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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
Bank of America
North Carolina
$75.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$931K -$114K -2,643 -11%
UBS AM
152
UBS AM
Illinois
$847K – – –
MGP
153
Metis Global Partners
California
$846K -$68.7K -1,593 -8%
SC
154
Savant Capital
Illinois
$758K +$2.67K +62 +0.4%
M&T Bank
155
M&T Bank
New York
$757K +$48K +1,114 +7%
RhumbLine Advisers
156
RhumbLine Advisers
Massachusetts
$741K +$741K +17,198 New
Millennium Management
157
Millennium Management
New York
$733K +$733K +17,016 New
Assenagon Asset Management
158
Assenagon Asset Management
Luxembourg
$644K – – –
Mariner
159
Mariner
Kansas
$619K +$138K +3,204 +29%
US Bancorp
160
US Bancorp
Minnesota
$614K -$113K -2,620 -16%
QCM
161
Quantinno Capital Management
New York
$605K +$52.5K +1,219 +9%
WCM
162
Washington Capital Management
Washington
$603K – – –
DWM
163
Dorchester Wealth Management
Quebec, Canada
$595K -$43.1K -1,000 -7%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$578K +$109K +2,532 +23%
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$558K +$558K +12,949 New
USAA
166
United Services Automobile Association
Texas
$528K -$69.4K -1,610 -12%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$525K +$81.7K +1,895 +18%
GCM
168
Genus Capital Management
British Columbia, Canada
$508K +$508K +11,770 New
CAN
169
Cetera Advisor Networks
California
$489K +$5.9K +137 +1%
MPPW
170
Mitchell & Pahl Private Wealth
Oklahoma
$478K +$48.9K +1,135 +11%
Ameriprise
171
Ameriprise
Minnesota
$464K -$20.1K -435 -4%
CCMIC
172
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$460K – – –
HIM
173
Hillsdale Investment Management
Ontario, Canada
$450K -$400K -9,290 -47%
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$442K -$12.7K -295 -3%
Barclays
175
Barclays
United Kingdom
$435K -$1.42M -32,912 -77%
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