THg latest summary of territoriality in hummingbirds (Pitelka, 1942)
reports that females of some species defend a spatially circumscribed area
during the breeding season. The available data suggest that defense is
limited to an area surrounding the nest site, with the possible inclusion of
certain feeding areas near the nest. Females o.f a few species may hold
temporally and spatially limited territories around localized feeding sites
during and after the breeding season. Several recent studies refer to
females defending a nest area (Dorst, 1962) or birds on migration defend-
ing a small area in a locally common food source (Armitage, 1955; Cody,
1968). Recent studies in arid tropical lowlands in Costa Rica suggest
that females of several resident species hold nonbreeding territories sim-
ilar to those of the males (Stiles and Wolf, 1969).
The present study documents female territoriality in a highland tropical
hummingbird, Panterpe insignis, during the nonbreeding season. (Unfor-
tunately nothing is known o.f the territorial system in this species during
the breeding season.) This report also suggests possible ecologic factors
that produce selective pressures for female territoriality and so.me possible
morphological and behavioral consequences o.f this territorial social system
in hummingbirds.
The Fiery-throated Hummingbird, Panterpe insig,nis, the only member of
its genus, is distributed throughout high montane central and southern
Costa Rica and western Panama (Slud, 1964) where it is limited almost
entirely to elevations above 2,000 meters. The primary habitat is clearings
where secondary succession has reached the shrubby stage. The birds also
enter partly cleared forests where epiphytes (Bromeliaceae, Ericaceae,
Loranthaceae) grow on the large oaks that dominate the woodlands at this
elevation. More detailed accounts of the ecology and behavior of this
species, especially its ecological and behavioral relations with the sympatric
complex of nectar-feeding birds, are being prepared.
Panterpe is a brightly colored hummingbird in which both sexes are so
similarly colored that Ridgway (1911:511 footnote) was unable to
"find... even an average difference of coloration between the sexes, some
of the most brightly colored specimens being females, while some of the
dullest are males." Near the middle of the major study period (April)
I was able to sex most individuals I handled in the field, and later collected,
on the basis of a slight size difference (Table 1) and sometimes by a differ-
ence in the degree of feather wear on the lower abdomen. The difference in
wear left the lower belly of some females slightly grayer than the males.
SIZE
TABLE 1
Ct:[ARACTERISTICS OF PANTERPE INSIGNI$
Female as per
Character Sex Mean SD SE No. cent of male Range
Wing length (mm) M 65.6 1.9 0.4 21 63.6-68.2
F 61.5 2.4 0.5 25 93.7 56.2-67.9
Tail length (mm) M 43.3 1.5 0.3 22 41.3-45.8
F 40.2 2.0 0.4 24 92.9 37.9-47.4
Bill length (mm) M 19.3 0.2 0.05 23 18.3-19.9
F 19.5 1.0 0.2 22 101.1 17.8-21.8
Weight (g) M 6.2 O.4 O.O8 33 5.5- 7.O
F 5.3 0.4 0.1 15 85.8 4.9- 6.5
This, the only consistent color difference I could find between the sexes,
is evident only at limited times of the year, probably following incubation
and prior to the next body molt.
I was unable to find any nests of Panterpe. Gonad data from the fe-
males do not identify the breeding season, and size data from the male
gonads suggest that some individuals may be in potential breeding condi-
tion throughout most of the year. The breeding season may start by early
September, when Stiles (pers. comm.) and I saw what may have been
attempted copulations, and may continue into December and January.
METItODS
Most of the critical observations on which this report is based were made between
December 1966 and early July 1967. Additional field studies were made in June and
August 1965 and 1966 and early September 1966. The study area was the vicinity of
Villa Mills, a small collection of houses on the southwestern side of the Cerro de la
Muerte at the northern end of the Cordillera de Talamanca in central Costa Rica.
Elevations of the study sites ranged from 2,900 to 3,200 meters. Most of this region
originally was dominated by oak forest, but when the Pan-American Highway
opened it to human exploitation, lumbering operations destroyed much of the forest
near the highway; cutting is still proceeding. Many of the first lands cleared have
now grown up in shrubs and small trees, especially members of the Ericaceae and the
genus Miconia of the Melastomaceae. Many of the data reported here were obtained
in a limited number of locations within the general study area. The primary factors
in choice of study sites were the presence of Panterpe and the ease of watching the
activities of birds that occupied the site.
At the beginning of the study, individuals of Panterpe were caught in mist nets and
marked on the back with a spot of airplane dope. The marked birds were
watched for 1 week or more on their territories. I had hoped to collect most of these
birds near the end of the study period in June and July, but the birds often deserted
the territories at unpredictable times, and once a bird had left its territory I was
rarely able to locate it again. Thus it was difficult to follow birds over periods longer
than several days and still be certain of collecting them for positive sex determination.
Also some of the birds molted in March and April and lost their paint markings.
I therefore decided to watch unmarked birds for periods of at least 2 hours until
positive territorial defense was noted and then to collect these individuals before
leaving so that I could be certain of collecting the resident on which the observations
TABLE 2
GENERAL SUMMARY OF TERRITORIAl, PANTERPE INSIGNIS COLLECTED NEAR
VILLA MILLS, COSTA IICA
Active de-
Sex Date Gonads t Molt fense seen Marked
M 15 March t. 1 mm Light on head Yes Yes
F 6 April o.s.e. Adventitious Yes No
M 7 April t. 1 mm Flight, body No Yes
F 14 April o.s.e. Flight Yes No
F 15 April o.v.s.e. None Yes Yes
M 16 April t. 2 mm Slight on head Yes No
M 30 April t. 2.5 mm Body, flight Yes Yes
M 13 May t. 2 mm Body, flight Yes Yes
F 27 May o.v.s.e. Body Yes No
M 27 May t. 1.5 mm None No No
M 11 June t. 1.5 mm Light body Yes No
M 10 June t. 3 mm Light body Yes No
F 8 June o.n.e. Light body Yes No
M 8 June t. 2 mm Light body Yes No
F 16 June o.n.e. Light body Yes No
M 17 June t. 1 mm Light body Yes No
M 3 July t. 2 mm None Yes No
F 4 July o.v.s.e. None Yes No
M 5 July t. 2.5 mm None Yes No
t -- length of left testis in mm; o. s. e. : ovary slightly enlarged; o. v. s.e. ovary very
slightly enlarged; o. n. e. -- ovary not enlarged.
were made. I tried to watch marked birds for several days before collecting them.
In addition to data on the birds I collected, I have data from many other birds, often
individually marked, that were not collected. The data on female occupancy of
territories are derived only from individuals that were collected on their territories
(Table 2).
RESULTS
Observatio.ns on marked individuals that were not collected showed that
most territorial birds were present on their defended areas through most
or all of a day, but that they left each evening. Strongly territorial birds
returned to the territory about % hour after sunrise the next morning.
Normally a marked individual held a territory for more than a week, but
once it deserted the territory, the individual rarely reappeared in the
vicinity, with two exceptions. One individual, marked on a territory where
it remained for several weeks, moved to an adjacent territory o.n which it
was finally collected. The other exception was a bird, caught and marked
in the same general area, that remained o.n a recently abandoned territory
for only one day. No other individuals subsequently occupied the territory,
probably because a decline in floral food sources made it too unproductive.
Most other marked birds maintained their territories for several days. and
usually longer. Thus I assumed that unmarked birds defending a certain
place 2 o.r more hours were probably resident.
Characteristics of territorial birds and territories.--The only activities of
TABLE 3
SEXIJAL CO2ViPOSITION OF SAZ, fPLES OF PANTERPE INSIGNIS
Number of individuals
Tyle of Female as Der cent
collecting Male Female of total
General 9 5 36
Territorial 12 7 37
the residents in these territories, at least during this study, were mainte-
nance, feeding, and defense. No evidence suggested that the territories
served any reproductive function. Most or all feeding took place on the
territory. Sometimes other hummingbird species were tolerated in these
territories until they began to forage at the flowers. Defense of food was
thus the primary function of the territoriality. Pitelka (1942) comes to a
similar conclusion regarding territoriality among males of most species
for which he has adequate data. Ecologically, then, a territory might be
defined as a spatially limited site in which the resident restricts use of envi-
ronmental resources by other individuals in order to satisfy its own require-
ments (these include mating and resources for young).
No data on sex in relation to territoriality were collected prior to mid-
March; most data were obtained in April, May, and June. Possibly
females hold feeding territories only during this season. It is assumed that
during the reproductive period females of Panterpe, in common with most
other species of hummingbirds, probably do most or all of the work associ-
ate.d with nesting and rearing of the young (Pitelka, 1942). These activ-
ities place increased demands on the female's time and energy and would
reduce the effectiveness of her territorial defense. Although I was unable
to document the breeding season of Panterpe and have no data on nesting
activities, one might expect only male territoriality during the breeding
period, unless females defend the vicinity of the nest as has been reported
for other species (Pitelka., 1942). None of the territorial birds collected
showed evidence of breeding; several were molting.
Of the territorial birds collected, 7 of 19 (37 per cent) were females
(Table 3). To compare this result to the sex ratio of the entire population,
birds were collected at irregular intervals in several sectors where contin-
uous observations were not being made. I tried to collect each Panterpe
that I encountered, hoping thereby to approximate random sampling. On
this basis I determined the sex ratio of the population to be 36 per cent
females (Table 3), almost identical to that of the territorial birds. These
ratios do not differ significantly from 50:50.
This fact is surprising because in other species of hummingbirds for which
sex ratios have been estimated, females outnumbered males (Nicholson,
TABLE 4
SEX OF ]9ANTERpE SPECI2ViENS COLLECTED AT THE SEVERAL TERRITORIAL SITES
Location No. males No. females Total
Km 96 2 0 2
Km 96-97 0 3 3
Km 97 1 0 1
Km 97+ 1 1 2
Km 97-98 (clearing) 1 0 1
Km 97-98 (hilltop) 3 0 3
Km 99 (near road) 2 1 3
Km 99 (soccer field) 2 2 4
TOTAL 12 7 19
Locations are referred to kilometer sign posts along the highway.
1931; Schlag, 1939; Legg and Pitelks, 1956). A preponderance of females
is to be expected in a group of birds in which the males are normally more
conspicuous and the mating system is based on short, if any, pair bonds
and probably promiscuity (Selander, 1965). A promiscuous mating system
decreases the selective pressure for an equal adult sex ratio as one male
can fertilize several females.
Several explanations are possible for the unbalanced sex ratio in favor
o.f males in the population samples of Pan.terpe. The most obvious resscan
is that the sampling was biased by more conspicuous behavior of the males.
It also is pc}ssible that the species makes some pc}stbreeding migratory
movement, and the movement pattern c}f the two sexes may be somewhat
different.
In an effort to establish the similarities of these territories fcr males and
females, several characteristics of the territo.ries were compared. I have
deliberately omitted the most obvious p.arameter--sizein these char-
acteristics. Territory size in Panterpe varies with the distribution and
species composition of the major food sources visited. Territories that
centered around widely dispersed food scurces, such as scattered trees
with epiphytes, tended to be large; several territo.ries exceeded 20,000
square feet. Small territories encompassing as little as 550 square feet
were found in habitats such as shrubby seco.nd growth where the food
supply was concentrated. In addition one territory might contain several
species of food plants making it hard to judge the total energy value of the
territory. At the same time many other parameters, such as numbers o.f
other hummingbirds, weather, and nectar production, probably influence
the actual size of the territory. It seemed beyond the scope of the present
study to investigate precisely these determinants of territory size.
Males were more widespread among the territorial stations sampled
than were the females (Table 4). At five territorial sites only o.ne sex was
TABLE 5
FOOD PLANTS REGULARLY VISITED BY TERRITORIAL PANTERPE COLLECTED IN
THIS STUDY 1
Territorial individuals visiting food plant
Food plant No. males No. females Total
Macleania 6 0 6
T illandsia 2 0 2
Centropogon valerii 9 7 16
C. gutierrezii 4 1 5
Fuchsia splendens 1 0 1
F. microphylla 3 1 4
Symplocos irazuensis (?) 2 0 2
Rhamnus sp. 1 0 1
Miconia sp. 0 1 1
TOIAL 28 10 38
territorial individual may regularly visit more than one species of food plant.
taken; males occupied four of the five. As not all territorial birds in a
given area were collected, possibly females were more widespread than
the data indicate.
The types of food plants the territorial residents visited are listed in
Table 5. No attempt is made in this table to reflect relative utilization of
each plant species; some resident individuals are listed under more than one
food item. The predominant food species in terms. o.f utilization was Cen-
tropogon valerii. Most large clumps of this shrub had a resident Panterpe
at this time of year. Earlier (December to March) when other plant
species, such as Gaiadendron, Macleania, Vaccinium, and Tillandsia were
blooming more commonly, these same clumps of C. valerii had no, o.r very
few, territorial Panterpe, and some clumps were controlled by territorial
Colibri thalassinus, the Green Violet-ear.
By March many of the other plant species that had served as food
sources for Panterpe had finished blooming. At the same time Colibri
disappeared almost entirely from the region and Panterpe began to control
the Centropogon clumps. Most o.f the other plant species that the terri-
torial individuals used from April to July were. either just finishing the
flowering period (Macleania, Tillandsia) o.r were species whose flowering
declines markedly as the rainy season starts (Fuchsia microphylla).
Other species such as Fuchsia splendens, Symplocos irazuensis, and Rham-
nus sp. were just starting to bloom, but were not co.mmon enough o.r
clumped enough to provide by themselves a suitable food source.
Centropogon gutierrezii is not used regularly, partly because it is rela-
tively less common and has fewer flowers per clump than C. valerii, but
primarily because its longer corolla tube (50 mm) is more difficult for the
relatively short-billed Panterpe (20 mm) to use than that of C. valerii
(29 ram). The only hummingbirds o.f the four resident species that reg-
ularly fed at C. gutierrezii flowers were female Eugenes fulgens which have
a 36-mm bill. Panterpe sometimes probed at the outside of the base of the
gutierrezii corolla tube. Thus the abundance of clumps and the large
numbers of flowers per clump of C. valerii, added to the lack o,f other
suitable flowers at this time o.f year, apparently led Panterpe overwhelm-
ingly to use valerii. Panterpe.'s use of valerii during only a restricted period
(April to July) and the quick establishment of territories around other
plant species as they begin to bloom suggest that valerii' is not a preferred
source at all times of the year, but is utilized when other flowers are scarce
or lacking.
Simultaneous with this shift in food sources was a general departure,
probably an altitudinal migration, by most individuals of the other three
hummingbird species in the area. Eugenes and Selasphorus fiammula left as
the flowers they had been using decreased in abundance. Colibri may have
left as the result of the switch by Panterpe to, C. valerii as a primary food
source, producing a strongly competitive situation in which Panterpe won
most of the encounters seen. In general it appeared that the hummingbirds
were reacting to a decline in food supply throughout the Villa Mills region.
For all territorial females that were collected C. valerii was the predom-
inant food source in the territory and the plant visited most frequently.
The males were distributed slightly more widely in terms of food items and
several individuals defended territories that included no, o,r only minor
amounts of C. valerii, particularly early in the sample period befo,re most
other plants had stopped blooming completely. The restricted pattern of
use by females may have been a result of male dominance over females,
but in one well-documented case two males and a female were taken at
different times from the same territory. A male held this territory ini-
tially; a female took it over when the first male was. collected, and a second
male finally claimed it when I collected the female. Both the last two
o,ccupants were previo,usly excluded from the territory and held adjacent
territories. Another case involved three birds with linearly adjacent terri-
tories, a female in the center one. At least one aggressive interaction was
observed at each territorial boundary; neither bird chased the other, and
each returned to its respective territory after a short period of hovering
and calling. This center territory was held for several days before I col-
lected the resident female. As she was no,t marked, I cannot be sure that
the same bird held it througho,ut this period, but the boundary disputes
were observed on the day all three birds were collected. Neither of these
observations supports the notion that females were dominated by males.
The territories that included the Centropogon valerii as the dominant
food plant were often among the smallest territo,ries, because of the shrub's
clumped growth pattern. It may be that territories centered around Centro-
pogon are relatively easy to maintain because of their small size and the
generally inferior quality of the food source. At the same time the
territories that were mo,st diverse florally tended to be largest; perhaps
only a very dominant bird can defend a large territory successfully.
Territorial defense.--Willis (1967: 102) defines a territory behaviorally
as "a space in which one animal or group generally dominates others which
become dominant elsewhere." Unlike many north temperate hummingbird
species, Panterpe has evolved no spectacular dives or pendulum displays
for territorial defense. Once a territory was established, the resident
announced its occupancy vocally only infrequently, usually by a "chit"
or "chittering" call given from a perch within the territory. These calls
seemed to be given most often when another hummingbird flew nearby,
even if the intruder continued out of the. territory. The territorial indi-
viduals sometimes sat on exposed perches, but about as often they perched
in partly hidden places and thus made little active announcement of a
territory either visually or vocally.
A persistent conspecific intruder elicited a direct encounter with the
resident. This most o,ften began with a "chitter" and led to a hovering
flight by one o,r both birds. If bo,th were hovering they often faced each
other about 10 inches apart at about the same height. Usually such a
confrontation ended in an upward flight of several feet or more whereupon
the intruder turned and flew out of the territory. The resident often
followed in a rapid chase well beyond the boundary of the territory. At
other times one or both birds sat o,n an exposed perch while the other
hovered; if only one sat it was usually the resident. The intruder hovered
a short distance away, so,metimes within 3 inches, slightly above and to
the front of the resident. The resident usually kept its body slightly
depressed on the perch, its plumage slightly fluffed, and its bill pointed
at the intruder. Sometimes this type of encounter ended with the intruder
flying rapidly out of the territory, chased by the resident; more often the
resident began to forage as the intruder left. The most active type of
encounter by the resident was a simple, rapid chase, normally caused
by an intruder foraging within the territorial boundaries. This usually was
accompanied by a call of some sort, normally a "chitter."
The commo.nest type of encouter with other species of hummingbirds
was a simple chase during which Panterpe was usually silent. Encounters
with the Slaty Flower-piercer (Diglossa plumbea) varied from simple
chases to hovering flights near the intruder. The type of reaction seemed
to depend on the dominance of Panterpe in relation to Diglossa. If the
Panterpe normally was able to, chase a Diglossa from the territory, it usu-
ally did so immediately. However, some Panterpe of both sexes,
especially later in the year, seemed to be subordinate to an intruding
Diglo.ssa even though the Panterpe otherwise co.ntrolled the area. In these
cases the usual encounter was a hovering flight near the intruder, which
either showed little or no reaction or, more frequently, flew at the Panterpe
and drove it to another part of the territory.
Within this relatively simple framework o.f behavio.ral patterns I was
unable to differentiate sex in the field o.n the basis of behavior. Except
for a rarely-used dry rattle call that I heard only during encounters in
which the resident was a male, all other aspects o.f territorial defense
seemed not to differ between the sexes. Each participated in the dual
hovering flights, the hovering by the intruder with the. resident sitting
(sometimes when the intruder was a male and the resident a female), and
the chases. Bo.th sexes seemed to use the same repertoire o.f calls. (except
the dry rattle call) in similar situations. The defensive displays did not
seem nearly so spectacular or specialized as those found among the no.rth
temperate species (Bent, 1940; Pitelka, 1942) or even in the. resident
Selasphorus fiammula on the Cerro. de la Muerte. This latter species,
presumably a close relative of the Allen (S. sasin) and Rufous (S. ruJus)
Hummingbirds of North America, has a dive display very similar to the
corresponding behavior of its congeners.
DISCUSSION
To my knowledge this is the first documented report of female hum-
mingbirds holding long-term territories during the nonbreeding season;
these territories differ in no significant manner from those. held concur-
rently by males of the same species. As noted earlier, female territoriality
is reported around a nest, but no. good data exist on the extent of nesting
territories o.r their spatial relationship. to dispersion patterns of the available
food supply (see Wagner, 1945, fo.r a suggested relatio.n of Colibri thaias-
sinus nests to dispersion patterns of Salvia mexicana). Territories
in which a nest is defended should be differentiated fro.m those of female
Panterpe in which a food source is defended. In most nesting territories any
defense o.f a food source apparently is strictly secondary and depends on the
chance distribution of certain food items within defensible range. o.f the
nest site.
In a few other species of hummingbirds. the females apparently defend
a spatially restricted food source for sho.rt p.erio.ds during the nonbreeding
season. Among north temperate species, females o.n migration occasionally
hold territories in a locally abundant food source (Pitelka, 1942; Armi-
tage, 1955; Cody, 1968). Female territoriality apparently also occurs in
some hummingbird species o.f lowland tropical regions, a.t least in
Costa Rica (Stiles and Wolf, 1969). The territories were in trees that
flowered abundantly in a particular locality for only a short time. In each
case the tree was the major species most of the local hummingbirds were
visiting, and several territories were crowded into these spatially and
tempo.rally restricted food sources. The territories of these females also
do not seem to differ from those of the males. Maintenance of territories
by females seems to vary seasonally (Wolf, 1969). These territories also
serve no reproductive function.
The territoriality of north temperate migrant and lowland tropical
female hummingbirds is similar in several respects. In both cases the
territories are usually short-term, but for different reasons. In the case of
the migrants, the birds soon leave the area en route to their wintering or
breeding grounds. For the lowland tropical forms, the specific flowers
they visit are usually available for only a few days. Other individuals of
the same plant species may bloom slightly asynchronously in a locality,
but a shift to another tree or patch of shrubs requires a redefinition of the
territorial boundaries and results in a shifting pattern of territories main-
tained throughout the habitat. In both types of territorial systems the
plants on which the birds depend often are locally plentiful, but in scattered
clumps. Thus groups of hummingbirds tend to gather at one point and
the territories are often small. This leads to intense territorial agessive-
ness, but defense over short periods is advantageous because of the abun-
dance of food being defended.
The territories of migrant and lovland tropical hummingbirds differ
from those reported here for Panterpe, which are centered around plant
species, especially C. valerii, that have a long, nearly continuous flower-
ing period and hence provide a continual food supply. Furthermore, the
territories of Panterpe are usually larger and less actively defended. The
size of the territory and the decrease in time required for defense results
from the more dispersed spatial distribution of valerii, and in fact for most
of the plant species on which Panterpe feeds.
The appearance of food-centered territoriality among females in the
present study may have been correlated with restricted or declining food
supplies. In this way these territories did not differ significantly from those
of migrating females. As no intruding individuals normally are allowed to
feed freely at defended sources, seemingly as the number of undefended
areas decreases, pressure increases for a female either to defend a territory
or to leave the region completely and search elsewhere for a more plentiful
source of food. As at least some females remain around Villa Mills, the
declining food supply may be a selective force producing territorial defense
by females. Whether this is the major selective factor depends in part on
whether the females are also territorial at other times of the year, especially
when food is plentiful.
Morphological and behavioral correlates of territoriality in Panterpe.--
In Panterpe territorial defense initially is much less active than in many
o.ther species o.f hummingbirds that have been studied. In general the
resident rarely announces its presence either vocally o.r visually and it has
no specialized dive displays. Yet plumage characteristics seem to play an
important part in inter- and intraspecific aggressive encounters involving
Panterpe. In a species in which the females are also territorial the. sexes
might be expected to behave similarly in territorial defense; this was
found to be the case.
Pitelka (1942) notes that for many north temperate species the primary
methods of territorial defense are vocal and/or visual behavior and he
comments on the apparent difference between several north temperate and
tropical species in this regard. Males o.f most north temperate species
defend their territories by sitting o.n exposed perches in the open and by a
ritualized chase that normally takes the form of dive displays. Only Anna's
Hummingbird among North American species uses vocal defensive behavior
to any important extent (Pitelka, 1942). Even while calling, the male
Anna's normally sits on an exposed perch pro.viding visual signals at the
same time. Among several tropical species that Skutch (1940) studied, vocal
announcement of territories is more important, although several of the
species normally sit on exposed perches within the territory. Further
studies (Skutch, 1951, 1964), especially of forest dwelling hermits (Phae-
thornis spp.), reveal an overriding importance of vocal communication in
territories that have been established as areas for attracting mates and
have little or nothing to do. with feeding.
In many hummingbirds the bright iridescent patterns o.f the males of
sexually dimorphic species seem to. have evolved as functional parts of the
visual communication patterns associated with territorial defense. The
male Anna's flashes his bright gorget at the base of the dive displays, many
of which seem to be oriented to. produce the proper alignment to the sun to
achieve this flash (Hamilton, 1965), and also flashes it when he is perched
in an exposed position in his territory. Even females seem to be treated
aggressively when they first intrude on the male's occupied territory
during the breeding season (Pitelka, 1942). Although the male's displays
may lead to courtship and eventually to mating, the sequence rarely has
been observed (Wagner, 1954; Skutch, 1958), and possibly other behav-
ioral patterns are more closely asso.ciated with postaggressive mating
behavior. In any case the primary, initial reaction o.f a territorial bird to
an intruder of whatever sex or species is usually aggressive. Thus one
might expect to find a similarity of plumage pattern signals in the sexes
in those species in which female territoriality is knovn, and in which visual
signals are important in aggressive displays.
Among the resident tropical species in which female territoriality is
known or strongly suspected (Phaeochroa cuvierii, Amazilia rutila, and A.
saucerottei in the lowlands and Panterpe insignis in the highlands) one
common denominator is the lack o.f marked sexual dimorphism in plumage
color. The rufo.us venter of A. rutila females tends to be slightly duller
than in males, but otherwise the sexes o.f each species are nearly identical in
color (Ridgway, 1911). Of these four species, two (A. saucerottei and
Panterpe have bright iridescent patches on the plumage in addition to
the general iridescent green o.f the back found in many species. This sug-
gests that in species in which female territoriality has evolved it has been
accompanied by a convergence (o.r nondivergence) of those parts of plu-
mage patterns and coloration that may play an important role in aggressive
displays associated with territorial defense.
This is not the case among north temperate species in which the females
are much duller than the breeding males and in general lack the bright
flash patterns. Most reports of territoriality during fall migration are of
females or young males, all in essentially the same plumage (Pitelka, 1942;
Armitage, 1955; Miller and Stebbins, 1964). The aggressive encounters
normally involve calling and flitting chases. As both sexes generally are in
the same plumage, although dull, little selective pressure probably is ex-
erted to produce a strikingly colored plumage for this relatively short
period of the year when territoriality is an important and relatively common
phenomenon. Among wintering Ruby-throated Hummingbirds (Archi-
lochus colubris) in Costa Rica we saw no adult males in breeding plumage
and little evidence of territorial establishment, although most individuals
maintained a distance barrier wherever they happened to be feeding. Dur-
ing spring migration, although both males and females hold territories
(Cody, 1968), the sexes still are strongly dimorphic in plumage coloration.
This may relate to the importance of rapid sex recognition and the facili-
tation of mating once the species arrive on the breeding grounds (see
Hamilton, 1961, for a similar possibility a.mong migrant species of certain
families of North American p.asserines). The reasons for the marked
dimo.rphis.m in plumage of the resident Anna's Hummingbird o.f California
are not clear at this time.
Other species of hummingbirds that have. similar plumage convergence
between the sexes also might show female territoriality at some season of
the year. At the current state o.f our knowledge. of social systems of hum-
mingbirds, it seems best to. restrict this hypothesis to those species in
which visual signals are important components o.f aggressive behavior
patterns. The species o.f hummingbirds in which the plumage is sexually
mo.nomorphic, but dull, might also show certain convergences to. accompany
TABLE 6
SEXUAL DIMORPHISM AND FEMALE HUM1VtlNGBIRD TERRITORIALITY 1
Per cent deviation e
Species Wing Tail Bill
Phaeochroa cuvierii -- 6.4 -- 0.5 q. 4.9
Resident females Amazilia saucerottei -- 4.2 -- 2.9 q- 1.0
holding nonbreeding Amazilia rutils -- 7.1 -- 6.1 q- 5.5
territories Panterpe insignis -- 6.3 -- 7.1 q- 1.1
Average value -- 6.0 -- 4.2 q- 3.1
Eugenes fulgens -- 5.5 -- 9.6 q.17.1
Resident females Selasphorus sasin q.10.0 -- 3.5 q.11.9
NOT holding S. fiammula q- 4.5 -- 4.7 q.10.2
nonbreeding Archilochus colubris --15.6 q- 5.2 q.14.4
territories Calypte anna -- 1.2 --13.1 q- 3.3
Average value (absolute) 7.2 7.2 11.4
Each figure for a species is the deviation of the length of the appendage of an average female
from an average male, which was taken as 100 per cent.
"ata from Ridgway (1911).
female territoriality, if present, but these would be more likely to occur in
the vocal communication patterns.
One group o,f hummingbirds in which many of the species are mono-
morphically dull is the genus Phaethornis and the closely related genera
o.f hermits. Possibly females o.f these species might be territorial, but they
probably are not (Skutch, 1951, 1964). More likely the coloration of these
birds of the dark forest understory is protective or concealing and the
primary territorial and mating signals are vocal. In at least some of these
species the males gather into singing assemblies in which scattered and
apparently territorial males sing most of the day at certain seasons. The
actual significance o.f these singing assemblies is not well-documented
although Skutch (1951, 1964) feels that they are primarily courtship and
mating grounds, or a vocal form o.f lek display.
A further morphological correlate o.f female territoriality might be
expected in bill length (Selander, 1966), an important component of the
feeding apparatus. If these female territories, at least among resident trop-
ical species, are important primarily during periods of limited food supply
when both sexes tend to use the same food plants, one might expect the
feeding apparatus o.f the two sexes to be selected for more similarity than
among hummingbirds in which the selective pressure o.n females seems to
be to enable them to use sources the territorial males do not normally
exploit. In general the species in which female territoriality is known o.r
strongly suspected do indeed show marked similarity between the sexes
in the length of the bill (Table 6). In most species o.f hummingbirds the
bill of the female averages longer than that of the male, even though the
female, at least of the larger species, is often smaller. Thus the male and
female o.f Calypte anna might frequently exploit the same food species,
which seems to be the case around Los Angeles during the breeding season
(Stiles, pers. comm.).
Selection, then, among these species that show female territoriality, prob-
ably has increased the effectiveness of the aggressive signals of the female
and in the process has increased the sexual monomo.rphism of plumage
coloration in those forms in which plumage plays an important communi-
cative role in aggressive encounters. At the same time the declining food
supplies encourage selection for similarity of bill length, probably toward
the length most effective for exploiting the common food plants when both
sexes exhibit territorial behavior.
ACKNOWLEDGMENTS
This study was initiated while I was a faculty member of a course in tropical
biology sponsored by the Organization for Tropical Studies and the National Science
Foundation. At various times students in the course, especially Don Viers, F. Gary
Stiles, Willard Harwood, and Richard Sage, helped me in the field. Financial support
for most of the field work came from an Elsie Binger Naumberg fellowship (1966-
1967) from the American Museum of Natural History. The Organization for Tropical
Studies, through its Costa Rican office, supplied administrative and logistic support.
I wish to thank especially the following members of that organization: the director,
Stephen Preston, Jorge Campabadal, Liliana Escheverria, and Norman Scott. The
owners of the Pension Georgina near Villa Mills, Costa Rica, kindly provided suitable
field accomodations. My wife, Janet, helped with most of the field work. Mildred
Mathias and Peter Raven helped with plant identifications. F. G. Stiles and R. T.
Holmes kindly offered helpful comments on an early draft of the manuscript.
SUMMARY
Studies were conducted of territoriality in the brightly monomorphic hummingbird, Panterpe insignis, in the mountains of Costa Rica in 1965-67. Collections of territorial birds from March to July 1967, a nonbreeding period, revealed that females were holding relatively long-term feeding territories generally centered around Centropogon valerii as the primary food source. It is suggested that this female territoriality may be causally related to declining food supplies at this time of year.
Female territoriality in Panterpe is compared to that of other species in which females hold territories during the nonbreeding season. In general the type of territoriality reflects the temporal and spatial distribution of the food sources and the residency status of the birds.
Finally, it is suggested that female territoriality in hummingbirds is accompanied by strong selection for sexual monomorphism in plumage coloration as advantageous in aggressive encounters, and for sexual similarity in bill length as advantageous for efficient utilization of the limited food sources.
LITERATURE CITED
ARMITAOE, K. B. 1955. Territorial behavior in fall migrant Rufous Hummingbirds.
Condor, 57: 239-240.
BENT, A.C. 1940. Life histories of North American cuckoos, goatsuckers, humming-
birds, and their allies. U.S. Natl. Mus., Bull. 176.
ConY, M. L. 1968. Interspecific territoriality among hummingbird species. Condor,
70: 270-271.
DORST, J. 1962. Nouvelles recherches biologiques sur les trochilids des hautes Andes
P6ruviennes (Oreothrochilus estella). Oiseau, 32: 95-126.
HArmTON, T.H. 1961. On the functions and causes of sexual dimorphism in breed-
ing plumage characters of North American species of warblers and orioles. Amer.
Naturalist, 95: 121-123.
HAtarTON, W. J., III. 1965. Sun-oriented display of the Anna's Hummingbird.
Wilson Bull., 77: 38-44.
LEGG, r., AND F. A. PITELKA. 1956. Ecological overlap of Allen and Anna Hum-
mingbirds at Santa Cruz, California. Condor, 58: 393-405.
MrLER, A. H., ^ND R. C. STEBBNS. 1964. The lives of desert animals in Joshua
Tree National Monument. Los Angeles, Univ. Caiifornia Press.
NtCOLSON, E. M. 1931. Field notes on the Guiana King Hummingbird. Ibis, 1,
13th Ser.: 534-553.
PTELK^, F.A. 1942. Territoriality and related problems in North American hum-
mingbirds. Condor, 44: 189-204.
Rmgw^Y, R. 1911. The birds of North and Middle America. U.S. Natl. Mus.,
Bull. 50: 1-859.
Scr^g, C. W. 1939. Hummingbird notes. Cardinal, 5: 17-18.
SEL^NDrR, R.K. 1965. On mating systems and sexual selection. Amer. Naturalist,
99: 129-141.
SrZ^NDeR, R. K. 1966. Sexual dimorphism and differential niche utilization in
birds. Condor, 68: 113-151.
Sxvrc, A. F. 1940. Accounts in Life histories of North American cuckoos, goat-
suckers, hummingbirds, and their allies (A. C. Bent). U.S. Natl. Mus., Bull.
176.
SKVCIg, A.F. 1951. Life history of Longuemare's Hermit Hummingbird. Ibis, 93:
180-195.
SKVC, A. F. 1958. Life history of the Violet-headed Hummingbird. Wilson
Bull., 70: 5-19.
Sxvtc, A. F. 1964. Life histories of Hermit Hummingbirds. Auk, 81: 5-25.
Srvn, P. 1964. The birds of Costa Rica. Bull. Amer. Mus. Nat. Hist., 128: 1-430.
STmES, F. G., ^tip L. L. Wozr. 1969. Hummingbird territoriality at a tropical
flowering tree. Auk, in press.
W^GNrR, H.O. 1945. Notes on the life history of the Mexican Violet-ear. Wilson
Bull., 57: 165-187.
W^GNrR, H. O. 1954. Versuch einer Analyse der Kolibribalz. Z. Tierpsychol., 11:
182-212.
Wrzs, E. O. 1967. The behavior of bicolored antbirds. Univ. California Publ.
Zool., 79: 1-127.
WoLf, L. L. 1969. The impact of seasonal flowering regimes on the biology of
some tropical hummingbirds. Condor, 71 in press.
Department oj Zoology, Syracuse University, Syracuse, New York
13210.