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Fortis
FTS

Overview Fund Activity

245 hedge funds and large institutions have $7.39B invested in Fortis in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
24
Increased
84
Reduced
94
Closed
29
Calls
$10.3M
Puts
$5.96M
Net Calls
+$4.31M
Net Calls Change
-$15.4M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$90.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.11B
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34.6M
4
Citadel Advisors
Citadel Advisors
Florida
$33.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$31.2M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
2
UBS AM
UBS AM
Illinois
$981K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$784M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.65M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
$48K – – –
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$46K +$2.48K +75 +6%
FGAM
203
Financial Gravity Asset Management
Texas
$40K -$2.66K -81 -6%
TRCT
204
Tower Research Capital (TRC)
New York
$34K -$515K -15,715 -94%
NIT
205
NumerixS Investment Technologies
British Columbia, Canada
$26K -$65K -2,000 -71%
CIM
206
Centersquare Investment Management
Pennsylvania
$26K – – –
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$25K -$7.74K -236 -24%
VCM
208
Versant Capital Management
Arizona
$24K +$24K +750 New
SPIA
209
Steward Partners Investment Advisory
New York
$22K -$12.6K -393 -36%
CPIG
210
Chicago Partners Investment Group
Illinois
$22K – – –
MF
211
MHI Funds
New York
$21K +$10K +310 +92%
FHA
212
First Horizon Advisors
Tennessee
$18K -$20.6K -668 -53%
SSB
213
Sandy Spring Bank
Maryland
$18K -$3.7K -112 -17%
NWM
214
Northwest Wealth Management
Iowa
$16K – – –
CBOA
215
Commonwealth Bank of Australia
Australia
$16K +$61 +2 +0.4%
CA
216
Crewe Advisors
Utah
$15K – – –
SWP
217
Stratos Wealth Partners
Ohio
$14K +$14K +440 New
CI
218
CX Institutional
Indiana
$13K – – –
CAL
219
Capital Analysts LLC
Pennsylvania
$12K – – –
QCG
220
Quadrant Capital Group
Ohio
$12K +$4.04K +176 +51%
APA
221
American Portfolios Advisors
New York
$11.9K – – –
MWM
222
Mascoma Wealth Management
New Hampshire
$11K – – –
TCM
223
Tradewinds Capital Management
Washington
$10K – – –
PCP
224
Proficio Capital Partners
Massachusetts
$10K – – –
RFC
225
Regions Financial Corp
Alabama
$10K +$1.05K +31 +12%
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9
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