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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $9.25B invested in Fortis in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
5.88%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
32
Increased
92
Reduced
100
Closed
31
Calls
$15M
Puts
$16.5M
Net Calls
-$1.55M
Net Calls Change
-$18.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$141M
2
Fidelity International
Fidelity International
Bermuda
+$139M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$107M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$74.2M

Top Sellers

1
ZP
Zimmer Partners
New York
-$360M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$194M
3
Morgan Stanley
Morgan Stanley
New York
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$154M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
226
Winslow Evans & Crocker
Massachusetts
$34K -$13.6K -350 -29%
AIM
227
AIA Investment Management
Singapore
$32K – – –
SCA
228
Stonebridge Capital Advisors
Minnesota
$29K -$1.15K -30 -4%
VCM
229
Versant Capital Management
Arizona
$28K – – –
PA
230
Parallel Advisors
California
$20K -$12.6K -336 -39%
SSB
231
Sandy Spring Bank
Maryland
$18K – – –
PFO
232
Pathstone Family Office
New Jersey
$18K +$18K +460 New
CI
233
CX Institutional
Indiana
$16K – – –
FHA
234
Flagship Harbor Advisors
Massachusetts
$16K +$158 +4 +1%
TCOV
235
Trust Company of Vermont
Vermont
$15K – – –
LWM
236
Lenox Wealth Management
Ohio
$15K – – –
HPC
237
HM Payson & Co
Maine
$14K – – –
APA
238
American Portfolios Advisors
New York
$14K – – –
SFPG
239
Stonebridge Financial Planning Group
Florida
$13K – – –
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$13K +$12.7K +326 +4,075%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$6.46K -165 -37%
DWM
242
Darwin Wealth Management
Florida
$11K +$11K +297 New
FGAM
243
Financial Gravity Asset Management
Texas
$8.48K +$6.59K +171 +349%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$8.22K – – –
FPFS
245
First Personal Financial Services
North Carolina
$8K – – –
OAJ
246
Ogorek Anthony Joseph
New York
$8K – – –
BC
247
Bartlett & Co
Ohio
$8K +$8K +213 New
SFS
248
Sowell Financial Services
Arkansas
$7K -$716 -18 -9%
WT
249
Whittier Trust
California
$7K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
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