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Fortis
FTS

Overview Fund Activity

263 hedge funds and large institutions have $7.78B invested in Fortis in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+18
Holders Change %
+7.35%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
86
Reduced
92
Closed
21
Calls
$34.9M
Puts
$21M
Net Calls
+$13.9M
Net Calls Change
+$9.61M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$153M
2
Fidelity International
Fidelity International
Bermuda
$458M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.9M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.9M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$60M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$677M
2
Morgan Stanley
Morgan Stanley
New York
$388M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.56M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$238M
5
QI
QV Investors
Alberta, Canada
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
151
Conning Inc
Connecticut
$610K -$462K -13,855 -43%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$576K -$65.3K -1,978 -10%
ZIG
153
Zurich Insurance Group
Switzerland
$559K +$559K +16,774 New
VNA
154
Valley National Advisers
Pennsylvania
$537K +$95.8K +2,871 +22%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$534K -$14.2K -426 -3%
DIM
156
DC Investments Management
Virginia
$522K +$151K +4,537 +41%
T. Rowe Price Associates
157
T. Rowe Price Associates
Maryland
$519K +$7K +210 +1%
SIA
158
Sit Investment Associates
Minnesota
$451K – – –
Two Sigma Investments
159
Two Sigma Investments
New York
$442K -$4.48M -134,080 -91%
SSA
160
Schonfeld Strategic Advisors
New York
$437K +$437K +13,100 New
RJFSA
161
Raymond James Financial Services Advisors
Florida
$429K -$24.8K -743 -5%
BOH
162
Bank of Hawaii
Hawaii
$425K -$22.7K -682 -5%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$424K +$205K +6,149 +93%
AG
164
Advisor Group
Arizona
$423K -$2.82K -84 -0.7%
CGT
165
Capital Guardian Trust
California
$417K – – –
FIM
166
Freedom Investment Management
Connecticut
$409K -$68.3K -2,047 -14%
SI
167
Stephens Inc
Arkansas
$408K +$75.5K +2,263 +23%
CCMIC
168
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$399K +$22.5K +675 +6%
US Bancorp
169
US Bancorp
Minnesota
$362K +$45.4K +1,361 +14%
VFA
170
Voya Financial Advisors
Connecticut
$357K +$297 +9 +0.1%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$351K – – –
HW
172
Hedeker Wealth
Illinois
$346K – – –
CA
173
Commerzbank Aktiengesellschaft
Germany
$345K +$345K +10,339 New
CAM
174
Claret Asset Management
Quebec, Canada
$342K +$6.88K +206 +2%
IWA
175
Intercontinental Wealth Advisors
Texas
$332K -$26.5K -794 -7%
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7
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