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268 hedge funds and large institutions have $9.87B invested in Fortis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $4.34M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $9.13B → $9.87B (+$743M)

1% more funds holding

Funds holding: 265268 (+3)

0.47% more ownership

Funds ownership: 47.77%48.23% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
94
Reduced
103
Closed
20
Calls
$10.9M
Puts
$4.34M
Net Calls
+$6.54M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
176
Lombard Odier Asset Management (Switzerland)
Switzerland
$432K +$324K +7,917 New
US Bancorp
177
US Bancorp
Minnesota
$427K -$142K -3,473 -26%
MFM
178
MD Financial Management
Ontario, Canada
$423K +$401K +9,784 New
Citadel Advisors
179
Citadel Advisors
Florida
$411K -$783K -19,120 -67%
SI
180
Stephens Inc
Arkansas
$402K -$98.2K -2,397 -21%
JAM
181
JCIC Asset Management
Ontario, Canada
$400K -$4.07M -99,215 -91%
FBC
182
Fairfield, Bush & Co
Connecticut
$391K
GC
183
Guggenheim Capital
Illinois
$360K +$5.66K +138 +2%
Creative Planning
184
Creative Planning
Kansas
$359K +$123 +3 +0%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$346K +$18.7K +456 +6%
SSA
186
Schonfeld Strategic Advisors
New York
$343K +$324K +7,900 New
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$329K +$20.2K +494 +7%
SAM
188
Silvercrest Asset Management
New York
$314K
VFA
189
Voya Financial Advisors
Connecticut
$311K -$10.1K -246 -3%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$309K -$738 -18 -0.3%
Capital International Investors
191
Capital International Investors
California
$306K -$95.8K -2,339 -25%
CI
192
Cigna Investments
Connecticut
$304K -$6.97K -170 -2%
TRCT
193
Tower Research Capital (TRC)
New York
$292K +$223K +5,435 +409%
CAM
194
Claret Asset Management
Quebec, Canada
$289K -$48.5K -1,184 -15%
Macquarie Group
195
Macquarie Group
Australia
$283K
AP
196
Advisor Partners
California
$279K +$16.5K +403 +7%
William Blair & Company
197
William Blair & Company
Illinois
$260K +$3.61K +88 +1%
CA
198
Calton & Associates
Florida
$254K +$1.06K +26 +0.4%
Osaic Holdings
199
Osaic Holdings
Arizona
$246K +$45K +1,098 +24%
LPL Financial
200
LPL Financial
California
$241K -$214K -5,219 -48%

FTS Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2021, worth a combined $9.87B — up 8.1% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FTS positions and 20 closed out — a net gain of 6 holders — while 94 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity International, adding an estimated $170M. The largest seller was Royal Bank of Canada, cutting an estimated $149M.

  • 268 institutional investors held Fortis (FTS) as of Q1 2021, up from 265 in Q4 2020.
  • Funds reported $9.87B of Fortis stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 26 funds opened new Fortis positions in Q1 2021 and 20 closed out, a net change of +6 holders.
  • The largest Fortis buyer in Q1 2021 was Fidelity International, an estimated $170M added.
  • The largest Fortis seller in Q1 2021 was Royal Bank of Canada, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.