167
US Bancorp
Minnesota
$521K +$2.75K +69 +0.5%
KPWS
168
Kestra Private Wealth Services
Texas
$499K +$487K +12,209 New
TG
169
TCW Group
California
$490K +$20.7K +518 +5%
CCMIC
170
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$488K +$133K +3,325 +39%
QI
171
QS Investors
New York
$444K
SI
172
Stephens Inc
Arkansas
$442K +$432K +10,809 New
LOAMS
173
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$316K +7,917 New
IWA
174
Intercontinental Wealth Advisors
Texas
$417K +$5.31K +133 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
175
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$417K +$103K +2,584 +34%