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Fortis
FTS

Overview Fund Activity

252 hedge funds and large institutions have $8.25B invested in Fortis in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
83
Reduced
81
Closed
18
Calls
$13.5M
Puts
$14M
Net Calls
-$486K
Net Calls Change
+$9.46M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$370M
2
Deutsche Bank
Deutsche Bank
Germany
$246M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$79.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$407M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.4M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$36.6M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$129M
3
QI
QV Investors
Alberta, Canada
$235M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$177M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$14K – – –
APA
227
American Portfolios Advisors
New York
$13.5K +$13.5K +366 New
TF
228
Tompkins Financial
New York
$12K – – –
MWM
229
Mascoma Wealth Management
New Hampshire
$12K +$12K +345 New
IWM
230
IHT Wealth Management
Illinois
$10K +$896 +25 +10%
AssetMark Inc
231
AssetMark Inc
California
$9K – – –
MA
232
MUFG Americas
New York
$7K – – –
WT
233
Whittier Trust
California
$7K +$7K +180 New
CHC
234
City Holding Co
West Virginia
$6K – – –
CB
235
Community Bank
New York
$6K +$6K +166 New
CCM
236
Cribstone Capital Management
Maine
$5K – – –
OIA
237
OneDigital Investment Advisors
Kansas
$5K – – –
AIS
238
AlphaOne Investment Services
Pennsylvania
$5K +$5K +137 New
WEC
239
Winslow Evans & Crocker
Massachusetts
$3.72K – – –
THWM
240
Taylor Hoffman Wealth Management
Virginia
$3K +$3K +71 New
FPFS
241
First Personal Financial Services
North Carolina
$3K +$3K +77 New
SC
242
Sawyer & Company
Massachusetts
$2K +$2K +51 New
AWA
243
Acorn Wealth Advisors
Michigan
$2K +$2K +54 New
WA
244
Winfield Associates
Ohio
$1K – – –
HR
245
Howe & Rusling
New York
$1K – – –
RWA
246
Ropes Wealth Advisors
Massachusetts
$1K +$1K +26 New
RFC
247
Regions Financial Corp
Alabama
$1K +$1K +31 New
PMFA
248
Plante Moran Financial Advisors
Michigan
$1K +$1K +39 New
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$550 -$8.25K -225 -94%
Credit Agricole
250
Credit Agricole
France
– -$8.77M -245,045 Closed
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