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268 hedge funds and large institutions have $9.87B invested in Fortis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.34M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $9.13B → $9.87B (+$743M)

1% more funds holding

Funds holding: 265268 (+3)

0.47% more ownership

Funds ownership: 47.77%48.23% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
94
Reduced
103
Closed
20
Calls
$10.9M
Puts
$4.34M
Net Calls
+$6.54M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthShield Partners
North Carolina
$7K +$6.68K +163 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$6K
PB
253
Pinnacle Bancorp
Nebraska
$6K
CFGS
254
Concourse Financial Group Securities
Alabama
$5K
FHA
255
First Horizon Advisors
Tennessee
$5K
PMFA
256
Plante Moran Financial Advisors
Michigan
$5K +$4.59K +112 New
RWM
257
RBA Wealth Management
California
$4.51K +$4.26K +104 New
CCM
258
Copeland Capital Management
Pennsylvania
$3K
EARNEST Partners
259
EARNEST Partners
Georgia
$3K
ACA
260
Atlas Capital Advisors
Wyoming
$2.17K +$2.05K +50 New
GAM
261
Gemmer Asset Management
California
$2K
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$547K -13,359 -100%
IA
263
IFP Advisors
Florida
$1K -$267K -6,519 -100%
MAM
264
Meeder Asset Management
Ohio
$1K
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.11K +27 New
VFA
266
Valeo Financial Advisors
Indiana
$1K +$1.27K +31 New
FGAM
267
Financial Gravity Asset Management
Texas
$29 -$1.56K -38 -97%
CC
268
Coann Capital
Connecticut
-$7.19M -176,254 Closed
BSPF
269
British Steel Pension Fund
United Kingdom
-$5.5M -145,000 Closed
IMCOOI
270
Investment Management Corp of Ontario (IMCO)
Canada
-$5.55M -135,882 Closed
FI
271
Fosun International
China
-$3.54K -52,580 Closed
SFM
272
Signet Financial Management
New Jersey
-$2.15M -52,549 Closed
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
-$1.8M -44,116 Closed
Jane Street
274
Jane Street
New York
-$1.73M -42,231 Closed
TIM
275
Thornburg Investment Management
New Mexico
-$1.53M -37,446 Closed

FTS Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2021, worth a combined $9.87B — up 8.1% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTS positions and 20 closed out — a net gain of 6 holders — while 94 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity International, adding an estimated $170M. The largest seller was Royal Bank of Canada, cutting an estimated $149M.

  • 268 institutional investors held Fortis (FTS) as of Q1 2021, up from 265 in Q4 2020.
  • Funds reported $9.87B of Fortis stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 26 funds opened new Fortis positions in Q1 2021 and 20 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2021 was Fidelity International, an estimated $170M added.
  • The largest Fortis seller in Q1 2021 was Royal Bank of Canada, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.