FTS icon

Fortis
FTS

Overview Fund Activity

235 hedge funds and large institutions have $7.13B invested in Fortis in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
36
Increased
81
Reduced
90
Closed
19
Calls
$14.5M
Puts
$4.5M
Net Calls
+$10M
Net Calls Change
+$5.49M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$405M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$261M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$697M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$33.9M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$84.7M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$473M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$303K
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$59.6M
4
PIC
4
PCJ Investment Counsel
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
201
ClearBridge Investments (Australia)
Australia
$31K +$15.1K +453 +95%
DADC
202
D.A. Davidson & Co
Montana
$30K – – –
EWM
203
Evercore Wealth Management
New York
$26K – – –
PCP
204
Proficio Capital Partners
Massachusetts
$25K +$15.4K +475 +162%
CPIG
205
Chicago Partners Investment Group
Illinois
$23K – – –
GRP
206
Global Retirement Partners
California
$20K -$37.3K -1,113 -65%
QT
207
Quantbot Technologies
New York
$20K +$20K +610 New
Barclays
208
Barclays
United Kingdom
$18K +$18K +545 New
AIM
209
Acrospire Investment Management
Illinois
$17K +$9.11K +268 +116%
MIC
210
MU Investments Company
Japan
$15K -$12.7K -390 -46%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$14K -$7.82K -228 -36%
GWM
212
Geneos Wealth Management
Colorado
$14K -$2.2K -71 -14%
PMFA
213
Plante Moran Financial Advisors
Michigan
$14K – – –
TCOV
214
Trust Company of Vermont
Vermont
$13K – – –
ASN
215
Advisory Services Network
Georgia
$13K +$13K +388 New
CAL
216
Capital Analysts LLC
Pennsylvania
$12.7K – – –
IWM
217
IHT Wealth Management
Illinois
$12K +$5.93K +175 +98%
MA
218
MUFG Americas
New York
$11K -$4.11K -127 -27%
AssetMark Inc
219
AssetMark Inc
California
$11K +$8.17K +248 +288%
TF
220
Tompkins Financial
New York
$11K +$11K +338 New
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$7.96K +$7.96K +240 New
NFG
222
Next Financial Group
Texas
$7K – – –
BTIS
223
BB&T Investment Services
North Carolina
$6K +$4.76K +142 +384%
CHC
224
City Holding Co
West Virginia
$5K – – –
CCM
225
Cribstone Capital Management
Maine
$5K – – –
7 8
9
10 11