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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
CFGS
251
Concourse Financial Group Securities
Alabama
$4.35K
AF
252
Advisornet Financial
Minnesota
$3.88K
VWM
253
Venturi Wealth Management
Texas
$3.77K +$3.83K +97 New
NRG
254
Nemes Rush Group
Michigan
$3.77K
BCWM
255
Bartlett & Co Wealth Management
Ohio
$3.65K
GWSG
256
GPS Wealth Strategies Group
Colorado
$3.57K +$3.59K +91 +9,100%
MWM
257
Mascoma Wealth Management
New Hampshire
$3.53K
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.19K
MLA
259
MB, Levis & Associates
Pennsylvania
$2.99K
PTC
260
Private Trust Company
Ohio
$2.91K
PS
261
Principal Securities
Iowa
$2.37K
RWMG
262
Redwood Wealth Management Group
New Jersey
$2.33K +$2.37K +60 New
IGWM
263
ICA Group Wealth Management
Colorado
$2.06K
PCM
264
Penserra Capital Management
California
$2K
OWA
265
Opal Wealth Advisors
New York
$1.98K +$2.01K +51 New
Group One Trading
266
Group One Trading
Illinois
$1.32K
CPG
267
Cornerstone Planning Group
New Jersey
$1.3K +$276 +7 +29%
W
268
WealthCollab
Washington
$1.28K -$4.14K -105 -76%
MG
269
Mather Group
Illinois
$988
TWD
270
True Wealth Design
Ohio
$816 +$158 +4 +24%
AWM
271
Avior Wealth Management
Nebraska
$776 +$158 +4 +25%
LFG
272
Larson Financial Group
Missouri
$660 +$670 +17 New
BTI
273
Blue Trust Inc
Georgia
$514 +$513 +13 New
HNB
274
Huntington National Bank
Ohio
$39
OAC
275
OMERS Administration Corp
Ontario, Canada
-$96.4M -2,438,417 Closed