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Fortis
FTS

Overview Fund Activity

270 hedge funds and large institutions have $10.4B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
40
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M

Top Buyers

1
ZP
Zimmer Partners
New York
+$406M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$255M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$119M
4
CS
Credit Suisse
Switzerland
+$100M
5
IIM
Intact Investment Management
Quebec, Canada
+$66.5M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$123M
2
Fidelity International
Fidelity International
Bermuda
-$79.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$65.9M
4
Morgan Stanley
Morgan Stanley
New York
-$55.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
251
Ogorek Anthony Joseph
New York
$9K +$9K +225 New
BCWM
252
Bartlett & Co Wealth Management
Ohio
$8.84K – – –
FHA
253
First Horizon Advisors
Tennessee
$8K -$7.11K -183 -47%
SFS
254
Sowell Financial Services
Arkansas
$8K +$4K +97 +100%
AF
255
Allworth Financial
California
$7K – – –
WT
256
Whittier Trust
California
$7K – – –
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CFGS
258
Concourse Financial Group Securities
Alabama
$5K – – –
PCA
259
Providence Capital Advisors
North Carolina
$4K +$4K +90 New
ACM
260
Allred Capital Management
Texas
$3.73K +$3.73K +90 New
GAM
261
Gemmer Asset Management
California
$3K – – –
SAM
262
S.A. Mason
Michigan
$3K +$3K +75 New
SC
263
Sawyer & Company
Massachusetts
$2K – – –
CCM
264
Copeland Capital Management
Pennsylvania
$2K – – –
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CWA
266
Capital Wealth Alliance
Arizona
$1K +$1K +31 New
Arrowstreet Capital
267
Arrowstreet Capital
Massachusetts
– -$47.3M -1,117,678 Closed
BCM
268
Barometer Capital Management
Ontario, Canada
– -$12.2M -218,500 Closed
VRS
269
Virginia Retirement Systems
Virginia
– -$6.77M -160,000 Closed
Jane Street
270
Jane Street
New York
– -$5.42M -128,022 Closed
Millennium Management
271
Millennium Management
New York
– -$4.86M -114,880 Closed
Point72 Asset Management
272
Point72 Asset Management
Connecticut
– -$3.47M -82,000 Closed
H
273
Hexavest
Quebec, Canada
– -$1.92M -45,485 Closed
GAM
274
Gotham Asset Management
New York
– -$1.46M -34,584 Closed
JG
275
Jefferies Group
New York
– -$1.25M -29,428 Closed
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