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Fortis
FTS

Overview Fund Activity

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.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
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

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$4.35K 112 – –
AF
252
Advisornet Financial
Minnesota
$3.88K 100 – –
VWM
253
Venturi Wealth Management
Texas
$3.77K 97 +97 New
NRG
254
Nemes Rush Group
Michigan
$3.77K 97 – –
BCWM
255
Bartlett & Co Wealth Management
Ohio
$3.65K 94 – –
GWSG
256
GPS Wealth Strategies Group
Colorado
$3.57K 92 +91 +9,100%
MWM
257
Mascoma Wealth Management
New Hampshire
$3.53K 91 – –
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.19K 82 – –
MLA
259
MB, Levis & Associates
Pennsylvania
$2.99K 77 – –
PTC
260
Private Trust Company
Ohio
$2.91K 75 – –
PS
261
Principal Securities
Iowa
$2.37K 61 – –
RWMG
262
Redwood Wealth Management Group
New Jersey
$2.33K 60 +60 New
IGWM
263
ICA Group Wealth Management
Colorado
$2.06K 53 – –
PCM
264
Penserra Capital Management
California
$2K 39 – –
OWA
265
Opal Wealth Advisors
New York
$1.98K 51 +51 New
Group One Trading
266
Group One Trading
Illinois
$1.32K 34 – –
CPG
267
Cornerstone Planning Group
New Jersey
$1.3K 31 +7 +29%
W
268
WealthCollab
Washington
$1.28K 33 -105 -76%
MG
269
Mather Group
Illinois
$988 25 – –
TWD
270
True Wealth Design
Ohio
$816 21 +4 +24%
AWM
271
Avior Wealth Management
Nebraska
$776 20 +4 +25%
LFG
272
Larson Financial Group
Missouri
$660 17 +17 New
BTI
273
Blue Trust Inc
Georgia
$514 13 +13 New
HNB
274
Huntington National Bank
Ohio
$39 1 – –
OAC
275
OMERS Administration Corp
Ontario, Canada
– – -2,438,417 Closed
9 10
11
12 13