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Fortis
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Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$897K 21,094 +2,835 +16%
S
152
SignatureFD
Georgia
$871K 20,475 +792 +4%
UBS AM
153
UBS AM
Illinois
$847K 19,910 -5,622 -22%
HIM
154
Hillsdale Investment Management
Ontario, Canada
$838K 19,730 – –
TI
155
Trexquant Investment
Connecticut
$804K 18,897 -20,122 -52%
SC
156
Savant Capital
Illinois
$746K 17,538 +61 +0.3%
US Bancorp
157
US Bancorp
Minnesota
$717K 16,869 +405 +2%
M&T Bank
158
M&T Bank
New York
$700K 16,464 -715 -4%
AAM
159
Advisors Asset Management
Colorado
$671K 15,783 -2,436 -13%
VI
160
Vestcor Inc
New Brunswick, Canada
$644K 15,133 – –
PI
161
PEAK6 Investments
Illinois
$637K 14,975 +14,975 New
Assenagon Asset Management
162
Assenagon Asset Management
Luxembourg
$634K 14,934 – –
DWM
163
Dorchester Wealth Management
Quebec, Canada
$629K 14,807 +2,599 +21%
WCM
164
Washington Capital Management
Washington
$595K 13,995 – –
USAA
165
United Services Automobile Association
Texas
$589K 13,864 -12,399 -47%
GC
166
Guggenheim Capital
Illinois
$573K 13,482 +1,579 +13%
Man Group
167
Man Group
United Kingdom
– – -18,556 Closed
QCM
168
Quantinno Capital Management
New York
$546K 12,832 +540 +4%
Ameriprise
169
Ameriprise
Minnesota
$479K 10,488 -62 -0.6%
CAN
170
Cetera Advisor Networks
California
$477K 11,216 +173 +2%
Mariner
171
Mariner
Kansas
$475K 11,171 +4,140 +59%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$463K 10,876 +2,148 +25%
LOAMS
173
Lombard Odier Asset Management (Switzerland)
Switzerland
$462K 5,956 – –
CCMIC
174
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$454K 10,665 +800 +8%
API
175
Advisor Partners II
California
$440K 10,339 +4,067 +65%
5 6
7
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