FTS icon

Fortis
FTS

Overview Fund Activity

267 hedge funds and large institutions have $9.84B 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.

Holders
267
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
4.7%
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

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$566M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$205M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$244M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$379M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$54.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.39B
2
Canada Life
2
Canada Life
Manitoba, Canada
$21.8M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$20.2M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$453M
5
IIM
5
Intact Investment Management
Quebec, Canada
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$28K 665 +415 +166%
APA
227
American Portfolios Advisors
New York
$24.8K 572 +206 +56%
EP
228
Eudaimonia Partners
Tennessee
$23K 527 +527 New
TH
229
TCTC Holdings
Texas
$22K 500 – –
GWM
230
Geneos Wealth Management
Colorado
$22K 500 – –
AF
231
Advisornet Financial
Minnesota
$22K 506 +506 New
CI
232
CX Institutional
Indiana
$18K 413 – –
FF
233
FourThought Financial
Florida
$18K 437 – –
HPC
234
HM Payson & Co
Maine
$16K 368 – –
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$16K 368 +87 +31%
SFPG
236
Stonebridge Financial Planning Group
Florida
$15K 338 – –
MWM
237
Mascoma Wealth Management
New Hampshire
$15K 345 +345 New
CWP
238
Concord Wealth Partners
Virginia
$13K 300 – –
TFIPS
239
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.8K 272 – –
MGIM
240
M&G Investment Management
United Kingdom
$11.2K 255,854 -325 -0.1%
IAIM
241
International Assets Investment Management
Florida
$10K 234 – –
BCWM
242
Bartlett & Co Wealth Management
Ohio
$9.24K 213 – –
BC
243
Bartlett & Co
Ohio
$9K 213 – –
FPFS
244
First Personal Financial Services
North Carolina
$9K 206 – –
WWM
245
Wagner Wealth Management
South Carolina
$9K 200 +200 New
SFS
246
Sowell Financial Services
Arkansas
$8K 182 -18 -9%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$8K 185 -6 -3%
WT
248
Whittier Trust
California
$8K 180 – –
AF
249
Allworth Financial
California
$7K 158 – –
WP
250
WealthShield Partners
North Carolina
$7K 163 +163 New
8 9
10
11 12