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Fortis
FTS

Overview Fund Activity

227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$39.6M
2
Franklin Resources
2
Franklin Resources
California
$132M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$948M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$59.3M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$320M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.03B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$214M
3
Jennison Associates
3
Jennison Associates
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
UBWV
126
United Bank (West Virginia)
West Virginia
$1.02M 28,423 – –
SB
127
Suntrust Banks
Georgia
$1.01M 28,090 +762 +3%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$921K 25,749 -835 -3%
DWM
129
Dorchester Wealth Management
Quebec, Canada
$883K 24,599 +1,087 +5%
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$777K 21,692 -28,584 -57%
QI
131
QS Investors
New York
$762K 21,306 -2,359 -10%
IA
132
IFP Advisors
Florida
$720K 20,138 +47 +0.2%
SCM
133
Stevens Capital Management
Pennsylvania
$716K 20,026 +20,026 New
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$712K 19,914 -3,690 -16%
FMT
135
First Mercantile Trust
Tennessee
$694K 19,395 -117 -0.6%
TA
136
Tiedemann Advisors
New York
$662K 18,520 +1,300 +8%
OMCS
137
Old Mutual Customised Solutions
South Africa
$657K 18,342 – –
PCM
138
Parsons Capital Management
Rhode Island
$625K 17,466 – –
NIMI
139
Natixis Investment Managers International
France
$616K 17,190 – –
RJFSA
140
Raymond James Financial Services Advisors
Florida
$602K 16,755 +537 +3%
SIA
141
Sit Investment Associates
Minnesota
$571K 15,974 -400 -2%
JG
142
Jefferies Group
New York
$562K 19,500 +19,500 New
BCM
143
BlueCrest Capital Management
Jersey
$543K 15,178 +15,178 New
Ameriprise
144
Ameriprise
Minnesota
$542K 15,157 +390 +3%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$527K 14,743 +579 +4%
Dimensional Fund Advisors
146
Dimensional Fund Advisors
Texas
$474K 13,238 – –
MGIA
147
Moneta Group Investment Advisors
Missouri
$444K 12,408 – –
PPA
148
Parametric Portfolio Associates
Washington
$444K 12,411 +105 +0.9%
QC
149
Quadrature Capital
United Kingdom
$427K 11,900 +11,900 New
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$418K 11,665 +51 +0.4%
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