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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
5
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
4
Bank of America
North Carolina
$75.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$1.78M +$268K +6,209 +18%
AllianceBernstein
127
AllianceBernstein
Tennessee
$1.66M -$572K -13,279 -26%
DR
128
Davis Rea
Ontario, Canada
$1.64M -$34.1K -790 -2%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$1.61M -$142K -2,479 -8%
AM
130
AGF Management
Ontario, Canada
$1.6M -$9.31K -216 -0.6%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$1.58M +$22K +510 +1%
Creative Planning
132
Creative Planning
Kansas
$1.46M +$550K +12,775 +61%
AC
133
Addison Capital
Pennsylvania
$1.4M – – –
Stifel Financial
134
Stifel Financial
Missouri
$1.39M +$151K +3,500 +12%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.38M -$3.53K -82 -0.3%
LMIM
136
Lockheed Martin Investment Management
Maryland
$1.37M +$142K +3,300 +12%
JFL
137
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.37M +$13.7K +317 +1%
Jane Street
138
Jane Street
New York
$1.33M -$2.09M -48,557 -61%
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$1.28M +$245K +5,688 +24%
Arrowstreet Capital
140
Arrowstreet Capital
Massachusetts
$1.26M +$1.26M +29,330 New
CAM
141
Concorde Asset Management
Michigan
$1.25M – – –
N
142
Natixis
France
$1.24M -$596K -13,817 -32%
PAMP
143
Polar Asset Management Partners
Ontario, Canada
$1.08M -$216K -5,000 -17%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M +$1.02M +23,722 New
JGUA
145
John G. Ullman & Associates
New York
$1.01M – – –
CP
146
Cumberland Partners
Ontario, Canada
$1M -$125K -2,900 -11%
S
147
SignatureFD
Georgia
$990K +$108K +2,508 +12%
BHPW
148
Beverly Hills Private Wealth
California
$973K +$595K +14,815 +157%
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$961K -$77.6K -1,800 -7%
GC
150
Guggenheim Capital
Illinois
$953K +$372K +8,627 +64%
4 5
6
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