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Fortis
FTS

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
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2M +$2.81M +68,615 +9%
AC
52
Addenda Capital
Quebec, Canada
$31.9M +$1.83M +44,855 +6%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$29.1M +$5.35M +130,783 +23%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.5M +$6.09M +148,800 +28%
EPFB
55
Employees Provident Fund Board
Malaysia
$27.5M +$20.9M +510,000 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$26.9M -$10.5K -257 -0%
Allianz Asset Management
57
Allianz Asset Management
Germany
$26.8M +$16.5M +402,429 +166%
VPI
58
Value Partners Investments
Manitoba, Canada
$25.4M +$25.1M +612,552 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$22.4M +$87.6K +2,142 +0.4%
UBS Group
60
UBS Group
Switzerland
$20.1M +$3.9M +95,333 +25%
AAMU
61
Amundi Asset Management US
Massachusetts
$19.6M -$163K -3,976 -0.8%
DZ Bank
62
DZ Bank
Germany
$19.4M +$261K +6,393 +1%
TIM
63
Thornburg Investment Management
New Mexico
$19.2M -$44.6K -1,090 -0.2%
SO
64
STRS Ohio
Ohio
$19M +$2.9M +70,800 +18%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$18M – – –
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$16.8M -$409K -9,999 -2%
Massachusetts Financial Services
67
Massachusetts Financial Services
Massachusetts
$16.4M -$5.05M -123,450 -24%
BONST
68
Bank of Nova Scotia Trust
Ontario, Canada
$16.1M -$514K -12,559 -3%
MSV
69
MN Services Vermogensbeheer
Netherlands
$16.1M +$540K +13,200 +4%
ACI
70
AMP Capital Investors
Australia
$15.9M -$1.24M -30,289 -7%
AG
71
Aperio Group
California
$15M -$230K -5,617 -2%
BSPF
72
British Steel Pension Fund
United Kingdom
$15M +$1.64M +40,000 +13%
MGIM
73
M&G Investment Management
United Kingdom
$14.1M +$13.8M +337,833 New
HIM
74
Hillsdale Investment Management
Ontario, Canada
$13.4M -$669K -16,360 -5%
Citigroup
75
Citigroup
New York
$12.5M +$3.19M +78,089 +35%
1 2
3
4 5

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.