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272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51%54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 273272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
251
First Personal Financial Services
North Carolina
$9K -$1.59K -39 -16%
OAJ
252
Ogorek Anthony Joseph
New York
$9K +$9.2K +225 New
BCWM
253
Bartlett & Co Wealth Management
Ohio
$8.84K
FHA
254
First Horizon Advisors
Tennessee
$8K -$7.48K -183 -47%
SFS
255
Sowell Financial Services
Arkansas
$8K +$3.97K +97 +100%
AF
256
Allworth Financial
California
$7K
WT
257
Whittier Trust
California
$7K
CT
258
Caldwell Trust
Florida
$6.23K +$6.13K +150 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$6K
CFGS
260
Concourse Financial Group Securities
Alabama
$5K
PCA
261
Providence Capital Advisors
North Carolina
$4K +$3.68K +90 New
ACM
262
Allred Capital Management
Texas
$3.73K +$3.68K +90 New
GAM
263
Gemmer Asset Management
California
$3K
SAM
264
S.A. Mason
Michigan
$3K +$3.07K +75 New
CCM
265
Copeland Capital Management
Pennsylvania
$2K
SC
266
Sawyer & Company
Massachusetts
$2K
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$1K
CWA
268
Capital Wealth Alliance
Arizona
$1K +$1.27K +31 New
Arrowstreet Capital
269
Arrowstreet Capital
Massachusetts
-$47.3M -1,117,678 Closed
BCM
270
Barometer Capital Management
Ontario, Canada
-$12.2M -218,500 Closed
VRS
271
Virginia Retirement Systems
Virginia
-$6.77M -160,000 Closed
Jane Street
272
Jane Street
New York
-$5.42M -128,022 Closed
Millennium Management
273
Millennium Management
New York
-$4.86M -114,880 Closed
Point72 Asset Management
274
Point72 Asset Management
Connecticut
-$3.47M -82,000 Closed
H
275
Hexavest
Quebec, Canada
-$1.92M -45,485 Closed