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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.42B +$11.6M +255,308 +0.8%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$971M -$17.2M -380,124 -2%
Fidelity International
3
Fidelity International
Bermuda
$825M +$144M +3,170,125 +21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$698M +$42.7M +942,147 +6%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$657M -$23.4M -516,027 -3%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$483M -$3.27M -72,260 -0.7%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$466M -$26.1M -576,091 -5%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$335M +$28.2M +622,957 +9%
Legal & General Group
9
Legal & General Group
United Kingdom
$312M +$6.09M +134,429 +2%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$311M +$14.2M +313,470 +5%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$297M -$4.43M -97,945 -1%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$292M -$22.4M -494,472 -7%
SC
13
Scotia Capital
Ontario, Canada
$278M -$1.64M -36,238 -0.6%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$223M +$25.9M +571,981 +13%
Franklin Resources
15
Franklin Resources
California
$195M +$25.4M +560,532 +15%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M +$582K +12,846 +0.4%
Renaissance Technologies
17
Renaissance Technologies
New York
$165M +$2.91M +64,239 +2%
Norges Bank
18
Norges Bank
Norway
$139M -$41.4M -913,911 -23%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$106M -$2.97M -65,562 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$98.9M -$6.24M -137,835 -6%
Swiss National Bank
21
Swiss National Bank
Switzerland
$86.3M -$2.01M -44,300 -2%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$80M +$62.6M +1,383,600 +328%
Morgan Stanley
23
Morgan Stanley
New York
$65.3M -$7.28M -160,872 -10%
OAC
24
OMERS Administration Corp
Ontario, Canada
$63.1M +$64.4M +1,423,417 New
Invesco
25
Invesco
Georgia
$62.6M +$631K +13,947 +1%