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Fortis
FTS

Overview Fund Activity

227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$39.6M
2
Franklin Resources
2
Franklin Resources
California
$132M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$948M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$59.3M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$320M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.03B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$214M
3
Jennison Associates
3
Jennison Associates
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$227K 6,347 -312 -5%
WAS
177
WESPAC Advisors SoCal
California
$224K 6,266 -225 -3%
TRCT
178
Tower Research Capital (TRC)
New York
$222K 4,964 +1,042 +27%
DZ Bank
179
DZ Bank
Germany
$218K 6,080 -5,122 -46%
CI
180
Cigna Investments
Connecticut
$215K 5,974 +5,974 New
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$210K 5,889 – –
RW
182
REDW Wealth
New Mexico
$206K 5,770 – –
OAM
183
Oppenheimer Asset Management
New York
$200K 5,600 -82 -1%
WB
184
Webster Bank
Connecticut
$183K 5,113 -562 -10%
NIT
185
NumerixS Investment Technologies
British Columbia, Canada
$172K 4,800 +4,800 New
CIA
186
ClearBridge Investments (Australia)
Australia
$164K 4,596 +3,856 +521%
LNB
187
Ledyard National Bank
$145K 4,060 – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$124K 3,475 -5 -0.1%
TCM
189
Tradewinds Capital Management
Washington
$116K 3,249 – –
CFA
190
Carroll Financial Associates
North Carolina
$97K 2,706 – –
GT
191
Glenmede Trust
Pennsylvania
$84K 2,370 +200 +9%
SNT
192
Security National Trust
West Virginia
$72K 2,000 – –
FHA
193
First Horizon Advisors
Tennessee
$69K 1,946 – –
PAM
194
Panagora Asset Management
Massachusetts
$52K 1,466 -1,003 -41%
SSB
195
Sandy Spring Bank
Maryland
$51K 1,422 -830 -37%
LWM
196
Lenox Wealth Management
Ohio
$47K 1,327 +351 +36%
PA
197
Parallel Advisors
California
$44K 1,155 – –
RFA
198
Reilly Financial Advisors
California
$36K 1,006 +30 +3%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$34K 947 +238 +34%
CPIG
200
Chicago Partners Investment Group
Illinois
$31K 853 +853 New
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