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Fortis
FTS

Overview Fund Activity

285 hedge funds and large institutions have $10.7B invested in Fortis in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+11
Holders Change %
+4.01%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
108
Reduced
93
Closed
22
Calls
$23.5M
Puts
$68M
Net Calls
-$44.5M
Net Calls Change
-$17M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$413M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$533M
3
Fidelity International
3
Fidelity International
Bermuda
$862M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237M
5
GQG Partners
5
GQG Partners
Florida
$442M

Top Sellers

1
VPI
1
Value Partners Investments
Manitoba, Canada
$5.69M
2
GC
2
Guardian Capital
Ontario, Canada
$43.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$478M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$288M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
251
Hexagon Capital Partners
Arkansas
$16K +$16K +328 New
HI
252
Harbour Investments
Wisconsin
$16K +$16K +339 New
CWP
253
Concord Wealth Partners
Virginia
$14K – – –
AF
254
Allworth Financial
California
$14K +$6.29K +129 +82%
CBT
255
CoreFirst Bank & Trust
Kansas
$14K +$14K +300 New
AIL
256
AGF Investments LLC
Ontario, Canada
$13K – – –
FMP
257
Financial Management Professionals
Texas
$11K +$1.81K +38 +20%
MGIM
258
M&G Investment Management
United Kingdom
$10.5K +$80 +1,693 +0.8%
UB
259
UMB Bank
Missouri
$10K – – –
Optiver Holding
260
Optiver Holding
Netherlands
$9K +$4.24K +91 +89%
CFGS
261
Concourse Financial Group Securities
Alabama
$8K +$2.76K +59 +53%
ETC
262
Exchange Traded Concepts
Oklahoma
$7K -$4.1K -85 -37%
PB
263
Pinnacle Bancorp
Nebraska
$6K – – –
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
AA
265
Addison Advisors
Vermont
$5K – – –
NF
266
Norwood Financial
Pennsylvania
$5K – – –
BCWM
267
Bartlett & Co Wealth Management
Ohio
$4.44K – – –
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$4K -$320 -6 -7%
FPS
269
Fieldpoint Private Securities
Connecticut
$4K -$190 -4 -5%
PPWM
270
PFG Private Wealth Management
Florida
$4K – – –
BC
271
Bartlett & Co
Ohio
$4K – – –
LFG
272
Larson Financial Group
Missouri
$4K – – –
PTC
273
Private Trust Company
Ohio
$4K +$4K +75 New
CCM
274
Copeland Capital Management
Pennsylvania
$3K – – –
EARNEST Partners
275
EARNEST Partners
Georgia
$3K – – –
9 10
11
12 13