FTS icon

Fortis
FTS

Overview Fund Activity

281 hedge funds and large institutions have $10.2B invested in Fortis in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
98
Reduced
100
Closed
22
Calls
$68.4M
Puts
$31.6M
Net Calls
+$36.8M
Net Calls Change
+$26.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$180M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.15B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$326M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$290M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$272M
2
Fidelity International
2
Fidelity International
Bermuda
$692M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.21B
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$150M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
CoreCap Advisors
Michigan
$6.25K +$6.25K +158 New
FFA
252
Farther Finance Advisors
California
$5.91K -$512 -13 -8%
W
253
WealthCollab
Washington
$5.45K – – –
BBHC
254
Brown Brothers Harriman & Co
New York
$5.26K – – –
TCG
255
Transcendent Capital Group
Oklahoma
$4.9K – – –
CFGS
256
Concourse Financial Group Securities
Alabama
$4.43K – – –
NF
257
Norwood Financial
Pennsylvania
$4.42K – – –
GEA
258
Glen Eagle Advisors
New Jersey
$4.39K -$11.4K -288 -72%
AA
259
Addison Advisors
Vermont
$4.35K – – –
AF
260
Advisornet Financial
Minnesota
$3.95K – – –
NRG
261
Nemes Rush Group
Michigan
$3.83K – – –
BCWM
262
Bartlett & Co Wealth Management
Ohio
$3.71K – – –
MWM
263
Mascoma Wealth Management
New Hampshire
$3.6K – – –
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.24K – – –
MLA
265
MB, Levis & Associates
Pennsylvania
$3.04K – – –
PTC
266
Private Trust Company
Ohio
$2.96K – – –
PS
267
Principal Securities
Iowa
$2.41K +$553 +14 +30%
CCM
268
Copeland Capital Management
Pennsylvania
$2.25K – – –
IGWM
269
ICA Group Wealth Management
Colorado
$2.09K – – –
FMP
270
Financial Management Professionals
Texas
$2K -$1.37K -39 -41%
SAM
271
Smartleaf Asset Management
Massachusetts
$1.85K +$1.85K +47 New
SL
272
Salomon & Ludwin
Virginia
$1.66K – – –
Group One Trading
273
Group One Trading
Illinois
$1.34K +$1.34K +34 New
PO
274
Private Ocean
California
$1.07K +$1.07K +27 New
MG
275
Mather Group
Illinois
$1.03K +$1.03K +25 New
9 10
11
12 13