We are live on ! Find out more

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: 265268 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AT
51
AMF Tjänstepension
Sweden
$17.1M -$82.7K -2,018 -0.5%
Goldman Sachs
52
Goldman Sachs
New York
$17M +$817K +19,947 +5%
IIM
53
Intact Investment Management
Quebec, Canada
$15.8M -$30.7M -750,400 -72%
BlackRock
54
BlackRock
New York
$15.6M +$14.6M +357,073 +12,133%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$15M
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$14.8M +$2.91M +71,121 +26%
Allianz Asset Management
57
Allianz Asset Management
Germany
$14.7M -$3.71M -90,561 -21%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$14.5M -$1.02M -24,801 -7%
Citigroup
59
Citigroup
New York
$13.1M -$5.71M -139,269 -32%
CGH
60
Crossmark Global Holdings
Texas
$12.7M +$9.34M +227,981 +354%
Kayne Anderson Rudnick Investment Management
61
Kayne Anderson Rudnick Investment Management
California
$12.7M -$117K -2,866 -1%
QC
62
Quadrature Capital
United Kingdom
$12.6M +$6.64M +162,100 +125%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$11.9M +$5.65M +137,800 +100%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$11.9M +$6.75M +164,730 +151%
ACI
65
AMP Capital Investors
Australia
$11.5M -$185K -4,509 -2%
RCYC
66
Richard C. Young & Co
Rhode Island
$11.4M +$588K +14,357 +6%
MSC
67
MUFG Securities (Canada)
New York
$10.8M +$37K +904 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.6M +$9.54M +232,857 +2,162%
BCM
69
Barometer Capital Management
Ontario, Canada
$10.3M +$5.95M +145,320 +330%
Federated Hermes
70
Federated Hermes
Pennsylvania
$10.2M -$53.4K -1,303 -0.6%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$10.1M +$9.43M +230,025 +6,321%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$9.15M -$1.48M -36,165 -15%
HAI
73
Hennessy Advisors Inc
California
$8.8M -$123K -3,000 -1%
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$8.4M -$294K -7,169 -4%
FAF
75
Första AP-fonden
Sweden
$8.11M +$848K +20,700 +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.