Fortis
276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
2% less funds holding
Funds holding: 281 → 276 (-5)
11% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 36
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
276
Holding in Top 10
3
Calls
$52.5M
Puts
$38.8M
Top Buyers
| 1 | +$165M | |
| 2 | +$93.9M | |
| 3 | +$78.1M | |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$68.6M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$23.8M |
Top Sellers
| 1 | -$81.1M | |
| 2 | -$39.7M | |
| 3 | -$34.4M | |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$31.3M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$30.6M |