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Fortis
FTS

Overview Fund Activity

235 hedge funds and large institutions have $7.13B invested in Fortis in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
36
Increased
81
Reduced
90
Closed
19
Calls
$14.5M
Puts
$4.5M
Net Calls
+$10M
Net Calls Change
+$5.49M

Top Buyers

1
ZP
Zimmer Partners
New York
$405M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$261M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$697M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$33.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$84.7M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$473M
2
Two Sigma Investments
Two Sigma Investments
New York
$303K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$59.6M
4
PIC
PCJ Investment Counsel
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
176
WESPAC Advisors SoCal
California
$215K -$5.8K -175 -3%
MAM
177
Meeder Asset Management
Ohio
$214K – – –
AWM
178
Affinity Wealth Management
Delaware
$210K +$210K +6,332 New
BOH
179
Bank of Hawaii
Hawaii
$206K +$206K +6,216 New
SG Americas Securities
180
SG Americas Securities
New York
$201K -$1.18M -35,432 -85%
DZ Bank
181
DZ Bank
Germany
$201K +$201K +6,080 New
New York State Common Retirement Fund
182
New York State Common Retirement Fund
New York
$177K -$7.57M -228,819 -98%
OAM
183
Oppenheimer Asset Management
New York
$157K +$157K +4,717 New
SSB
184
Sandy Spring Bank
Maryland
$153K -$67.2K -2,022 -31%
LNB
185
Ledyard National Bank
$135K – – –
VanEck Associates
186
VanEck Associates
New York
$115K +$18.7K +564 +19%
TCM
187
Tradewinds Capital Management
Washington
$108K +$108K +3,249 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$102K -$7.44K -226 -7%
Creative Planning
189
Creative Planning
Kansas
$102K – – –
CFA
190
Carroll Financial Associates
North Carolina
$89K +$89K +2,706 New
NIPH
191
NN Investment Partners Holdings
Netherlands
$85K +$797 +24 +0.9%
PAM
192
Panagora Asset Management
Massachusetts
$82K – – –
NAMA
193
Nikko Asset Management Americas
New York
$76K – – –
EIP
194
Energy Income Partners
Connecticut
$72K +$72K +2,170 New
GT
195
Glenmede Trust
Pennsylvania
$71K +$49.1K +1,500 +224%
SNT
196
Security National Trust
West Virginia
$66K -$19.1K -579 -22%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$63K +$14.9K +451 +31%
FHA
198
First Horizon Advisors
Tennessee
$53K +$53K +1,658 New
PA
199
Parallel Advisors
California
$37K +$37K +1,155 New
RFA
200
Reilly Financial Advisors
California
$32K – – –
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