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Fortis
FTS

Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
126
Tacita Capital
Ontario, Canada
$1.8M 42,472 -2,480 -6%
HighTower Advisors
127
HighTower Advisors
Illinois
$1.78M 41,485 +5,378 +15%
BNP Paribas Asset Management
128
BNP Paribas Asset Management
France
$1.76M 30,631 +1,225 +4%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.72M 40,551 +3,700 +10%
DR
130
Davis Rea
Ontario, Canada
$1.64M 38,734 -4,455 -10%
E
131
Ergoteles
New York
$1.62M 159,138 +159,138 New
AM
132
AGF Management
Ontario, Canada
$1.58M 37,231 – –
Citadel Advisors
133
Citadel Advisors
Florida
$1.57M 36,804 +24,386 +196%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$1.54M 36,103 +7,173 +25%
RJA
135
Raymond James & Associates
Florida
$1.5M 35,154 -420 -1%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$1.48M 34,833 +34,833 New
LPL Financial
137
LPL Financial
California
$1.43M 33,601 +2,528 +8%
AC
138
Addison Capital
Pennsylvania
$1.38M 32,517 -6,000 -16%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$1.36M 32,028 +4,221 +15%
JFL
140
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.34M 31,475 -3,755 -11%
PAMP
141
Polar Asset Management Partners
Ontario, Canada
$1.27M 30,000 -185,000 -86%
CAM
142
Concorde Asset Management
Michigan
$1.23M 29,000 – –
Stifel Financial
143
Stifel Financial
Missouri
$1.22M 28,674 +242 +0.9%
LMIM
144
Lockheed Martin Investment Management
Maryland
$1.21M 28,500 – –
CP
145
Cumberland Partners
Ontario, Canada
$1.11M 26,100 +4,400 +20%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$1.03M 24,256 +167 +0.7%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$1.02M 24,091 -800 -3%
Baillie Gifford & Co
148
Baillie Gifford & Co
United Kingdom
$1.02M 23,917 – –
JGUA
149
John G. Ullman & Associates
New York
$995K 23,400 – –
MGP
150
Metis Global Partners
California
$903K 21,232 +6,067 +40%
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