We are live on ! Find out more

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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.14B -$25.4M -762,221 -2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$900M +$153M +4,594,810 +22%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$500M -$1.71M -51,490 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$448M +$409M +12,275,916 +2,617%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$364M +$36.3M +1,090,988 +12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$329M +$17.9M +538,992 +6%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$300M +$20.9M +627,425 +8%
IGIM
8
I.G. Investment Management
Manitoba, Canada
$297M -$8.71M -261,668 -3%
QI
9
QV Investors
Alberta, Canada
$291M +$213M +6,393,757 New
CIBC World Market
10
CIBC World Market
Ontario, Canada
$289M +$26.4M +791,991 +11%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$251M -$72.7M -2,182,701 -23%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$190M +$32.4M +971,742 +22%
Legal & General Group
13
Legal & General Group
United Kingdom
$155M +$7.91M +237,500 +6%
Canada Life
14
Canada Life
Manitoba, Canada
$152M -$1.2M -36,042 -0.8%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$138M +$12.4M +373,541 +10%
Deutsche Bank
16
Deutsche Bank
Germany
$138M +$74.3M +2,232,170 +131%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$134M +$42.1M +1,264,900 +50%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$111M -$6.15M -184,824 -6%
SC
19
Scotia Capital
Ontario, Canada
$107M -$5.57M -167,240 -5%
Jennison Associates
20
Jennison Associates
New York
$103M +$2.26M +68,029 +2%
Franklin Resources
21
Franklin Resources
California
$95.5M +$30.6M +918,369 +51%
Norges Bank
22
Norges Bank
Norway
$87.7M -$30.5M -916,201 -27%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$75.4M -$3.64M -109,284 -6%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$68.9M +$31.3M +939,243 +92%
GMI
25
Greystone Managed Investments
Saskatchewan, Canada
$67M -$5.91M -177,642 -9%