We are live on ! Find out more

268 hedge funds and large institutions have $9.87B invested in Fortis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.34M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $9.13B → $9.87B (+$743M)

1% more funds holding

Funds holding: 265268 (+3)

0.47% more ownership

Funds ownership: 47.77%48.23% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
94
Reduced
103
Closed
20
Calls
$10.9M
Puts
$4.34M
Net Calls
+$6.54M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$874K +$246 +6 +0%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$828K
DWM
153
Dorchester Wealth Management
Quebec, Canada
$822K -$61.5K -1,500 -7%
M&T Bank
154
M&T Bank
New York
$816K -$35.7K -871 -4%
PP
155
Pacifica Partners
Canada
$772K -$6.97K -170 -1%
BBVA
156
Banco Bilbao Vizcaya Argentaria
Spain
$756K +$172K +4,201 +32%
Daiwa Securities Group
157
Daiwa Securities Group
Japan
$737K
State Street
158
State Street
Massachusetts
$682K
QI
159
QS Investors
New York
$678K +$195K +4,751 +44%
VI
160
Vestcor Inc
New Brunswick, Canada
$656K
MOACM
161
Mutual of America Capital Management
New York
$636K -$18.1K -442 -3%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$619K -$14.8K -360 -2%
IWA
163
Intercontinental Wealth Advisors
Texas
$596K +$55.1K +1,345 +11%
SIA
164
Sit Investment Associates
Minnesota
$587K
HIS
165
Horizon Investment Services
Indiana
$577K +$14.9K +364 +3%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$563K -$3.79M -92,481 -90%
WANY
167
Wealthspire Advisors (New York)
New York
$541K +$91.8K +2,241 +22%
FMT
168
First Mercantile Trust
Tennessee
$534K -$191K -4,673 -27%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$522K -$432K -10,531 -47%
GT
170
Glenmede Trust
Pennsylvania
$498K -$247K -6,030 -34%
CCMIC
171
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$490K -$47.1K -1,150 -9%
Ameriprise
172
Ameriprise
Minnesota
$480K -$119K -2,914 -21%
FAIM
173
Financial Advocates Investment Management
Washington
$463K +$364K +8,872 New
S
174
SignatureFD
Georgia
$450K +$21.3K +521 +5%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$445K +$5.29K +129 +1%

FTS Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2021, worth a combined $9.87B — up 8.1% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTS positions and 20 closed out — a net gain of 6 holders — while 94 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity International, adding an estimated $170M. The largest seller was Royal Bank of Canada, cutting an estimated $149M.

  • 268 institutional investors held Fortis (FTS) as of Q1 2021, up from 265 in Q4 2020.
  • Funds reported $9.87B of Fortis stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 26 funds opened new Fortis positions in Q1 2021 and 20 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2021 was Fidelity International, an estimated $170M added.
  • The largest Fortis seller in Q1 2021 was Royal Bank of Canada, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.