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275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

0.39% more ownership

Funds ownership: 51.83%52.22% (+0.39%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less capital invested

Capital invested by funds: $10.2B → $10.1B (-$140M)

5% less call options, than puts

Call options by funds: $45.3M | Put options by funds: $47.6M

2% less funds holding

Funds holding: 281275 (-6)

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$36.2K +$946 +24 +3%
SPIA
227
Steward Partners Investment Advisory
New York
$32.9K -$15.3K -389 -31%
EWA
228
EverSource Wealth Advisors
Alabama
$32.7K +$4.58K +116 +17%
RI
229
Ridgewood Investments
New Jersey
$31.6K +$32.1K +815 New
CHA
230
Carmichael Hill & Associates
Maryland
$30.3K
RWPA
231
Richard W. Paul & Associates
Michigan
$29.9K
VCM
232
Versant Capital Management
Arizona
$29.1K
Bessemer Group
233
Bessemer Group
New Jersey
$25K -$12.8K -325 -33%
GWP
234
Gen-Wealth Partners
Michigan
$17.8K
GIS
235
Grayhawk Investment Strategies
Alberta, Canada
$17.7K -$16.7K -423 -56%
HCP
236
Hexagon Capital Partners
Arkansas
$16.1K -$2.13K -54 -12%
HPC
237
HM Payson & Co
Maine
$14.3K
AF
238
Allworth Financial
California
$14.3K +$3.35K +85 +32%
GRP
239
Global Retirement Partners
California
$13.2K +$158 +4 +1%
HI
240
Harbour Investments
Wisconsin
$13.2K
Simplex Trading
241
Simplex Trading
Illinois
$13K +$13.4K +339 New
CWP
242
Concord Wealth Partners
Virginia
$11.7K
FFA
243
Farther Finance Advisors
California
$10.9K +$5.25K +133 +89%
TFIPS
244
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.5K
FCA
245
FinTrust Capital Advisors
South Carolina
$8.74K
FHA
246
First Horizon Advisors
Tennessee
$7.92K +$631 +16 +9%
SFCL
247
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.53K +191 New
FMP
248
Financial Management Professionals
Texas
$5K +$3.19K +81 +142%
TCG
249
Transcendent Capital Group
Oklahoma
$4.82K
SAM
250
Smartleaf Asset Management
Massachusetts
$4.68K +$2.88K +73 +155%