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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 %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$103K +$103K +2,791 New
CFA
202
Carroll Financial Associates
North Carolina
$99K – – –
TRCT
203
Tower Research Capital (TRC)
New York
$92K -$137K -2,972 -60%
BGC
204
Beutel, Goodman & Co
Ontario, Canada
$88K +$88K +2,400 New
SNT
205
Security National Trust
West Virginia
$73K – – –
IA
206
IFP Advisors
Florida
$66K -$667K -18,325 -91%
FHA
207
First Horizon Advisors
Tennessee
$61K -$7.42K -211 -11%
CA
208
Calton & Associates
Florida
$60K +$60K +1,710 New
PAM
209
Panagora Asset Management
Massachusetts
$54K – – –
BTIS
210
BB&T Investment Services
North Carolina
$48K +$29.7K +813 +163%
PA
211
Parallel Advisors
California
$42K – – –
SSB
212
Sandy Spring Bank
Maryland
$40K -$11.7K -322 -23%
LWM
213
Lenox Wealth Management
Ohio
$36K -$13.1K -354 -27%
RFA
214
Reilly Financial Advisors
California
$36K -$1.11K -30 -3%
CBOA
215
Commonwealth Bank of Australia
Australia
$32K +$24.2K +697 +310%
FGC
216
Financial Gravity Companies
Texas
$32K +$32K +929 New
EWM
217
Evercore Wealth Management
New York
$29K – – –
PCP
218
Proficio Capital Partners
Massachusetts
$28K – – –
CPIG
219
Chicago Partners Investment Group
Illinois
$25K -$6.22K -170 -20%
WWM
220
Wagner Wealth Management
South Carolina
$19K +$19K +200 New
CA
221
Crewe Advisors
Utah
$17K +$17K +465 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$16K -$336 -9 -2%
GWM
223
Geneos Wealth Management
Colorado
$16K – – –
TCOV
224
Trust Company of Vermont
Vermont
$15K – – –
OPWM
225
Oak Point Wealth Management
Michigan
$15K +$15K +413 New
7 8
9
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