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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
UBS Group
76
UBS Group
Switzerland
$7.91M -$5.79M -141,314 -44%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$7.48M +$186K +4,551 +3%
BG
78
Bollard Group
Massachusetts
$6.97M +$25.8K +630 +0.4%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$6.92M -$385K -9,384 -6%
Aviva
80
Aviva
United Kingdom
$6.77M +$109K +2,655 +2%
Northern Trust
81
Northern Trust
Illinois
$6.7M +$780K +19,034 +14%
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
$6.68M +$6.31M +154,000 New
DZ Bank
83
DZ Bank
Germany
$6.6M +$2.45M +59,729 +65%
Barclays
84
Barclays
United Kingdom
$6.55M +$14.3K +348 +0.2%
CQS
85
Credential Qtrade Securities
$6.06M +$256K +6,249 +5%
LBA
86
Letko, Brosseau & Associates
Quebec, Canada
$6.03M -$1.91M -46,700 -25%
NEI
87
Northwest & Ethical Investments
Ontario, Canada
$5.96M +$25.1K +612 +0.4%
IMPI
88
Ilmarinen Mutual Pension Insurance
Finland
$5.82M -$369K -9,000 -6%
AAF
89
Andra AP-fonden
Sweden
$5.67M -$135K -3,300 -3%
MHI
90
Miller Howard Investments
New York
$5.58M -$991K -24,193 -16%
Wells Fargo
91
Wells Fargo
California
$4.85M -$454K -11,086 -9%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$4.81M -$258K -6,300 -5%
BC
93
Brookfield Corp
Ontario, Canada
$4.7M +$1.57M +38,200 +54%
AAMU
94
Amundi Asset Management US
Massachusetts
$4.7M -$2.19M -53,501 -33%
BFS
95
Baskin Financial Services
Ontario, Canada
$4.62M +$186K +4,534 +4%
EIP
96
Energy Income Partners
Connecticut
$4.57M -$446K -10,879 -9%
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$4.5M +$750K +18,308 +21%
GCAC
98
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.42M +$247K +6,028 +6%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$4.39M +$1.02M +24,950 +33%
HM
100
Heronetta Management
New York
$4.36M

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.