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275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.4B -$14.2M -315,346 -1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1B +$67.8M +1,504,431 +7%
Fidelity International
3
Fidelity International
Bermuda
$682M +$107M +2,376,823 +18%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$682M -$42.2M -936,632 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$655M +$8.33M +184,911 +1%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$496M -$2.72M -60,326 -0.5%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$488M +$25.4M +564,427 +6%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$314M -$74.4M -1,650,527 -19%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$307M +$17.6M +389,779 +6%
Legal & General Group
10
Legal & General Group
United Kingdom
$305M -$1.21M -26,781 -0.4%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$301M +$1.74M +38,674 +0.6%
BGC
12
Beutel, Goodman & Co
Ontario, Canada
$296M +$245M +5,439,415 +431%
SC
13
Scotia Capital
Ontario, Canada
$279M +$8.55M +189,699 +3%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$198M -$52.2M -1,158,759 -21%
Norges Bank
15
Norges Bank
Norway
$179M -$30.6M -680,134 -14%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$178M -$1.31M -29,133 -0.9%
Franklin Resources
17
Franklin Resources
California
$170M -$9.17M -203,408 -5%
Renaissance Technologies
18
Renaissance Technologies
New York
$162M -$2.86M -63,532 -2%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$109M -$4.12M -91,432 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$105M +$4.41M +97,839 +4%
Swiss National Bank
21
Swiss National Bank
Switzerland
$88.7M +$5.17M +114,800 +6%
Morgan Stanley
22
Morgan Stanley
New York
$72.3M +$4.72M +104,672 +7%
Invesco
23
Invesco
Georgia
$61.9M +$14.8M +327,978 +31%
WHRC
24
W.H. Reaves & Co
New Jersey
$61.2M +$297K +6,596 +0.5%
First Trust Advisors
25
First Trust Advisors
Illinois
$57.7M -$2M -44,406 -3%