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Fortis
FTS

Overview Fund Activity

262 hedge funds and large institutions have $8.63B invested in Fortis in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
94
Reduced
90
Closed
27
Calls
$92.5M
Puts
$28.5M
Net Calls
+$64M
Net Calls Change
+$50.1M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$334M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$61M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$58.4M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$50.8M
5
IIM
5
Intact Investment Management
Quebec, Canada
$46.5M

Top Sellers

1
QI
1
QV Investors
Alberta, Canada
$143M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$59.8M
4
Canada Life
4
Canada Life
Manitoba, Canada
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Oppenheimer Asset Management
New York
$26K – – –
HWA
227
Heritage Wealth Advisors
Virginia
$22K +$22K +595 New
PA
228
Parallel Advisors
California
$22K +$14.1K +382 +177%
FGAM
229
Financial Gravity Asset Management
Texas
$22K +$22K +586 New
MF
230
MHI Funds
New York
$19K +$2.16K +57 +13%
SSB
231
Sandy Spring Bank
Maryland
$18K -$2.52K -67 -12%
NWM
232
Northwest Wealth Management
Iowa
$18K – – –
LWM
233
Lenox Wealth Management
Ohio
$17K +$113 +3 +0.7%
WTB
234
Washington Trust Bank
Washington
$15K – – –
CI
235
CX Institutional
Indiana
$15K – – –
TCOV
236
Trust Company of Vermont
Vermont
$15K – – –
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$8.66K +227 +137%
FHA
238
First Horizon Advisors
Tennessee
$14K – – –
CAL
239
Capital Analysts LLC
Pennsylvania
$14K – – –
APA
240
American Portfolios Advisors
New York
$13.6K – – –
MWM
241
Mascoma Wealth Management
New Hampshire
$13K – – –
PCP
242
Proficio Capital Partners
Massachusetts
$11K -$35.2K -925 -76%
TCM
243
Tradewinds Capital Management
Washington
$11K – – –
WT
244
Whittier Trust
California
$7K – – –
AF
245
Allworth Financial
California
$6K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.6K +127 +1,411%
OIA
247
OneDigital Investment Advisors
Kansas
$5K – – –
AIS
248
AlphaOne Investment Services
Pennsylvania
$5K – – –
FHA
249
Flagship Harbor Advisors
Massachusetts
$5K +$72 +2 +1%
C
250
Cerebellum
California
$5K +$5K +105 New
8 9
10
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