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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: 33 (0)

0% less funds holding

Funds holding: 263262 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$10.3M +$789K +22,223 +9%
Allianz Asset Management
77
Allianz Asset Management
Germany
$9.14M -$7.05M -198,501 -45%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$8.89M -$4.66M -131,120 -35%
FWCM
79
Ferguson Wellman Capital Management
Oregon
$8.87M +$203K +5,720 +2%
TA
80
Tiedemann Advisors
New York
$8.8M -$42.6K -1,200 -0.5%
Citigroup
81
Citigroup
New York
$8.68M +$2.29M +64,589 +38%
BCM
82
Barometer Capital Management
Ontario, Canada
$8.64M +$5.48M +154,400 +753%
Assenagon Asset Management
83
Assenagon Asset Management
Luxembourg
$8.44M +$7.06M +198,869 +681%
OTPPB
84
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.21M +$238K +6,711 +3%
MHI
85
Miller Howard Investments
New York
$7.23M -$8.59K -242 -0.1%
RCYC
86
Richard C. Young & Co
Rhode Island
$6.79M +$311K +8,772 +5%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$6.71M -$351K -9,900 -5%
HAM
88
Highstreet Asset Management
Ontario, Canada
$6.65M -$11.4M -322,335 -64%
Axa
89
Axa
France
$6.31M -$821K -23,136 -12%
BG
90
Bollard Group
Massachusetts
$6.15M +$34.6K +976 +0.6%
Wells Fargo
91
Wells Fargo
California
$6.03M -$261K -7,357 -4%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$5.97M -$1.58M -44,505 -22%
Point72 Asset Management
93
Point72 Asset Management
Connecticut
$5.55M +$5.33M +150,000 New
Barclays
94
Barclays
United Kingdom
$5.3M -$267K -7,519 -5%
BA
95
Bridgewater Associates
Connecticut
$5.05M -$1.15M -32,331 -19%
GCAC
96
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.02M +$73.9K +2,081 +2%
APG Asset Management
97
APG Asset Management
Netherlands
$5.01M +$52.1K +1,468 +1%
Dimensional Fund Advisors
98
Dimensional Fund Advisors
Texas
$4.9M +$625K +17,599 +15%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$4.78M +$92.6K +2,608 +2%
SHA
100
Shelter Harbor Advisors
Connecticut
$4.62M -$3.55M -100,000 -44%

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.