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Fortis
FTS

Overview Fund Activity

262 hedge funds and large institutions have $8.63B invested in Fortis in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
94
Reduced
90
Closed
27
Calls
$92.5M
Puts
$28.5M
Net Calls
+$64M
Net Calls Change
+$50.1M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$334M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$61M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$58.4M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$50.8M
5
IIM
5
Intact Investment Management
Quebec, Canada
$46.5M

Top Sellers

1
QI
1
QV Investors
Alberta, Canada
$143M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$59.8M
4
Canada Life
4
Canada Life
Manitoba, Canada
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
151
Commonwealth Bank of Australia
Australia
$674K +$653K +17,802 +3,179%
SGI
152
Summit Global Investments
Utah
$643K +$643K +17,385 New
VNA
153
Valley National Advisers
Pennsylvania
$595K – – –
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$581K -$11.7K -317 -2%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$581K +$5.36K +145 +0.9%
DIM
156
DC Investments Management
Virginia
$579K – – –
SI
157
Stephens Inc
Arkansas
$555K +$103K +2,770 +23%
GC
158
Guggenheim Capital
Illinois
$539K -$282K -7,616 -34%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$521K +$44.9K +1,213 +9%
TG
160
TCW Group
California
$512K -$328K -8,870 -39%
SIA
161
Sit Investment Associates
Minnesota
$500K – – –
OKSA
162
O'Keefe Stevens Advisory
New York
$492K -$555K -15,000 -53%
BOH
163
Bank of Hawaii
Hawaii
$483K +$11.9K +321 +3%
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$478K +$7.07K +191 +2%
AG
165
Advisor Group
Arizona
$473K +$4.97K +134 +1%
CGT
166
Capital Guardian Trust
California
$462K – – –
LCM
167
Laurion Capital Management
New York
$457K +$457K +12,354 New
CCMIC
168
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$456K +$13.8K +375 +3%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$455K +$455K +12,306 New
FA
170
FDx Advisors
Illinois
$404K +$158K +4,263 +64%
VFA
171
Voya Financial Advisors
Connecticut
$403K +$2.74K +74 +0.7%
US Bancorp
172
US Bancorp
Minnesota
$401K +$185 +5 +0%
CA
173
Commerzbank Aktiengesellschaft
Germany
$395K +$12.6K +340 +3%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$389K – – –
IWA
175
Intercontinental Wealth Advisors
Texas
$388K +$20.5K +554 +6%
5 6
7
8 9