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Fortis
FTS

Overview Fund Activity

272 hedge funds and large institutions have $11.5B invested in Fortis in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+17
Holders Change %
+6.67%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
96
Reduced
94
Closed
16
Calls
$17M
Puts
$56M
Net Calls
-$39M
Net Calls Change
-$22.1M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$313M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$410M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61B
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$611M
2
Fidelity International
2
Fidelity International
Bermuda
$813M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$246M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$440M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
226
Credit Agricole
France
$70K – – –
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$64K -$3.5K -73 -5%
FAG
228
Fortitude Advisory Group
Washington
$64K +$64K +1,319 New
EVM
229
Eaton Vance Management
Massachusetts
$62K -$2.86K -60 -4%
SPIA
230
Steward Partners Investment Advisory
New York
$61K -$531 -11 -0.9%
LC
231
Lindbrook Capital
California
$50K +$6.12K +127 +14%
SCA
232
Stonebridge Capital Advisors
Minnesota
$36K – – –
VCM
233
Versant Capital Management
Arizona
$36K – – –
CA
234
CoreCap Advisors
Michigan
$35K +$35K +726 New
BCV
235
Banque Cantonale Vaudoise
Switzerland
$34K -$68K -1,400 -67%
Group One Trading
236
Group One Trading
Illinois
$29K – – –
AF
237
Advisornet Financial
Minnesota
$29K +$4.79K +100 +20%
TH
238
TCTC Holdings
Texas
$24K – – –
GWM
239
Geneos Wealth Management
Colorado
$24K – – –
MWM
240
Mascoma Wealth Management
New Hampshire
$23K – – –
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$20K -$15.6K -329 -44%
HPC
242
HM Payson & Co
Maine
$18K – – –
AIL
243
AGF Investments LLC
Ontario, Canada
$18K – – –
APA
244
American Portfolios Advisors
New York
$17.7K -$9.96K -206 -36%
HI
245
Harbour Investments
Wisconsin
$16K -$25.2K -533 -61%
CWP
246
Concord Wealth Partners
Virginia
$14K – – –
ETC
247
Exchange Traded Concepts
Oklahoma
$11K +$48 +1 +0.4%
UB
248
UMB Bank
Missouri
$11K +$11K +222 New
MGIM
249
M&G Investment Management
United Kingdom
$10.6K +$27 +553 +0.3%
FF
250
FourThought Financial
Florida
$9K -$1.07K -22 -11%
8 9
10
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