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Fortis
FTS

Overview Fund Activity

246 hedge funds and large institutions have $7.59B invested in Fortis in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 36 closing their positions.

Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
31
Increased
90
Reduced
78
Closed
36
Calls
$19.6M
Puts
$4.23M
Net Calls
+$15.4M
Net Calls Change
+$15.9M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$438M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$314M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$208M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$102M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$366M
2
Deutsche Bank
2
Deutsche Bank
Germany
$141M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$49.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$69.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$57K 1,722 -13 -0.7%
CBOA
202
Commonwealth Bank of Australia
Australia
$53K 1,623 +701 +76%
PAM
203
Panagora Asset Management
Massachusetts
$50K 1,466 – –
LWM
204
Lenox Wealth Management
Ohio
$49K 1,457 +484 +50%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$44K 1,316 -1,562 -54%
FGC
206
Financial Gravity Companies
Texas
$35K 1,044 +115 +12%
FGAM
207
Financial Gravity Asset Management
Texas
$35K 1,044 +1,044 New
SPIA
208
Steward Partners Investment Advisory
New York
$31K 939 +939 New
CIM
209
Centersquare Investment Management
Pennsylvania
$27K 790 +790 New
PCP
210
Proficio Capital Partners
Massachusetts
$26K 769 – –
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$24K 715 +287 +67%
CPIG
212
Chicago Partners Investment Group
Illinois
$23K 683 – –
SSB
213
Sandy Spring Bank
Maryland
$22K 657 -443 -40%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$17K 496 +496 New
CA
215
Crewe Advisors
Utah
$16K 465 – –
NWM
216
Northwest Wealth Management
Iowa
$16K 487 +487 New
GWM
217
Geneos Wealth Management
Colorado
$15K 451 – –
WF
218
WealthTrust Fairport
Ohio
$15K 439 +439 New
OPWM
219
Oak Point Wealth Management
Michigan
$14K 413 – –
CAL
220
Capital Analysts LLC
Pennsylvania
$13K 385 – –
APA
221
American Portfolios Advisors
New York
$12.4K 366 – –
MWM
222
Mascoma Wealth Management
New Hampshire
$12K 345 – –
S
223
SignatureFD
Georgia
$12K 342 +342 New
TCOV
224
Trust Company of Vermont
Vermont
$10K 300 -100 -25%
TCM
225
Tradewinds Capital Management
Washington
$10K 300 +300 New
7 8
9
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