FTS icon

Fortis
FTS

Overview Fund Activity

288 hedge funds and large institutions have $11.6B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
288
Holders Change
+13
Holders Change %
+4.73%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
110
Reduced
94
Closed
18
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$1.12B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$71.1M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$402M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$236M
5
Bank of America
5
Bank of America
North Carolina
$137M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$197M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$93.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$378M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
251
Hemington Wealth Management
Virginia
$13K 312 +312 New
TFIPS
252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.4K 272 – –
FCA
253
FinTrust Capital Advisors
South Carolina
$10.2K 225 – –
VWM
254
Venturi Wealth Management
Texas
$9.23K 203 +106 +109%
CA
255
CoreCap Advisors
Michigan
$7.05K 155 +155 New
FMP
256
Financial Management Professionals
Texas
$6K 138 – –
TCG
257
Transcendent Capital Group
Oklahoma
$5.64K 124 – –
SAM
258
Smartleaf Asset Management
Massachusetts
$5.47K 120 – –
GM
259
GeoWealth Management
Illinois
$5.27K 116 +116 New
HWA
260
HHM Wealth Advisors
Tennessee
$5.23K 115 +115 New
CFGS
261
Concourse Financial Group Securities
Alabama
$5.09K 112 – –
SFCL
262
Strengthening Families & Communities LLC
Massachusetts
$4.99K 110 -81 -42%
AF
263
Advisornet Financial
Minnesota
$4.54K 100 – –
BCWM
264
Bartlett & Co Wealth Management
Ohio
$4.27K 94 – –
GWSG
265
GPS Wealth Strategies Group
Colorado
$4.22K 93 +1 +1%
MWM
266
Mascoma Wealth Management
New Hampshire
$4.14K 91 – –
NRG
267
Nemes Rush Group
Michigan
$3.83K 97 – –
BCMLT
268
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.73K 82 – –
NSIM
269
North Star Investment Management
Illinois
$3.58K 79 +79 New
MLA
270
MB, Levis & Associates
Pennsylvania
$3.5K 77 – –
PTC
271
Private Trust Company
Ohio
$3.41K 75 – –
PS
272
Principal Securities
Iowa
$2.77K 61 – –
BTI
273
Blue Trust Inc
Georgia
$2.72K 70 +57 +438%
CCM
274
Copeland Capital Management
Pennsylvania
$2.59K 57 +57 New
GSEP
275
Golden State Equity Partners
California
$1.95K 43 +43 New
9 10
11
12 13