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252 hedge funds and large institutions have $8.25B invested in Fortis in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

11% more funds holding

Funds holding: 227252 (+25)

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

2% more capital invested

Capital invested by funds: $8.08B → $8.25B (+$170M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.43% less ownership

Funds ownership: 53.57%53.15% (-0.43%)

3% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $14M

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
83
Reduced
81
Closed
18
Calls
$13.5M
Puts
$14M
Net Calls
-$486K
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.02B -$39.5M -1,069,757 -4%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$942M -$29.3M -793,377 -3%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$510M -$14.2M -385,510 -3%
Morgan Stanley
4
Morgan Stanley
New York
$480M -$817K -22,154 -0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$407M +$27.2M +737,402 +7%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$370M +$294M +7,960,616 +375%
Vanguard Group
7
Vanguard Group
Pennsylvania
$370M +$13.5M +366,741 +4%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$327M -$2.83M -76,696 -0.9%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$282M +$8.74M +236,814 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$246M +$119M +3,214,637 +92%
QI
11
QV Investors
Alberta, Canada
$235M -$49.3M -1,337,002 -21%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$177M -$42.3M -1,146,816 -19%
Legal & General Group
13
Legal & General Group
United Kingdom
$172M +$4.04M +109,591 +2%
Franklin Resources
14
Franklin Resources
California
$153M +$18.6M +503,265 +14%
Canada Life
15
Canada Life
Manitoba, Canada
$145M -$8.77M -237,625 -6%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$129M -$69.8M -1,892,637 -35%
SC
17
Scotia Capital
Ontario, Canada
$127M +$4.69M +127,176 +4%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$116M +$9.22M +250,000 +9%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$102M -$14.2M -384,367 -12%
Norges Bank
20
Norges Bank
Norway
$91.3M +$625K +16,939 +0.7%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$79.2M +$29.5M +798,371 +59%
Jennison Associates
22
Jennison Associates
New York
$67.9M
GMI
23
Greystone Managed Investments
Saskatchewan, Canada
$67.4M -$868K -23,516 -1%
MBI
24
Montrusco Bolton Investments
Quebec, Canada
$60.1M -$773K -20,954 -1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$59.5M +$579K +15,700 +1%