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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.34B -$18.8M -439,256 -1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.19B -$6.16M -144,185 -0.5%
Fidelity International
3
Fidelity International
Bermuda
$1.12B +$118M +2,765,734 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$970M +$26.6M +621,486 +3%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$552M -$2.5M -58,432 -0.5%
BGC
6
Beutel, Goodman & Co
Ontario, Canada
$410M -$10.5M -246,065 -3%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$410M -$7.21M -168,705 -2%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$402M +$40.7M +951,629 +12%
SC
9
Scotia Capital
Ontario, Canada
$400M +$3.46M +81,037 +0.9%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$378M -$37.8M -883,830 -10%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$280M -$6.65M -155,622 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$275M -$4.42M -103,382 -2%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$236M +$39.8M +930,331 +22%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$197M -$173M -4,047,463 -48%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$189M +$6.73M +157,527 +4%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$179M -$472K -11,043 -0.3%
Norges Bank
17
Norges Bank
Norway
$177M +$6.77M +158,342 +4%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$170M +$21.7M +507,068 +16%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$153M
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M +$958K +22,411 +0.7%
Bank of America
21
Bank of America
North Carolina
$137M +$32.3M +755,938 +33%
ClearBridge Investments
22
ClearBridge Investments
New York
$135M -$2.37M -55,338 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$131M +$10.7M +250,630 +9%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$118M +$19.6M +457,788 +21%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$112M +$9.56M +223,733 +10%