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Fortis
FTS

Overview Fund Activity

245 hedge funds and large institutions have $7.39B invested in Fortis in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
24
Increased
84
Reduced
94
Closed
29
Calls
$10.3M
Puts
$5.96M
Net Calls
+$4.31M
Net Calls Change
-$15.4M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$90.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.11B
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34.6M
4
Citadel Advisors
Citadel Advisors
Florida
$33.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$31.2M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
2
UBS AM
UBS AM
Illinois
$981K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$784M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.65M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$464K -$16.3K -504 -3%
N
152
Natixis
France
$458K -$1.36M -41,845 -75%
PCM
153
Parsons Capital Management
Rhode Island
$446K -$95.4K -2,939 -18%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$442K -$24.3K -749 -5%
SIA
155
Sit Investment Associates
Minnesota
$439K -$79.3K -2,444 -15%
BOH
156
Bank of Hawaii
Hawaii
$435K +$5.73K +177 +1%
VNA
157
Valley National Advisers
Pennsylvania
$428K – – –
AG
158
Advisor Group
Arizona
$413K +$252K +7,767 +157%
CGT
159
Capital Guardian Trust
California
$405K +$305K +9,400 +303%
CCMIC
160
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$366K +$13K +400 +4%
FA
161
FDx Advisors
Illinois
$362K -$23.2K -715 -6%
DIM
162
DC Investments Management
Virginia
$360K +$12.7K +391 +4%
VFA
163
Voya Financial Advisors
Connecticut
$348K +$6.95K +216 +2%
IWA
164
Intercontinental Wealth Advisors
Texas
$348K +$348K +10,743 New
PP
165
Paloma Partners
Connecticut
$343K +$343K +10,560 New
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$341K +$32 +1 +0%
HW
167
Hedeker Wealth
Illinois
$336K – – –
CAM
168
Claret Asset Management
Quebec, Canada
$325K +$13K +402 +4%
SI
169
Stephens Inc
Arkansas
$323K -$34.7K -1,069 -10%
US Bancorp
170
US Bancorp
Minnesota
$308K +$42K +1,294 +16%
FBC
171
Fairfield, Bush & Co
Connecticut
$293K – – –
CB
172
Chemical Bank
Michigan
$289K – – –
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$285K – – –
AIG
174
American International Group
New York
$278K +$278K +8,562 New
GIBU
175
Gulf International Bank (UK)
United Kingdom
$258K -$4.32M -133,147 -94%
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