FTS icon

Fortis
FTS

Overview Fund Activity

272 hedge funds and large institutions have $11.5B invested in Fortis in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+17
Holders Change %
+6.67%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
96
Reduced
94
Closed
16
Calls
$17M
Puts
$56M
Net Calls
-$39M
Net Calls Change
-$22.1M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$313M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$410M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61B
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$611M
2
Fidelity International
2
Fidelity International
Bermuda
$813M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$246M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$440M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Allworth Financial
California
$8K – – –
FHA
252
First Horizon Advisors
Tennessee
$6K – – –
PB
253
Pinnacle Bancorp
Nebraska
$6K – – –
SIC
254
SJS Investment Consulting
Ohio
$6K +$6K +133 New
CFGS
255
Concourse Financial Group Securities
Alabama
$5K – – –
AA
256
Addison Advisors
Vermont
$5K – – –
PMFA
257
Plante Moran Financial Advisors
Michigan
$5K – – –
NF
258
Norwood Financial
Pennsylvania
$5K +$5K +112 New
PPWM
259
PFG Private Wealth Management
Florida
$4K – – –
EARNEST Partners
260
EARNEST Partners
Georgia
$4K – – –
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$3K -$923 -16 -24%
CCM
262
Copeland Capital Management
Pennsylvania
$3K – – –
TFGT
263
TS Financial Group (TSFG)
Illinois
$3K – – –
EWA
264
EverSource Wealth Advisors
Alabama
$3K +$3K +56 New
ACA
265
Atlas Capital Advisors
Wyoming
$2.41K – – –
GAM
266
Gemmer Asset Management
California
$2K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +46 New
IA
268
IFP Advisors
Florida
$1K – – –
TFM
269
TFC Financial Management
Massachusetts
$1K – – –
FMP
270
Financial Management Professionals
Texas
$1K +$1K +22 New
FGAM
271
Financial Gravity Asset Management
Texas
$33 +$32 +47 +4,700%
BC
272
Brookfield Corp
Ontario, Canada
– -$8.61M -194,500 Closed
Allianz Asset Management
273
Allianz Asset Management
Germany
– -$7.08M -159,535 Closed
ZP
274
Zimmer Partners
New York
– -$842K -18,979 Closed
SIA
275
Sit Investment Associates
Minnesota
– -$600K -13,530 Closed
8 9 10
11
12