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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
Bank of America
North Carolina
$75.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$4.05K – – –
BC
252
Bartlett & Co
Ohio
$4K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +99 New
MWM
254
Mascoma Wealth Management
New Hampshire
$3.65K -$1.69K -42 -32%
BCMLT
255
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.53K – – –
MLA
256
MB, Levis & Associates
Pennsylvania
$3.32K – – –
PTC
257
Private Trust Company
Ohio
$3.23K – – –
EARNEST Partners
258
EARNEST Partners
Georgia
$3.19K – – –
CCM
259
Copeland Capital Management
Pennsylvania
$2.46K – – –
WP
260
WealthPLAN Partners
Nebraska
$1.94K – – –
PCM
261
Penserra Capital Management
California
$1K – – –
GRP
262
Global Retirement Partners
California
$819 – – –
AWM
263
Avior Wealth Management
Nebraska
$689 – – –
TWD
264
True Wealth Design
Ohio
$345 – – –
GWSG
265
GPS Wealth Strategies Group
Colorado
$43 – – –
HNB
266
Huntington National Bank
Ohio
$43 – – –
CFD
267
Creative Financial Designs
Indiana
$18 -$18 – –
E
268
Ergoteles
New York
– -$1.62M -159,138 Closed
Point72 Asset Management
269
Point72 Asset Management
Connecticut
– -$3.48M -82,700 Closed
RBA
270
Richard Bernstein Advisors
New York
– -$2.87M -67,467 Closed
ATN
271
AMF Tjänstepension
Sweden
– -$2.54M -59,803 Closed
CWM
272
CIBC World Markets
New York
– -$2.97M -51,631 Closed
WBC
273
Westpac Banking Corp
Australia
– -$2.03M -35,367 Closed
VI
274
Vestcor Inc
New Brunswick, Canada
– -$644K -15,133 Closed
PI
275
PEAK6 Investments
Illinois
– -$637K -14,975 Closed
8 9 10
11
12