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Fortis
FTS

262 hedge funds and large institutions have $8.63B invested in Fortis in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $28.5M

11% more capital invested

Capital invested by funds: $7.78B → $8.63B (+$846M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 263 → 262 (-1)

0.72% less ownership

Funds ownership: 54.3% → 53.58% (-0.72%)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
94
Reduced
90
Closed
27
Calls
$92.5M
Puts
$28.5M
Net Calls
+$64M
Net Calls Change
+$50.1M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$67.9M
2
Artisan Partners
Artisan Partners
Wisconsin
+$34.7M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$33.1M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$29.1M
5
Legal & General Group
Legal & General Group
United Kingdom
+$25.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$60.1M
2
QI
QV Investors
Alberta, Canada
-$49.2M
3
Canada Life
Canada Life
Manitoba, Canada
-$42.5M
4
Morgan Stanley
Morgan Stanley
New York
-$41.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$22.1M -$24K -677 -0.1%
Goldman Sachs
52
Goldman Sachs
New York
$22.1M -$10.5M -296,941 -33%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$21.3M +$1.3M +36,627 +7%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$18.8M -$349K -9,830 -2%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$18.8M +$331K +9,323 +2%
AAMU
56
Amundi Asset Management US
Massachusetts
$18.2M -$5.53M -155,748 -24%
HIM
57
Hillsdale Investment Management
Ontario, Canada
$18.2M +$2.9M +81,660 +20%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$18.1M +$246K +6,917 +1%
TIM
59
Thornburg Investment Management
New Mexico
$18.1M -$57.2K -1,612 -0.3%
Geode Capital Management
60
Geode Capital Management
Massachusetts
$16.7M -$4.35M -122,609 -21%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M +$501K +14,100 +3%
BSPF
62
British Steel Pension Fund
United Kingdom
$15.8M +$710K +20,000 +7%
Federated Hermes
63
Federated Hermes
Pennsylvania
$13.7M -$12.4M -350,424 -49%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$13.4M +$7.58M +213,600 +144%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$13M +$2.55M +71,731 +26%
ACI
66
AMP Capital Investors
Australia
$12.6M +$353K +9,937 +3%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$12.4M – – –
HAI
68
Hennessy Advisors Inc
California
$12.4M – – –
Aviva
69
Aviva
United Kingdom
$12M -$372K -10,479 -3%
BONST
70
Bank of Nova Scotia Trust
Ontario, Canada
$11.6M +$38.1K +1,073 +0.3%
FAF
71
Första AP-fonden
Sweden
$11.3M +$841K +23,700 +8%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$11.2M +$5.79M +163,001 +117%
UBS Group
73
UBS Group
Switzerland
$11.1M -$1.07M -30,009 -9%
NEI
74
Northwest & Ethical Investments
Ontario, Canada
$10.9M -$5.12M -144,150 -33%
H
75
Hexavest
Quebec, Canada
$10.5M -$57.9K -1,630 -0.6%
1 2
3
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FTS Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2019, worth a combined $8.63B — up 11% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTS positions and 27 closed out — a net gain of 1 holder — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $67.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $60.1M sold.

  • 262 institutional investors held Fortis (FTS) as of Q1 2019, down from 263 in Q4 2018.
  • Funds reported $8.63B of Fortis stock for Q1 2019, up 11% quarter-over-quarter.
  • 28 funds opened new Fortis positions in Q1 2019 and 27 closed out, a net change of +1 holder.
  • The largest Fortis buyer in Q1 2019 was Toronto Dominion Bank, an estimated $67.9M added.
  • The largest Fortis seller in Q1 2019 was Adage Capital Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2019.