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257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$14K
APA
227
American Portfolios Advisors
New York
$13.9K
SFPG
228
Stonebridge Financial Planning Group
Florida
$13K
WR
229
Watson Rebecca
$13K +$13.2K +345 New
Russell Investments Group
230
Russell Investments Group
United Kingdom
$11K -$145K -3,810 -93%
AIM
231
AIA Investment Management
Singapore
$11K -$20K -525 -64%
FHA
232
Flagship Harbor Advisors
Massachusetts
$11K -$3.58K -94 -23%
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
BCWM
234
Bartlett & Co Wealth Management
Ohio
$8.1K
BC
235
Bartlett & Co
Ohio
$8K
FPFS
236
First Personal Financial Services
North Carolina
$8K
OAJ
237
Ogorek Anthony Joseph
New York
$8K
WT
238
Whittier Trust
California
$7K
SFS
239
Sowell Financial Services
Arkansas
$7K +$763 +20 +11%
AF
240
Allworth Financial
California
$6K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$6K
SF
242
Synovus Financial
Georgia
$5K -$32.2K -844 -87%
PB
243
Pinnacle Bancorp
Nebraska
$5K
CFGS
244
Concourse Financial Group Securities
Alabama
$4K
FHA
245
First Horizon Advisors
Tennessee
$4K +$1.91K +50 +67%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$4K +$3.78K +99 +619%
CFB
247
Cullen/Frost Bankers
Texas
$4K +$4K +105 New
ETC
248
Exchange Traded Concepts
Oklahoma
$3K +$3.24K +85 New
CCM
249
Copeland Capital Management
Pennsylvania
$2K +$343 +9 +18%
TRCT
250
Tower Research Capital (TRC)
New York
$1K -$1.98K -52 -68%