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Fortis
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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

224% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $28.5M

11% more capital invested

Capital invested by funds: $7.78B → $8.63B (+$846M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 263 → 262 (-1)

0.72% less ownership

Funds ownership: 54.3% → 53.58% (-0.72%)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
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
Toronto Dominion Bank
Ontario, Canada
+$67.9M
2
Artisan Partners
Artisan Partners
Wisconsin
+$34.7M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$33.1M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$29.1M
5
Legal & General Group
Legal & General Group
United Kingdom
+$25.4M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$60.1M
2
QI
QV Investors
Alberta, Canada
-$49.2M
3
Canada Life
Canada Life
Manitoba, Canada
-$42.5M
4
Morgan Stanley
Morgan Stanley
New York
-$41.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBOA
151
Commonwealth Bank of Australia
Australia
$674K +$632K +17,802 +3,179%
SGI
152
Summit Global Investments
Utah
$643K +$617K +17,385 New
VNA
153
Valley National Advisers
Pennsylvania
$595K – – –
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$581K -$11.3K -317 -2%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$581K +$5.15K +145 +0.9%
DIM
156
DC Investments Management
Virginia
$579K – – –
SI
157
Stephens Inc
Arkansas
$555K +$98.3K +2,770 +23%
GC
158
Guggenheim Capital
Illinois
$539K -$270K -7,616 -34%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$521K +$43.1K +1,213 +9%
TG
160
TCW Group
California
$512K -$315K -8,870 -39%
SIA
161
Sit Investment Associates
Minnesota
$500K – – –
OKSA
162
O'Keefe Stevens Advisory
New York
$492K -$533K -15,000 -53%
BOH
163
Bank of Hawaii
Hawaii
$483K +$11.4K +321 +3%
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$478K +$6.78K +191 +2%
AG
165
Advisor Group
Arizona
$473K +$4.76K +134 +1%
CGT
166
Capital Guardian Trust
California
$462K – – –
LCM
167
Laurion Capital Management
New York
$457K +$439K +12,354 New
CCMIC
168
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$456K +$13.3K +375 +3%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$455K +$437K +12,306 New
FA
170
FDx Advisors
Illinois
$404K +$151K +4,263 +64%
VFA
171
Voya Financial Advisors
Connecticut
$403K +$2.63K +74 +0.7%
US Bancorp
172
US Bancorp
Minnesota
$401K +$178 +5 +0%
CA
173
Commerzbank Aktiengesellschaft
Germany
$395K +$12.1K +340 +3%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$389K – – –
IWA
175
Intercontinental Wealth Advisors
Texas
$388K +$19.7K +554 +6%
5 6
7
8 9

FTS Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2019, worth a combined $8.63B — up 11% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTS positions and 27 closed out — a net gain of 1 holder — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $67.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $60.1M sold.

  • 262 institutional investors held Fortis (FTS) as of Q1 2019, down from 263 in Q4 2018.
  • Funds reported $8.63B of Fortis stock for Q1 2019, up 11% quarter-over-quarter.
  • 28 funds opened new Fortis positions in Q1 2019 and 27 closed out, a net change of +1 holder.
  • The largest Fortis buyer in Q1 2019 was Toronto Dominion Bank, an estimated $67.9M added.
  • The largest Fortis seller in Q1 2019 was Adage Capital Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2019.