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253 hedge funds and large institutions have $7.2B invested in Fortis in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $4.87M

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 81

3% more funds holding

Funds holding: 246253 (+7)

0.08% more ownership

Funds ownership: 52.66%52.74% (+0.08%)

5% less capital invested

Capital invested by funds: $7.59B → $7.2B (-$395M)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
33
Increased
90
Reduced
81
Closed
23
Calls
$24.6M
Puts
$4.87M
Net Calls
+$19.7M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mascoma Wealth Management
New Hampshire
$11K
MF
227
MHI Funds
New York
$11K +$6.29K +193 +133%
TCM
228
Tradewinds Capital Management
Washington
$10K
TCOV
229
Trust Company of Vermont
Vermont
$10K
PCP
230
Proficio Capital Partners
Massachusetts
$9K -$15.5K -475 -62%
AF
231
Allworth Financial
California
$9K +$9.42K +289 New
AssetMark Inc
232
AssetMark Inc
California
$8K
RFC
233
Regions Financial Corp
Alabama
$8K +$7.63K +234 +755%
QCG
234
Quadrant Capital Group
Ohio
$7K +$10.3K +317 +1,057%
MA
235
MUFG Americas
New York
$6K
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$6K
WT
237
Whittier Trust
California
$6K
PA
238
Parallel Advisors
California
$6K +$6.98K +214 New
AIS
239
AlphaOne Investment Services
Pennsylvania
$4K
OIA
240
OneDigital Investment Advisors
Kansas
$4K
WEC
241
Winslow Evans & Crocker
Massachusetts
$4K
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.65K +112 New
TC
243
Trust Company
Kansas
$4K +$4.27K +131 New
SWM
244
SeaCrest Wealth Management
New York
$4K +$4.53K +139 New
GAM
245
Gemmer Asset Management
California
$3K +$261 +8 +11%
FPFS
246
First Personal Financial Services
North Carolina
$2K -$33 -1 -1%
SC
247
Sawyer & Company
Massachusetts
$2K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.02K +62 New
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$1K +$880 +27 New
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
$478