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Fortis
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272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51% → 54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 273 → 272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M

Top Buyers

1
ZP
Zimmer Partners
New York
+$400M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$251M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$117M
4
CS
Credit Suisse
Switzerland
+$98.6M
5
IIM
Intact Investment Management
Quebec, Canada
+$50.6M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$121M
2
Fidelity International
Fidelity International
Bermuda
-$78.6M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$64.9M
4
Morgan Stanley
Morgan Stanley
New York
-$54.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
276
Gotham Asset Management
New York
– -$1.46M -34,584 Closed
JG
277
Jefferies Group
New York
– -$1.25M -29,428 Closed
SI
278
Stephens Inc
Arkansas
– -$830K -19,618 Closed
DTL
279
Dynamic Technology Lab
Singapore
– -$756K -17,848 Closed
TG
280
TCW Group
California
– -$477K -11,260 Closed
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
– -$445K -10,513 Closed
SEC
282
Seven Eight Capital
New York
– -$423K -10,000 Closed
BAM
283
Blueshift Asset Management
New Jersey
– -$359K -8,481 Closed
QT
284
Quantbot Technologies
New York
– -$317K -7,508 Closed
CA
285
Commerzbank Aktiengesellschaft
Germany
– -$252K -5,951 Closed
FA
286
FDx Advisors
Illinois
– -$240K -5,665 Closed
IWP
287
Icon Wealth Partners
Texas
– -$240K -5,665 Closed
UBV
288
United Bank (Virginia)
Virginia
– -$238K -5,621 Closed
FAAS
289
First Allied Advisory Services
California
– -$230K -5,448 Closed
TCM
290
Tuttle Capital Management
Connecticut
– -$224K -5,435 Closed
ALAM
291
Asahi Life Asset Management
Japan
– -$217K -5,120 Closed
Walleye Trading
292
Walleye Trading
New York
– -$205K -4,851 Closed
ECM
293
ETrade Capital Management
Virginia
– -$202K -4,763 Closed
Capital World Investors
294
Capital World Investors
California
– -$131K -3,100 Closed
PCM
295
Price Capital Management
Louisiana
– -$63K -1,500 Closed
PAM
296
Panagora Asset Management
Massachusetts
– -$62K -1,466 Closed
Nomura Asset Management
297
Nomura Asset Management
Japan
– -$34K -800 Closed
TCM
298
Tradewinds Capital Management
Washington
– -$13K -300 Closed
AIS
299
AlphaOne Investment Services
Pennsylvania
– -$6K -137 Closed
TWA
300
TCI Wealth Advisors
Arizona
– -$2K -39 Closed
9 10 11
12
13

FTS Hedge Fund Activity: Q4 2019 in Review

272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q4 2019, worth a combined $10.5B — up 5.4% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTS positions and 33 closed out — a net gain of 9 holders — while 100 added to existing stakes and 85 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $400M. The largest seller was GQG Partners, cutting an estimated $121M.

  • 272 institutional investors held Fortis (FTS) as of Q4 2019, down from 273 in Q3 2019.
  • Funds reported $10.5B of Fortis stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 42 funds opened new Fortis positions in Q4 2019 and 33 closed out, a net change of +9 holders.
  • The largest Fortis buyer in Q4 2019 was Zimmer Partners, an estimated $400M added.
  • The largest Fortis seller in Q4 2019 was GQG Partners, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2019.