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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

224% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $28.5M

11% more capital invested

Capital invested by funds: $7.78B → $8.63B (+$846M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 263262 (-1)

0.72% less ownership

Funds ownership: 54.3%53.58% (-0.72%)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
94
Reduced
90
Closed
27
Calls
$92.5M
Puts
$28.5M
Net Calls
+$64M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oppenheimer Asset Management
New York
$26K
HWA
227
Heritage Wealth Advisors
Virginia
$22K +$21.1K +595 New
PA
228
Parallel Advisors
California
$22K +$13.6K +382 +177%
FGAM
229
Financial Gravity Asset Management
Texas
$22K +$20.8K +586 New
MF
230
MHI Funds
New York
$19K +$2.02K +57 +13%
SSB
231
Sandy Spring Bank
Maryland
$18K -$2.38K -67 -12%
NWM
232
Northwest Wealth Management
Iowa
$18K
LWM
233
Lenox Wealth Management
Ohio
$17K +$107 +3 +0.7%
CI
234
CX Institutional
Indiana
$15K
TCOV
235
Trust Company of Vermont
Vermont
$15K
WTB
236
Washington Trust Bank
Washington
$15K
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$8.06K +227 +137%
CAL
238
Capital Analysts LLC
Pennsylvania
$14K
FHA
239
First Horizon Advisors
Tennessee
$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 -$32.8K -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 +$4.51K +127 +1,411%
AIS
247
AlphaOne Investment Services
Pennsylvania
$5K
OIA
248
OneDigital Investment Advisors
Kansas
$5K
FHA
249
Flagship Harbor Advisors
Massachusetts
$5K +$71 +2 +1%
C
250
Cerebellum
California
$5K +$3.73K +105 New

FTS Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2019, worth a combined $8.63B — up 11% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTS positions and 27 closed out — a net gain of 1 holder — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $67.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $60.1M sold.

  • 262 institutional investors held Fortis (FTS) as of Q1 2019, down from 263 in Q4 2018.
  • Funds reported $8.63B of Fortis stock for Q1 2019, up 11% quarter-over-quarter.
  • 28 funds opened new Fortis positions in Q1 2019 and 27 closed out, a net change of +1 holder.
  • The largest Fortis buyer in Q1 2019 was Toronto Dominion Bank, an estimated $67.9M added.
  • The largest Fortis seller in Q1 2019 was Adage Capital Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2019.