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Fortis
FTS

Overview Fund Activity

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 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-19
Holders Change %
-6.93%
% of All Funds
4.48%
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
26
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$825M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$63.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$80M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$698M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$335M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$466M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$657M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$292M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$971M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
CX Institutional
Indiana
$18K – – –
AIL
227
AGF Investments LLC
Ontario, Canada
$17K +$4.25K +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 -$708 -16 -7%
BU
232
BBVA USA
Alabama
$10K – – –
MGIM
233
M&G Investment Management
United Kingdom
$9.63K -$2.03K -46,057 -17%
FF
234
FourThought Financial
Florida
$9K – – –
FPFS
235
First Personal Financial Services
North Carolina
$9K – – –
AF
236
Allworth Financial
California
$7K – – –
PB
237
Pinnacle Bancorp
Nebraska
$6K – – –
PMFA
238
Plante Moran Financial Advisors
Michigan
$5K – – –
FHA
239
First Horizon Advisors
Tennessee
$5K – – –
AA
240
Addison Advisors
Vermont
$5K – – –
CFGS
241
Concourse Financial Group Securities
Alabama
$5K – – –
BCWM
242
Bartlett & Co Wealth Management
Ohio
$4.17K -$5.28K -119 -56%
BC
243
Bartlett & Co
Ohio
$4K -$5.06K -119 -56%
EARNEST Partners
244
EARNEST Partners
Georgia
$3K – – –
CCM
245
Copeland Capital Management
Pennsylvania
$3K – – –
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$3K – – –
PPWM
247
PFG Private Wealth Management
Florida
$3K +$3K +77 New
ACA
248
Atlas Capital Advisors
Wyoming
$2.22K – – –
TFGT
249
TS Financial Group (TSFG)
Illinois
$2K – – –
GAM
250
Gemmer Asset Management
California
$2K – – –
8 9
10
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