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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $9.25B invested in Fortis in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
5.88%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
32
Increased
92
Reduced
100
Closed
31
Calls
$15M
Puts
$16.5M
Net Calls
-$1.55M
Net Calls Change
-$18.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$141M
2
Fidelity International
Fidelity International
Bermuda
+$139M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$107M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$74.2M

Top Sellers

1
ZP
Zimmer Partners
New York
-$360M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$194M
3
Morgan Stanley
Morgan Stanley
New York
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$154M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GSWM
252
Golden State Wealth Management
California
$6K +$6K +143 New
PB
253
Pinnacle Bancorp
Nebraska
$5K +$5K +131 New
CFGS
254
Concourse Financial Group Securities
Alabama
$4K – – –
TRCT
255
Tower Research Capital (TRC)
New York
$3K -$67.2K -1,724 -96%
FHA
256
First Horizon Advisors
Tennessee
$2K -$3.49K -131 -64%
CCM
257
Copeland Capital Management
Pennsylvania
$2K – – –
SC
258
Sawyer & Company
Massachusetts
$2K – – –
GAM
259
Gemmer Asset Management
California
$1K -$1.5K -48 -60%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
LWM
261
Liberty Wealth Management
California
$1K +$176 +3 +21%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$1K +$1K +16 New
ABC
263
Associated Banc-Corp
Wisconsin
$1K +$1K +30 New
Caisse de Depot et Placement du Quebec (CDPQ)
264
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$194M -4,668,993 Closed
VPI
265
Value Partners Investments
Manitoba, Canada
– -$25.4M -612,552 Closed
BCV
266
Banque Cantonale Vaudoise
Switzerland
– -$3.07M -73,900 Closed
CCB
267
Cutter & Co Brokerage
Missouri
– -$1.65M -39,646 Closed
ARTA
268
A.R.T. Advisors
New York
– -$1.6M -38,444 Closed
PIC
269
Portland Investment Counsel
Ontario, Canada
– -$1.59M -38,352 Closed
Axa
270
Axa
France
– -$1.48M -35,744 Closed
PP
271
Prudential plc
United Kingdom
– -$1.1M -26,463 Closed
MME
272
Meag Munich Ergo
Germany
– -$913K -22,076 Closed
RJFSA
273
Raymond James Financial Services Advisors
Florida
– -$785K -18,939 Closed
ACM
274
AlphaCrest Capital Management
New York
– -$552K -13,300 Closed
FWCM
275
Ferguson Wellman Capital Management
Oregon
– -$507K -12,216 Closed
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