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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
KOCAA
101
Knights of Columbus Asset Advisors
Connecticut
$4.24M +$193K +4,702 +5%
CFSG
102
Community Financial Services Group
Vermont
$4.22M +$85.7K +2,092 +2%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$3.8M -$178K -4,343 -5%
AII
104
AGF Investments Inc
Ontario, Canada
$3.79M -$17M -414,405 -83%
SAM
105
Shell Asset Management
Netherlands
$3.44M -$746K -18,212 -19%
Wellington Management Group
106
Wellington Management Group
Massachusetts
$3.4M -$58.6K -1,430 -2%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$3.34M +$1.11M +27,144 +54%
VF
108
Virtu Financial
New York
$3.33M +$3.15M +76,811 New
AllianceBernstein
109
AllianceBernstein
Tennessee
$3.33M -$1.05M -25,705 -25%
DR
110
Davis Rea
Ontario, Canada
$3.23M -$189K -4,603 -6%
BCV
111
Banque Cantonale Vaudoise
Switzerland
$3.05M -$294K -7,173 -9%
VanEck Associates
112
VanEck Associates
New York
$2.82M +$221K +5,386 +9%
UIM
113
USS Investment Management
United Kingdom
$2.73M
American Century Companies
114
American Century Companies
Missouri
$2.55M +$45.8K +1,117 +2%
RJA
115
Raymond James & Associates
Florida
$2.47M -$6.83M -166,720 -75%
YIH
116
Y-Intercept (HK)
Hong Kong
$2.35M +$1.89M +46,023 New
Millennium Management
117
Millennium Management
New York
$2.25M -$3.64M -88,875 -63%
Assenagon Asset Management
118
Assenagon Asset Management
Luxembourg
$2.12M +$2M +48,784 New
Stifel Financial
119
Stifel Financial
Missouri
$2.04M -$1.4M -34,071 -42%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$2M -$7.54M -184,000 -80%
WBC
121
Westpac Banking Corp
Australia
$1.93M
APG Asset Management
122
APG Asset Management
Netherlands
$1.92M -$8.06M -196,763 -79%
VNA
123
Valley National Advisers
Pennsylvania
$1.92M
NIM
124
Nexus Investment Management
Ontario, Canada
$1.89M +$24.6K +600 +1%
LBD
125
Landsberg Bennett & Dubbaneh
Florida
$1.85M +$80.8K +1,972 +5%

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.