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273 hedge funds and large institutions have $9.94B invested in Fortis in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

42% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $18.3M

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

8% more capital invested

Capital invested by funds: $9.23B → $9.94B (+$714M)

4% more funds holding

Funds holding: 262273 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.45% less ownership

Funds ownership: 55.96%53.51% (-2.5%)

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
5.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
99
Reduced
87
Closed
25
Calls
$25.9M
Puts
$18.3M
Net Calls
+$7.59M
Net Calls Change
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B -$115M -2,811,983 -8%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$829M +$13.7M +335,850 +2%
Fidelity International
3
Fidelity International
Bermuda
$584M +$31.2M +764,121 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$547M +$20.9M +512,381 +4%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$504M -$34.3M -840,080 -7%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$386M -$20.5M -503,080 -5%
Morgan Stanley
7
Morgan Stanley
New York
$373M -$41.9M -1,027,723 -10%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$363M -$372M -9,107,980 -51%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$359M -$14.4M -351,909 -4%
Legal & General Group
10
Legal & General Group
United Kingdom
$263M -$1.65M -40,447 -0.6%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$248M +$86.9M +2,131,192 +57%
GQG Partners
12
GQG Partners
Florida
$233M -$290K -7,106 -0.1%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$232M -$37.6M -921,328 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$196M +$21.5M +525,838 +13%
Norges Bank
15
Norges Bank
Norway
$182M +$1.46M +35,855 +0.8%
SC
16
Scotia Capital
Ontario, Canada
$179M +$2.8M +68,548 +2%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$165M -$5.88M -144,044 -4%
Renaissance Technologies
18
Renaissance Technologies
New York
$164M +$35.6M +872,000 +29%
Franklin Resources
19
Franklin Resources
California
$149M +$11.5M +282,982 +9%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M +$62.3M +1,526,940 +124%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$112M +$18.1M +443,115 +20%
Canada Life
22
Canada Life
Manitoba, Canada
$110M -$4.99M -122,335 -4%
QI
23
QV Investors
Alberta, Canada
$109M -$19.4M -474,540 -20%
CIA
24
ClearBridge Investments (Australia)
Australia
$73.7M +$12.8M +314,445 +22%
DPIM
25
Duff & Phelps Investment Management
Illinois
$72.4M +$3.22M +78,936 +5%