FTS icon

Fortis
FTS

Overview Fund Activity

257 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
76
Closed
22
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.2M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$617M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$833M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$344M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$483M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$201M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Pacifica Partners
Canada
$738K +$99.1K +2,418 +16%
FMT
152
First Mercantile Trust
Tennessee
$723K -$77.8K -1,861 -10%
BBVA
153
Banco Bilbao Vizcaya Argentaria
Spain
$696K – – –
Daiwa Securities Group
154
Daiwa Securities Group
Japan
$695K – – –
Natixis Advisors
155
Natixis Advisors
Massachusetts
$694K -$54.1K -1,324 -7%
SGI
156
Summit Global Investments
Utah
$681K +$17.2K +420 +3%
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$679K +$32.1K +786 +5%
MOACM
158
Mutual of America Capital Management
New York
$652K – – –
Ameriprise
159
Ameriprise
Minnesota
$651K +$16.9K +414 +3%
VI
160
Vestcor Inc
New Brunswick, Canada
$618K – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$595K +$595K +14,552 New
SIA
162
Sit Investment Associates
Minnesota
$553K – – –
HIS
163
Horizon Investment Services
Indiana
$548K -$60.2K -1,472 -10%
State Street
164
State Street
Massachusetts
$544K – – –
BC
165
Brookfield Corp
Ontario, Canada
$536K +$89.9K +2,200 +20%
US Bancorp
166
US Bancorp
Minnesota
$521K +$2.83K +69 +0.5%
KPWS
167
Kestra Private Wealth Services
Texas
$499K +$499K +12,209 New
TG
168
TCW Group
California
$490K +$21.2K +518 +5%
CCMIC
169
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$488K +$136K +3,325 +39%
QI
170
QS Investors
New York
$444K – – –
SI
171
Stephens Inc
Arkansas
$442K +$442K +10,809 New
LOAMS
172
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$431K +7,917 New
IWA
173
Intercontinental Wealth Advisors
Texas
$417K +$5.42K +133 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$417K +$106K +2,584 +34%
LPL Financial
175
LPL Financial
California
$410K +$33.8K +827 +9%
5 6
7
8 9