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Fortis
FTS

Overview Fund Activity

233 hedge funds and large institutions have $8.12B invested in Fortis in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
18
Increased
89
Reduced
81
Closed
19
Calls
$4.57M
Puts
$2.58M
Net Calls
+$1.99M
Net Calls Change
-$8.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$448M
2
QI
2
QV Investors
Alberta, Canada
$291M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$900M
4
Deutsche Bank
4
Deutsche Bank
Germany
$138M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$134M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$1.04M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.7M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$251M
4
Norges Bank
4
Norges Bank
Norway
$87.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.14B
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$244K 6,950 +6,950 New
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$234K 6,659 -239 -3%
BTNA
178
Bremer Trust National Association
Minnesota
$228K 6,473 -4,043 -38%
WAS
179
WESPAC Advisors SoCal
California
$228K 6,491 – –
MAM
180
Meeder Asset Management
Ohio
$227K 6,461 – –
AG
181
Advisor Group
Arizona
$218K 6,195 -1,304 -17%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$205K 5,889 +5,889 New
RW
183
REDW Wealth
New Mexico
$203K 5,770 +5,770 New
WB
184
Webster Bank
Connecticut
$200K 5,675 -6,132 -52%
OAM
185
Oppenheimer Asset Management
New York
$200K 5,682 +965 +20%
TRCT
186
Tower Research Capital (TRC)
New York
$179K 3,922 +3,837 +4,514%
LNB
187
Ledyard National Bank
$143K 4,060 – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$122K 3,480 +382 +12%
Creative Planning
189
Creative Planning
Kansas
$116K 3,307 +225 +7%
TCM
190
Tradewinds Capital Management
Washington
$114K 3,249 – –
CFA
191
Carroll Financial Associates
North Carolina
$94K 2,706 – –
NIPH
192
NN Investment Partners Holdings
Netherlands
$90K 2,559 – –
PAM
193
Panagora Asset Management
Massachusetts
$87K 2,469 – –
NAMA
194
Nikko Asset Management Americas
New York
$81K 2,300 – –
SSB
195
Sandy Spring Bank
Maryland
$79K 2,252 -2,352 -51%
GT
196
Glenmede Trust
Pennsylvania
$71K 2,170 – –
SNT
197
Security National Trust
West Virginia
$70K 2,000 – –
FHA
198
First Horizon Advisors
Tennessee
$69K 1,946 +288 +17%
CBOA
199
Commonwealth Bank of Australia
Australia
$49K 1,424 -9,967 -87%
PA
200
Parallel Advisors
California
$42K 1,155 – –
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