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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.03B -$125M -3,469,890 -11%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$948M +$31.6M +874,881 +3%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$499M +$2.95M +81,913 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$469M +$12.8M +355,691 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$371M -$258K -7,142 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$348M +$12.9M +358,516 +4%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$320M +$14.8M +411,348 +5%
QI
8
QV Investors
Alberta, Canada
$288M +$1.27M +35,260 +0.6%
IGIM
9
I.G. Investment Management
Manitoba, Canada
$281M -$22.1M -612,804 -7%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$266M -$28.6M -793,593 -10%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$214M -$42.7M -1,182,771 -17%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$194M -$632K -17,519 -0.3%
Legal & General Group
13
Legal & General Group
United Kingdom
$163M +$2.88M +79,914 +2%
Canada Life
14
Canada Life
Manitoba, Canada
$150M -$4.42M -122,531 -3%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$142M +$947K +26,267 +0.7%
Franklin Resources
16
Franklin Resources
California
$132M +$34.4M +955,126 +35%
Deutsche Bank
17
Deutsche Bank
Germany
$125M -$15.8M -439,395 -11%
SC
18
Scotia Capital
Ontario, Canada
$119M +$10.1M +279,659 +9%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$113M -$70.3K -1,949 -0.1%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$104M -$33M -916,074 -24%
Norges Bank
21
Norges Bank
Norway
$88.3M -$1.17M -32,383 -1%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$76M +$5.88M +163,041 +8%
Jennison Associates
23
Jennison Associates
New York
$66.5M -$39.2M -1,087,569 -37%
GMI
24
Greystone Managed Investments
Saskatchewan, Canada
$66.4M -$1.96M -54,346 -3%
MBI
25
Montrusco Bolton Investments
Quebec, Canada
$59.3M +$25.4M +705,657 +74%