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Fortis
FTS

Overview Fund Activity

257 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
76
Closed
22
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.2M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$617M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$833M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$344M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$483M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$201M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
226
Old Second National Bank of Aurora
Illinois
$27K +$27K +650 New
TH
227
TCTC Holdings
Texas
$20K – – –
PFO
228
Pathstone Family Office
New Jersey
$19K +$19K +460 New
GWM
229
Geneos Wealth Management
Colorado
$18K -$26.1K -653 -59%
CI
230
CX Institutional
Indiana
$17K – – –
TCOV
231
Trust Company of Vermont
Vermont
$16K – – –
HPC
232
HM Payson & Co
Maine
$15K – – –
APA
233
American Portfolios Advisors
New York
$14.9K – – –
SFPG
234
Stonebridge Financial Planning Group
Florida
$14K – – –
AIM
235
AIA Investment Management
Singapore
$14K +$1.39K +33 +11%
FHA
236
Flagship Harbor Advisors
Massachusetts
$12K +$115 +3 +1%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
OAJ
238
Ogorek Anthony Joseph
New York
$9K – – –
BC
239
Bartlett & Co
Ohio
$9K – – –
BCWM
240
Bartlett & Co Wealth Management
Ohio
$8.71K – – –
FPFS
241
First Personal Financial Services
North Carolina
$8K – – –
SFS
242
Sowell Financial Services
Arkansas
$8K +$81 +2 +1%
WT
243
Whittier Trust
California
$7K – – –
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$7K +$2.65K +70 +61%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AF
246
Allworth Financial
California
$6K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$5K – – –
FHA
248
First Horizon Advisors
Tennessee
$5K – – –
PB
249
Pinnacle Bancorp
Nebraska
$5K – – –
TRCT
250
Tower Research Capital (TRC)
New York
$4K +$3K +75 +300%
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