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Fortis
FTS

272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51% → 54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 273 → 272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M

Top Buyers

1
ZP
Zimmer Partners
New York
+$400M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$251M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$117M
4
CS
Credit Suisse
Switzerland
+$98.6M
5
IIM
Intact Investment Management
Quebec, Canada
+$50.6M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$121M
2
Fidelity International
Fidelity International
Bermuda
-$78.6M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$64.9M
4
Morgan Stanley
Morgan Stanley
New York
-$54.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
176
DC Investments Management
Virginia
$470K -$28.5K -698 -6%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$463K – – –
PP
178
Paloma Partners
Connecticut
$459K +$452K +11,056 New
OKSA
179
O'Keefe Stevens Advisory
New York
$416K -$135K -3,289 -25%
FC
180
FORA Capital
Florida
$401K +$395K +9,661 New
Capital International Investors
181
Capital International Investors
California
$390K – – –
CAM
182
Claret Asset Management
Quebec, Canada
$388K -$13.9K -340 -4%
LPL Financial
183
LPL Financial
California
$381K +$93.3K +2,282 +33%
FBC
184
Fairfield, Bush & Co
Connecticut
$375K – – –
SFI
185
Susquehanna Fundamental Investments
Pennsylvania
$374K – – –
BPSG
186
Brookfield Public Securities Group
New York
$366K +$192K +4,700 +114%
CC
187
Centiva Capital
New York
$354K +$349K +8,531 New
CP
188
Cumberland Partners
Ontario, Canada
$353K +$348K +8,500 New
PP
189
PDT Partners
New York
$336K +$331K +8,100 New
OIWM
190
OptiFour Integrated Wealth Management
Virginia
$325K – – –
William Blair & Company
191
William Blair & Company
Illinois
$320K – – –
GIBU
192
Gulf International Bank (UK)
United Kingdom
$303K – – –
SAM
193
Silvercrest Asset Management
New York
$300K – – –
CI
194
Cigna Investments
Connecticut
$289K +$9.24K +226 +4%
QI
195
QS Investors
New York
$286K +$37.5K +918 +15%
VFA
196
Voya Financial Advisors
Connecticut
$276K -$172K -4,204 -39%
Macquarie Group
197
Macquarie Group
Australia
$271K – – –
LOAME
198
Lombard Odier Asset Management (Europe)
United Kingdom
$268K +$941 +23 +0.5%
CSS
199
Cubist Systematic Strategies
Connecticut
$260K -$1.67M -40,748 -87%
AP
200
Advisor Partners
California
$251K -$23.7K -580 -9%
6 7
8
9 10

FTS Hedge Fund Activity: Q4 2019 in Review

272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q4 2019, worth a combined $10.5B — up 5.4% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTS positions and 33 closed out — a net gain of 9 holders — while 100 added to existing stakes and 85 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $400M. The largest seller was GQG Partners, cutting an estimated $121M.

  • 272 institutional investors held Fortis (FTS) as of Q4 2019, down from 273 in Q3 2019.
  • Funds reported $10.5B of Fortis stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 42 funds opened new Fortis positions in Q4 2019 and 33 closed out, a net change of +9 holders.
  • The largest Fortis buyer in Q4 2019 was Zimmer Partners, an estimated $400M added.
  • The largest Fortis seller in Q4 2019 was GQG Partners, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2019.