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Fortis
FTS

Overview Fund Activity

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
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
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
1
Toronto Dominion Bank
Ontario, Canada
$334M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$61M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$58.4M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$50.8M
5
IIM
5
Intact Investment Management
Quebec, Canada
$46.5M

Top Sellers

1
QI
1
QV Investors
Alberta, Canada
$143M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$59.8M
4
Canada Life
4
Canada Life
Manitoba, Canada
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$4.45M +$3.8M +102,703 +588%
HM
102
Heronetta Management
New York
$3.95M – – –
PIC
103
Portland Investment Counsel
Ontario, Canada
$3.79M +$3.79M +102,614 New
RJA
104
Raymond James & Associates
Florida
$3.72M +$17.1K +462 +0.5%
MSV
105
MN Services Vermogensbeheer
Netherlands
$3.62M +$64.2K +1,300 +2%
CFSG
106
Community Financial Services Group
Vermont
$3.53M +$133K +3,587 +4%
AllianceBernstein
107
AllianceBernstein
Tennessee
$3.53M -$46.1K -1,246 -1%
DR
108
Davis Rea
Ontario, Canada
$3.49M -$119K -3,219 -3%
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$3.42M +$51.7K +1,398 +2%
AII
110
AGF Investments Inc
Ontario, Canada
$2.8M -$2.82M -76,367 -50%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$2.54M -$45.3K -1,226 -2%
BTS
112
BB&T Securities
Virginia
$2.23M +$80.2K +2,167 +4%
CAM
113
Concorde Asset Management
Michigan
$2.22M – – –
JFL
114
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.15M -$1.22M -33,064 -36%
ZIG
115
Zurich Insurance Group
Switzerland
$2.04M +$1.42M +38,458 +229%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.9M +$271K +7,329 +17%
CCB
117
Cutter & Co Brokerage
Missouri
$1.88M +$4.7K +127 +0.3%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$1.8M +$92.2K +2,492 +5%
CQS
119
Credential Qtrade Securities
$1.75M -$458K -12,399 -21%
Wellington Management Group
120
Wellington Management Group
Massachusetts
$1.53M +$1.53M +41,405 New
Marshall Wace
121
Marshall Wace
United Kingdom
$1.52M +$1.52M +41,000 New
State Street
122
State Street
Massachusetts
$1.49M – – –
SAM
123
Shell Asset Management
Netherlands
$1.4M +$37K +1,000 +3%
N
124
Natixis
France
$1.37M -$317K -8,538 -19%
Millennium Management
125
Millennium Management
New York
$1.33M -$185K -4,990 -12%
3 4
5
6 7