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268 hedge funds and large institutions have $9.87B invested in Fortis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.34M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $9.13B → $9.87B (+$743M)

1% more funds holding

Funds holding: 265268 (+3)

0.47% more ownership

Funds ownership: 47.77%48.23% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
94
Reduced
103
Closed
20
Calls
$10.9M
Puts
$4.34M
Net Calls
+$6.54M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$29K +$27.4K +668 New
AWA
227
Arkadios Wealth Advisors
Georgia
$28K +$17K +415 +166%
APA
228
American Portfolios Advisors
New York
$24.8K +$8.44K +206 +56%
EP
229
Eudaimonia Partners
Tennessee
$23K +$21.6K +527 New
GWM
230
Geneos Wealth Management
Colorado
$22K
TH
231
TCTC Holdings
Texas
$22K
AF
232
Advisornet Financial
Minnesota
$22K +$20.7K +506 New
CI
233
CX Institutional
Indiana
$18K
FF
234
FourThought Financial
Florida
$18K
HPC
235
HM Payson & Co
Maine
$16K
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$3.56K +87 +31%
SFPG
237
Stonebridge Financial Planning Group
Florida
$15K
MWM
238
Mascoma Wealth Management
New Hampshire
$15K +$14.1K +345 New
CWP
239
Concord Wealth Partners
Virginia
$13K
TFIPS
240
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.8K
MGIM
241
M&G Investment Management
United Kingdom
$11.2K -$13.3K -325 -0.1%
IAIM
242
International Assets Investment Management
Florida
$10K
BCWM
243
Bartlett & Co Wealth Management
Ohio
$9.24K
BC
244
Bartlett & Co
Ohio
$9K
FPFS
245
First Personal Financial Services
North Carolina
$9K
WWMSC
246
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$8.2K +200 New
SFS
247
Sowell Financial Services
Arkansas
$8K -$738 -18 -9%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$8K -$246 -6 -3%
WT
249
Whittier Trust
California
$8K
AF
250
Allworth Financial
California
$7K

FTS Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2021, worth a combined $9.87B — up 8.1% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTS positions and 20 closed out — a net gain of 6 holders — while 94 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity International, adding an estimated $170M. The largest seller was Royal Bank of Canada, cutting an estimated $149M.

  • 268 institutional investors held Fortis (FTS) as of Q1 2021, up from 265 in Q4 2020.
  • Funds reported $9.87B of Fortis stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 26 funds opened new Fortis positions in Q1 2021 and 20 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2021 was Fidelity International, an estimated $170M added.
  • The largest Fortis seller in Q1 2021 was Royal Bank of Canada, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.