Fortis
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.
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)
Top Buyers
Top Sellers
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$121M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$78.6M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$64.9M |
| 4 |
Morgan Stanley
New York
|
-$54.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$47.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
301
Creative Financial Designs
Kokomo,
Indiana
| – | -$1K | -32 | Closed |
|
302
Credit Agricole
Montrouge Cedex,
France
| – | +$41 | +1 | +33% |
|
|
OSAM
303
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$327 | +8 | New |
|
|
LWM
304
Liberty Wealth Management
Oakland,
California
| – | +$573 | +14 | New |
|
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.