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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Addison Advisors
Vermont
$4.53K – – –
AF
252
Advisornet Financial
Minnesota
$4.11K – – –
BC
253
Bartlett & Co
Ohio
$4K – – –
FMP
254
Financial Management Professionals
Texas
$4K +$458 +11 +13%
NRG
255
Nemes Rush Group
Michigan
$3.99K – – –
BCWM
256
Bartlett & Co Wealth Management
Ohio
$3.86K – – –
MWM
257
Mascoma Wealth Management
New Hampshire
$3.74K – – –
MLA
258
MB, Levis & Associates
Pennsylvania
$3.17K – – –
BCMLT
259
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.12K – – –
PTC
260
Private Trust Company
Ohio
$3.09K – – –
CCM
261
Copeland Capital Management
Pennsylvania
$2.34K – – –
IGWM
262
ICA Group Wealth Management
Colorado
$2.18K +$2.18K +53 New
PS
263
Principal Securities
Iowa
$1.93K +$1.93K +47 New
SL
264
Salomon & Ludwin
Virginia
$1.6K – – –
PCM
265
Penserra Capital Management
California
$1K – – –
BTI
266
Blue Trust Inc
Georgia
$1K +$1K +23 New
AWM
267
Avior Wealth Management
Nebraska
$658 – – –
TWD
268
True Wealth Design
Ohio
$412 +$82 +2 +25%
FGAM
269
Financial Gravity Asset Management
Texas
$55 +$28 +1 +100%
HNB
270
Huntington National Bank
Ohio
$41 – – –
GWSG
271
GPS Wealth Strategies Group
Colorado
$41 – – –
CFD
272
Creative Financial Designs
Indiana
$18 -$16 – –
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$17M -447,427 Closed
PE
274
Point72 Europe
United Kingdom
– -$9.51M -249,850 Closed
State of Wisconsin Investment Board
275
State of Wisconsin Investment Board
Wisconsin
– -$5.97M -156,374 Closed
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