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Fortis
FTS

Overview Fund Activity

274 hedge funds and large institutions have $11.8B invested in Fortis in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
107
Reduced
90
Closed
24
Calls
$29.7M
Puts
$57.2M
Net Calls
-$27.5M
Net Calls Change
+$11.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$430M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190M
3
OAC
OMERS Administration Corp
Ontario, Canada
$95.8M
4
Morgan Stanley
Morgan Stanley
New York
$94M
5
CIPU
Caledonia Investments plc (UK)
United Kingdom
$21.4M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$312M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$535M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$991M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59B
5
Legal & General Group
Legal & General Group
United Kingdom
$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
251
Pinnacle Bancorp
Nebraska
$6K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$6K +$3.21K +60 +115%
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$6K +132 New
AA
254
Addison Advisors
Vermont
$5K – – –
BC
255
Bartlett & Co
Ohio
$5K +$5K +94 New
Optiver Holding
256
Optiver Holding
Netherlands
$5K +$5K +102 New
BCWM
257
Bartlett & Co Wealth Management
Ohio
$4.65K +$4.65K +94 New
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$4K -$16.9K -342 -81%
PPWM
259
PFG Private Wealth Management
Florida
$4K – – –
EARNEST Partners
260
EARNEST Partners
Georgia
$4K – – –
LFG
261
Larson Financial Group
Missouri
$4K +$4K +75 New
FPS
262
Fieldpoint Private Securities
Connecticut
$4K +$4K +88 New
CCM
263
Copeland Capital Management
Pennsylvania
$3K – – –
TFGT
264
TS Financial Group (TSFG)
Illinois
$3K – – –
EWA
265
EverSource Wealth Advisors
Alabama
$3K – – –
ACA
266
Atlas Capital Advisors
Wyoming
$2.48K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFM
268
TFC Financial Management
Massachusetts
$2K – – –
GAM
269
Gemmer Asset Management
California
$1K – – –
MAM
270
Meeder Asset Management
Ohio
$1K +$1K +25 New
DHGWA
271
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1K +27 New
Macquarie Group
272
Macquarie Group
Australia
$75 – – –
FGAM
273
Financial Gravity Asset Management
Texas
$34 +$1 +2 +4%
Two Sigma Advisers
274
Two Sigma Advisers
New York
– -$20.7M -429,675 Closed
MSC
275
MUFG Securities (Canada)
New York
– -$12.2M -252,644 Closed
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