FTS icon

Fortis
FTS

Overview Fund Activity

272 hedge funds and large institutions have $8.6B invested in Fortis in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-13
Holders Change %
-4.56%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
101
Reduced
99
Closed
40
Calls
$23.3M
Puts
$64.5M
Net Calls
-$41.3M
Net Calls Change
+$3.23M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$440M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$502M
3
IIM
3
Intact Investment Management
Quebec, Canada
$37.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$55.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$679M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$524M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$112M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.15B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Column Capital Advisors
Indiana
$7K +$7K +194 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$6K +$3.24K +88 +117%
CFGS
253
Concourse Financial Group Securities
Alabama
$5K -$2.07K -50 -29%
PB
254
Pinnacle Bancorp
Nebraska
$5K – – –
AF
255
Advisornet Financial
Minnesota
$4K -$20.2K -506 -83%
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K -$2.44K -50 -38%
ETC
257
Exchange Traded Concepts
Oklahoma
$4K -$1.69K -43 -30%
NF
258
Norwood Financial
Pennsylvania
$4K – – –
AA
259
Addison Advisors
Vermont
$4K – – –
BC
260
Bartlett & Co
Ohio
$4K – – –
BCWM
261
Bartlett & Co Wealth Management
Ohio
$3.57K – – –
PTC
262
Private Trust Company
Ohio
$3K – – –
PPWM
263
PFG Private Wealth Management
Florida
$3K – – –
EARNEST Partners
264
EARNEST Partners
Georgia
$3K – – –
LFG
265
Larson Financial Group
Missouri
$3K – – –
UB
266
UMB Bank
Missouri
$2K -$7.87K -177 -80%
CCM
267
Copeland Capital Management
Pennsylvania
$2K -$421 -12 -17%
FHA
268
First Horizon Advisors
Tennessee
$2K – – –
GRP
269
Global Retirement Partners
California
$1K -$444 -16 -31%
TFM
270
TFC Financial Management
Massachusetts
$1K – – –
FGAM
271
Financial Gravity Asset Management
Texas
$26 -$6 -9 -19%
MGIM
272
M&G Investment Management
United Kingdom
– -$10.5K -222,219 Closed
BC
273
Brookfield Corp
Ontario, Canada
– -$8.83M -186,750 Closed
BCM
274
Barometer Capital Management
Ontario, Canada
– -$7.12M -116,200 Closed
Twin Tree Management
275
Twin Tree Management
Texas
– -$1.85M -39,156 Closed
9 10
11
12 13