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272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51%54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 273272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.52B +$251M +6,131,232 +20%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$851M +$37.2M +908,940 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$542M +$5.44M +132,969 +1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$498M +$117M +2,863,309 +31%
Fidelity International
5
Fidelity International
Bermuda
$494M -$78.6M -1,921,354 -14%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$489M -$6.05M -147,887 -1%
ZP
7
Zimmer Partners
New York
$406M +$400M +9,776,628 New
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$375M +$18M +439,524 +5%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$359M +$7.1M +173,531 +2%
Morgan Stanley
10
Morgan Stanley
New York
$311M -$54.7M -1,337,797 -15%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$281M +$38.1M +932,091 +16%
Legal & General Group
12
Legal & General Group
United Kingdom
$281M +$21.8M +532,645 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$194M +$1.76M +43,155 +0.9%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$193M -$34.1M -834,759 -15%
SC
15
Scotia Capital
Ontario, Canada
$186M +$10.4M +254,247 +6%
Norges Bank
16
Norges Bank
Norway
$183M +$4.05M +99,145 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$180M +$19.1M +466,005 +12%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$153M -$9.12M -222,983 -6%
Franklin Resources
19
Franklin Resources
California
$147M +$326K +7,970 +0.2%
CS
20
Credit Suisse
Switzerland
$143M +$98.6M +2,411,862 +232%
GQG Partners
21
GQG Partners
Florida
$106M -$121M -2,961,181 -54%
Canada Life
22
Canada Life
Manitoba, Canada
$105M -$1.77M -43,293 -2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$94.3M -$15.6M -381,315 -14%
IIM
24
Intact Investment Management
Quebec, Canada
$91.6M +$50.6M +1,237,900 +265%
JP Morgan Chase
25
JP Morgan Chase
New York
$78.1M +$18.7M +456,580 +32%