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235 hedge funds and large institutions have $7.13B invested in Fortis in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $4.5M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $6.35B → $7.13B (+$783M)

6% more funds holding

Funds holding: 221235 (+14)

0.32% more ownership

Funds ownership: 51.33%51.65% (+0.32%)

10% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 90

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
36
Increased
81
Reduced
90
Closed
19
Calls
$14.5M
Puts
$4.5M
Net Calls
+$10M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.1B -$18M -564,569 -2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$697M +$52.6M +1,647,909 +9%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$473M -$367M -11,486,942 -45%
ZP
4
Zimmer Partners
New York
$405M +$390M +12,229,222 New
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$309M +$19.2M +602,045 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$307M +$382K +11,962 +0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$292M +$17.8M +557,346 +7%
IGIM
8
I.G. Investment Management
Manitoba, Canada
$289M +$8.83M +276,400 +3%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$261M +$253M +7,910,175 New
CIBC World Market
10
CIBC World Market
Ontario, Canada
$247M +$8.33M +261,022 +4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M -$13.5M -421,806 -7%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$147M +$5.38M +168,413 +4%
Canada Life
13
Canada Life
Manitoba, Canada
$144M +$9.09M +284,765 +7%
Legal & General Group
14
Legal & General Group
United Kingdom
$140M +$4.56M +142,751 +3%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$118M +$21.6M +676,823 +23%
Norges Bank
16
Norges Bank
Norway
$113M -$3.3M -103,285 -3%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$111M -$18.6M -581,439 -15%
SC
18
Scotia Capital
Ontario, Canada
$106M +$9.48M +297,061 +10%
Jennison Associates
19
Jennison Associates
New York
$95.1M +$8.08M +253,005 +10%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$84.7M +$27.1M +850,000 +50%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$76.4M -$8.96M -280,700 -14%
GMI
22
Greystone Managed Investments
Saskatchewan, Canada
$68.9M -$13.7M -428,496 -17%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$59.6M -$35M -1,095,820 -38%
Franklin Resources
24
Franklin Resources
California
$59.5M -$908K -28,445 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$56.5M -$9.34M -292,534 -15%