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Fortis
FTS

Overview Fund Activity

252 hedge funds and large institutions have $8.25B invested in Fortis in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
83
Reduced
81
Closed
18
Calls
$13.5M
Puts
$14M
Net Calls
-$486K
Net Calls Change
+$9.46M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$370M
2
Deutsche Bank
Deutsche Bank
Germany
$246M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$79.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$407M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.4M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$36.6M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$129M
3
QI
QV Investors
Alberta, Canada
$235M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$177M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Silvercrest Asset Management
New York
$302K -$11K -300 -4%
William Blair & Company
177
William Blair & Company
Illinois
$299K – – –
AG
178
Advisor Group
Arizona
$288K +$49.7K +1,351 +21%
IG
179
ING Group
Netherlands
$276K +$276K +7,530 New
MGIA
180
Moneta Group Investment Advisors
Missouri
$272K -$184K -5,000 -40%
IWP
181
Icon Wealth Partners
Texas
$261K +$261K +7,124 New
PSUF
182
People's United Financial
Connecticut
$259K +$259K +7,045 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$256K +$22.8K +621 +10%
PPA
184
Parametric Portfolio Associates
Washington
$252K -$204K -5,552 -45%
CCB
185
Cutter & Co Brokerage
Missouri
$243K +$243K +6,638 New
WAS
186
WESPAC Advisors SoCal
California
$229K – – –
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$218K – – –
LOAME
188
Lombard Odier Asset Management (Europe)
United Kingdom
$213K -$48.5K -1,053 -19%
RW
189
REDW Wealth
New Mexico
$211K – – –
CSS
190
Cubist Systematic Strategies
Connecticut
$210K -$187K -5,080 -47%
CI
191
Cigna Investments
Connecticut
$208K -$11.6K -315 -5%
OAM
192
Oppenheimer Asset Management
New York
$200K – – –
WB
193
Webster Bank
Connecticut
$187K – – –
CIA
194
ClearBridge Investments (Australia)
Australia
$181K +$12.5K +342 +7%
US Bancorp
195
US Bancorp
Minnesota
$172K -$71.8K -1,962 -29%
Barclays
196
Barclays
United Kingdom
$161K +$147K +4,024 +1,088%
LNB
197
Ledyard National Bank
$149K – – –
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$127K +$73 +2 +0.1%
DZ Bank
199
DZ Bank
Germany
$111K -$111K -3,042 -50%
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$106K +$71.1K +1,931 +204%
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