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Fortis
FTS

Overview Fund Activity

255 hedge funds and large institutions have $8.93B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-11
Holders Change %
-4.14%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
23
Increased
99
Reduced
93
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$297M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$725M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.44B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$580M
5
GQG Partners
GQG Partners
Florida
$108M

Top Sellers

1
CS
Credit Suisse
Switzerland
$56.7M
2
National Pension Service
National Pension Service
South Korea
$0
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$43.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.5M
5
Fidelity International
Fidelity International
Bermuda
$557M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$115K +$723 +19 +0.6%
BlackRock
202
BlackRock
New York
$106K -$28.2M -739,861 -100%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$105K – – –
CAN
204
Cetera Advisor Networks
California
$97K +$97K +2,559 New
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$95.2K +$95.2K +2,500 New
BGC
206
Beutel, Goodman & Co
Ontario, Canada
$76K +$566 +15 +0.8%
PAG
207
Private Advisor Group
New Jersey
$67K +$67K +1,754 New
LC
208
Lindbrook Capital
California
$43K -$1.18K -31 -3%
SPIA
209
Steward Partners Investment Advisory
New York
$41K +$4.22K +110 +11%
QT
210
Quantbot Technologies
New York
$41K +$41K +1,090 New
GWM
211
Geneos Wealth Management
Colorado
$40K – – –
AIL
212
AGF Investments LLC
Ontario, Canada
$38K -$15.3K -404 -29%
RWA
213
Ropes Wealth Advisors
Massachusetts
$38K – – –
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$38K +$25.3K +667 +200%
WEC
215
Winslow Evans & Crocker
Massachusetts
$33K -$75 -2 -0.2%
SCA
216
Stonebridge Capital Advisors
Minnesota
$29K – – –
VCM
217
Versant Capital Management
Arizona
$28K – – –
PA
218
Parallel Advisors
California
$23K +$3.51K +96 +18%
Simplex Trading
219
Simplex Trading
Illinois
$23K +$23K +612 New
TH
220
TCTC Holdings
Texas
$19K +$19K +500 New
CI
221
CX Institutional
Indiana
$16K – – –
TCOV
222
Trust Company of Vermont
Vermont
$15K – – –
LWM
223
Lenox Wealth Management
Ohio
$15K +$655 +18 +5%
HPC
224
HM Payson & Co
Maine
$14K – – –
APA
225
American Portfolios Advisors
New York
$13.9K – – –
7 8
9
10 11