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253 hedge funds and large institutions have $7.2B invested in Fortis in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $4.87M

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 81

3% more funds holding

Funds holding: 246253 (+7)

0.08% more ownership

Funds ownership: 52.66%52.74% (+0.08%)

5% less capital invested

Capital invested by funds: $7.59B → $7.2B (-$395M)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
33
Increased
90
Reduced
81
Closed
23
Calls
$24.6M
Puts
$4.87M
Net Calls
+$19.7M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04B +$65.4M +2,005,161 +7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$801M -$44.9M -1,378,378 -5%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$419M +$74.1M +2,272,069 +21%
Morgan Stanley
4
Morgan Stanley
New York
$392M +$12M +368,124 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M +$11.6M +354,872 +3%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$337M -$78.2M -2,399,578 -19%
Fidelity International
7
Fidelity International
Bermuda
$298M +$304M +9,331,274 New
TD Asset Management
8
TD Asset Management
Ontario, Canada
$294M +$6.96M +213,453 +2%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$278M -$19M -583,339 -6%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$247M +$51.2M +1,571,501 +25%
QI
11
QV Investors
Alberta, Canada
$208M -$13.1M -403,215 -8%
Legal & General Group
12
Legal & General Group
United Kingdom
$179M +$21.1M +648,382 +13%
Franklin Resources
13
Franklin Resources
California
$144M -$2.65M -81,387 -2%
SC
14
Scotia Capital
Ontario, Canada
$134M +$5.3M +162,377 +4%
Canada Life
15
Canada Life
Manitoba, Canada
$126M -$556K -17,063 -0.4%
GCC
16
Guardian Capital (Canada)
Ontario, Canada
$111M +$24.8M +761,581 +28%
Norges Bank
17
Norges Bank
Norway
$107M +$5.63M +172,537 +5%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$104M +$7.5M +230,089 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$71.1M -$63.9M -1,958,616 -47%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$65.4M
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.2M +$7.02M +215,266 +12%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.8M +$626K +19,200 +1%
MBI
23
Montrusco Bolton Investments
Quebec, Canada
$56.6M +$113K +3,472 +0.2%
GMI
24
Greystone Managed Investments
Saskatchewan, Canada
$51.9M -$5.38M -165,114 -9%
UBS AM
25
UBS AM
Illinois
$51.5M +$4.86M +149,070 +10%