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Fortis
FTS

Overview Fund Activity

263 hedge funds and large institutions have $7.78B invested in Fortis in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+18
Holders Change %
+7.35%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
86
Reduced
92
Closed
21
Calls
$34.9M
Puts
$21M
Net Calls
+$13.9M
Net Calls Change
+$9.61M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$153M
2
Fidelity International
Fidelity International
Bermuda
$458M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.9M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.9M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$60M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$677M
2
Morgan Stanley
Morgan Stanley
New York
$388M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.56M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$238M
5
QI
QV Investors
Alberta, Canada
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
251
Winslow Evans & Crocker
Massachusetts
$4K – – –
OIA
252
OneDigital Investment Advisors
Kansas
$4K – – –
CFGS
253
Concourse Financial Group Securities
Alabama
$4K +$4K +136 New
GAM
254
Gemmer Asset Management
California
$3K – – –
FPFS
255
First Personal Financial Services
North Carolina
$3K – – –
MOS
256
MGO One Seven
Ohio
$3K +$3K +112 New
MA
257
MUFG Americas
New York
$2K – – –
SC
258
Sawyer & Company
Massachusetts
$2K – – –
WTC
259
WhitTier Trust Company
Nevada
$2K +$2K +64 New
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
GT
261
Glenmede Trust
Pennsylvania
$889 -$11 -331 -1%
PIC
262
Portland Investment Counsel
Ontario, Canada
– -$15.1M -466,534 Closed
NIMI
263
Natixis Investment Managers International
France
– -$2.47M -76,321 Closed
BCM
264
BlueCrest Capital Management
Jersey
– -$1.07M -33,076 Closed
MME
265
Meag Munich Ergo
Germany
– -$765K -23,926 Closed
TH
266
Timber Hill
Connecticut
– -$582K -17,939 Closed
CWM
267
Cornerstone Wealth Management
Missouri
– -$471K -16,974 Closed
PCM
268
Parsons Capital Management
Rhode Island
– -$446K -13,745 Closed
PP
269
Paloma Partners
Connecticut
– -$343K -10,560 Closed
CB
270
Chemical Bank
Michigan
– -$289K -8,919 Closed
AIG
271
American International Group
New York
– -$278K -8,562 Closed
PCMC
272
Paragon Capital Management (Colorado)
Colorado
– -$253K -7,814 Closed
DZ Bank
273
DZ Bank
Germany
– -$136K -4,200 Closed
MWPCG
274
Measured Wealth Private Client Group
New Hampshire
– -$55K -1,693 Closed
SPIA
275
Steward Partners Investment Advisory
New York
– -$22K -688 Closed
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