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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $9.25B invested in Fortis in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
5.88%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
32
Increased
92
Reduced
100
Closed
31
Calls
$15M
Puts
$16.5M
Net Calls
-$1.55M
Net Calls Change
-$18.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
$274M
2
Fidelity International
Fidelity International
Bermuda
$598M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$142M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$550M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$515M

Top Sellers

1
ZP
Zimmer Partners
New York
$16.9M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
Morgan Stanley
Morgan Stanley
New York
$106M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$194M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Dorchester Wealth Management
Quebec, Canada
$798K -$7.66K -200 -1%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$787K +$44.2K +1,057 +6%
GTCM
153
Gyon Technologies Capital Management
New Jersey
$785K +$785K +20,367 New
FMT
154
First Mercantile Trust
Tennessee
$775K -$191K -4,951 -20%
M&T Bank
155
M&T Bank
New York
$741K +$60.8K +1,577 +9%
S
156
Seeyond
France
$714K – – –
SGI
157
Summit Global Investments
Utah
$698K -$13.2K -341 -2%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$680K -$19.7K -511 -3%
Ameriprise
159
Ameriprise
Minnesota
$676K -$85.1K -2,204 -11%
LBA
160
Letko, Brosseau & Associates
Quebec, Canada
$667K +$667K +17,500 New
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$655K +$655K +17,000 New
BBVA
162
Banco Bilbao Vizcaya Argentaria
Spain
$651K +$93.1K +2,446 +17%
MOACM
163
Mutual of America Capital Management
New York
$615K – – –
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
$586K +$1.22K +32 +0.2%
PP
165
Pacifica Partners
Canada
$585K -$28K -717 -5%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$584K +$13.3K +346 +2%
VI
167
Vestcor Inc
New Brunswick, Canada
$583K – – –
US Bancorp
168
US Bancorp
Minnesota
$553K +$103K +2,661 +23%
DTL
169
Dynamic Technology Lab
Singapore
$535K +$535K +13,886 New
SIA
170
Sit Investment Associates
Minnesota
$522K – – –
HIS
171
Horizon Investment Services
Indiana
$514K +$35.7K +926 +7%
TG
172
TCW Group
California
$473K +$473K +12,276 New
DIM
173
DC Investments Management
Virginia
$470K +$33.5K +870 +8%
CCMIC
174
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$463K +$3.86K +100 +0.8%
S
175
SignatureFD
Georgia
$446K -$7.53K -195 -2%
5 6
7
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