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Fortis
FTS

Overview Fund Activity

281 hedge funds and large institutions have $9.91B invested in Fortis in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
37
Increased
100
Reduced
101
Closed
24
Calls
$44M
Puts
$66M
Net Calls
-$22.1M
Net Calls Change
+$19.2M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$211M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.29B
3
GQG Partners
GQG Partners
Florida
$534M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$376M
5
Bank of America
Bank of America
North Carolina
$91.6M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$228M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.2M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$452M
4
Franklin Resources
Franklin Resources
California
$108M
5
Renaissance Technologies
Renaissance Technologies
New York
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$264K +$34.5K +861 +15%
BFG
202
Bleakley Financial Group
New Jersey
$260K +$260K +6,483 New
SS
203
Simplicity Solutions
Minnesota
$256K +$32.3K +806 +14%
API
204
Advisor Partners II
California
$251K +$31.4K +785 +14%
APWM
205
Argonautica Private Wealth Management
Massachusetts
$243K +$243K +6,077 New
William Blair & Company
206
William Blair & Company
Illinois
$241K – – –
AWS
207
Atria Wealth Solutions
New York
$237K – – –
JPMPWA
208
J.P. Morgan Private Wealth Advisors
California
$233K -$13.5K -336 -5%
BHPW
209
Beverly Hills Private Wealth
California
$232K +$232K +5,795 New
PRC
210
Pearl River Capital
Michigan
$214K -$784K -19,589 -79%
JAM
211
JCIC Asset Management
Ontario, Canada
$210K -$4.59K -115 -2%
KAS
212
Kestra Advisory Services
Texas
$207K +$207K +5,164 New
ECM
213
Evergreen Capital Management
Washington
$203K +$203K +5,071 New
QCG
214
Quadrant Capital Group
Ohio
$201K +$12.3K +306 +6%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$201K -$492K -12,297 -71%
Axa
216
Axa
France
$197K +$19.1K +477 +11%
ASN
217
Advisory Services Network
Georgia
$176K +$176K +4,401 New
TRCT
218
Tower Research Capital (TRC)
New York
$174K -$613K -15,327 -78%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$174K +$7.97K +200 +5%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$165K -$19.2K -479 -10%
Osaic Holdings
221
Osaic Holdings
Arizona
$155K -$3.52K -88 -2%
TPCW
222
TD Private Client Wealth
New York
$149K – – –
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$144K +$144K +3,593 New
WB
224
Webster Bank
Connecticut
$142K – – –
SPIA
225
Steward Partners Investment Advisory
New York
$130K +$36.4K +909 +39%
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