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233 hedge funds and large institutions have $8.12B invested in Fortis in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $7.13B → $8.12B (+$989M)

3.23% more ownership

Funds ownership: 51.65%54.88% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 235233 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
89
Reduced
81
Closed
19
Calls
$4.57M
Puts
$2.58M
Net Calls
+$1.99M
Net Calls Change
-$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Reilly Financial Advisors
California
$34K
LWM
202
Lenox Wealth Management
Ohio
$34K +$32.5K +976 New
DADC
203
D.A. Davidson & Co
Montana
$31K
EWM
204
Evercore Wealth Management
New York
$28K
PCP
205
Proficio Capital Partners
Massachusetts
$28K
CIA
206
ClearBridge Investments (Australia)
Australia
$26K -$6.33K -190 -20%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$25K -$39.8K -1,195 -63%
GRP
208
Global Retirement Partners
California
$17K -$3.9K -117 -20%
GWM
209
Geneos Wealth Management
Colorado
$15K
ASN
210
Advisory Services Network
Georgia
$14K
TCOV
211
Trust Company of Vermont
Vermont
$14K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$14K +$67 +2 +0.5%
CAL
213
Capital Analysts LLC
Pennsylvania
$13.5K
MA
214
MUFG Americas
New York
$12K
TF
215
Tompkins Financial
New York
$12K
Barclays
216
Barclays
United Kingdom
$9K -$9.92K -298 -55%
BTIS
217
BB&T Investment Services
North Carolina
$9K +$2.56K +77 +43%
SEI Investments
218
SEI Investments
Pennsylvania
$9K +$6.86K +206 +572%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$8.44K
NFG
220
Next Financial Group
Texas
$8K
AIM
221
Acrospire Investment Management
Illinois
$7K -$9.99K -300 -60%
PMFA
222
Plante Moran Financial Advisors
Michigan
$7K -$7.49K -225 -53%
AssetMark Inc
223
AssetMark Inc
California
$7K -$4.2K -126 -38%
CHC
224
City Holding Co
West Virginia
$6K
CCM
225
Cribstone Capital Management
Maine
$5K