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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
CX Institutional
Indiana
$18K
AIL
227
AGF Investments LLC
Ontario, Canada
$17K +$4.3K +95 +33%
HPC
228
HM Payson & Co
Maine
$16K
CWP
229
Concord Wealth Partners
Virginia
$13K
TFIPS
230
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12K
ETC
231
Exchange Traded Concepts
Oklahoma
$10K -$724 -16 -7%
BU
232
BBVA USA
Alabama
$10K
MGIM
233
M&G Investment Management
United Kingdom
$9.63K -$2.09M -46,057 -17%
FPFS
234
First Personal Financial Services
North Carolina
$9K
FF
235
FourThought Financial
Florida
$9K
AF
236
Allworth Financial
California
$7K
PB
237
Pinnacle Bancorp
Nebraska
$6K
AA
238
Addison Advisors
Vermont
$5K
CFGS
239
Concourse Financial Group Securities
Alabama
$5K
FHA
240
First Horizon Advisors
Tennessee
$5K
PMFA
241
Plante Moran Financial Advisors
Michigan
$5K
BCWM
242
Bartlett & Co Wealth Management
Ohio
$4.17K -$5.39K -119 -56%
BC
243
Bartlett & Co
Ohio
$4K -$5.39K -119 -56%
CCM
244
Copeland Capital Management
Pennsylvania
$3K
EARNEST Partners
245
EARNEST Partners
Georgia
$3K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$3K
PPWM
247
PFG Private Wealth Management
Florida
$3K +$3.49K +77 New
ACA
248
Atlas Capital Advisors
Wyoming
$2.22K
GAM
249
Gemmer Asset Management
California
$2K
TFGT
250
TS Financial Group (TSFG)
Illinois
$2K

FTS Hedge Fund Activity: Q3 2021 in Review

255 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q3 2021, worth a combined $10.3B — up 1.8% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FTS and 10 opened new positions — a net loss of 17 holders — while 90 trimmed existing stakes and 93 added.

The largest buyer was Fidelity International, adding an estimated $144M. The largest seller was Norges Bank, cutting an estimated $41.4M.

  • 255 institutional investors held Fortis (FTS) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $10.3B of Fortis stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 10 funds opened new Fortis positions in Q3 2021 and 27 closed out, a net change of -17 holders.
  • The largest Fortis buyer in Q3 2021 was Fidelity International, an estimated $144M added.
  • The largest Fortis seller in Q3 2021 was Norges Bank, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2021.