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Fortis
FTS

268 hedge funds and large institutions have $9.87B invested in Fortis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.34M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $9.13B → $9.87B (+$743M)

1% more funds holding

Funds holding: 265 → 268 (+3)

0.47% more ownership

Funds ownership: 47.77% → 48.23% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
94
Reduced
103
Closed
20
Calls
$10.9M
Puts
$4.34M
Net Calls
+$6.54M
Net Calls Change
+$12.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$170M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$103M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$84.6M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$51.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$149M
2
Canada Life
Canada Life
Manitoba, Canada
-$99M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$68.9M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$46M
5
IIM
Intact Investment Management
Quebec, Canada
-$30.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
276
Man Group
United Kingdom
– -$1.28M -31,395 Closed
D.E. Shaw & Co
277
D.E. Shaw & Co
New York
– -$1.28M -31,256 Closed
FIM
278
Freedom Investment Management
Connecticut
– -$214K -5,236 Closed
Mitsubishi UFJ Trust & Banking
279
Mitsubishi UFJ Trust & Banking
Japan
– -$171K -4,207 Closed
FTDI
280
First Trust Direct Indexing
Massachusetts
– -$163K -4,002 Closed
ASN
281
Advisory Services Network
Georgia
– -$54K -1,318 Closed
RWA
282
Ropes Wealth Advisors
Massachusetts
– -$41K -1,000 Closed
FC
283
FORA Capital
Florida
– -$23K -575 Closed
OAJ
284
Ogorek Anthony Joseph
New York
– -$9K -225 Closed
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$7K -180 Closed
CAAS
286
Capital Asset Advisory Services
Michigan
– -$1K -27 Closed
ABC
287
Associated Banc-Corp
Wisconsin
– -$1K -21 Closed
8 9 10 11
12

FTS Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2021, worth a combined $9.87B — up 8.1% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTS positions and 20 closed out — a net gain of 6 holders — while 94 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity International, adding an estimated $170M. The largest seller was Royal Bank of Canada, cutting an estimated $149M.

  • 268 institutional investors held Fortis (FTS) as of Q1 2021, up from 265 in Q4 2020.
  • Funds reported $9.87B of Fortis stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 26 funds opened new Fortis positions in Q1 2021 and 20 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2021 was Fidelity International, an estimated $170M added.
  • The largest Fortis seller in Q1 2021 was Royal Bank of Canada, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.