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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.

New
Increased
Maintained
Reduced
Closed
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 %
PCM
276
Penserra Capital Management
California
$1K – – –
CPG
277
Cornerstone Planning Group
New Jersey
$958 +$958 +24 New
TWD
278
True Wealth Design
Ohio
$672 +$277 +7 +70%
AWM
279
Avior Wealth Management
Nebraska
$632 – – –
HNB
280
Huntington National Bank
Ohio
$40 – – –
GWSG
281
GPS Wealth Strategies Group
Colorado
$40 – – –
MSV
282
MN Services Vermogensbeheer
Netherlands
– -$9.5M -229,800 Closed
PAS
283
Point72 Asia (Singapore)
Singapore
– -$7.62M -185,100 Closed
Arrowstreet Capital
284
Arrowstreet Capital
Massachusetts
– -$7.23M -175,846 Closed
OA
285
Oxbow Advisors
Texas
– -$4.41M -107,323 Closed
QC
286
Quadrature Capital
United Kingdom
– -$3.76M -91,200 Closed
BFS
287
Baskin Financial Services
Ontario, Canada
– -$3.53M -85,825 Closed
TI
288
Trexquant Investment
Connecticut
– -$2.18M -53,116 Closed
AIM
289
Aigen Investment Management
New York
– -$1.16M -28,204 Closed
OTPPB
290
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.14M -27,616 Closed
UBS AM
291
UBS AM
Illinois
– -$525K -12,753 Closed
BFG
292
Bleakley Financial Group
New Jersey
– -$317K -7,698 Closed
Cerity Partners
293
Cerity Partners
New York
– -$254K -6,167 Closed
FTDI
294
First Trust Direct Indexing
Massachusetts
– -$220K -5,340 Closed
VEA
295
Virtus ETF Advisers
New York
– -$207K -5,035 Closed
AAM
296
Advisors Asset Management
Colorado
– -$176K -4,281 Closed
ASN
297
Advisory Services Network
Georgia
– -$119K -2,901 Closed
TWM
298
Tradition Wealth Management
Minnesota
– -$80K -1,936 Closed
PFA
299
Pathway Financial Advisers
Indiana
– -$12K -291 Closed
TVAMP
300
Tennessee Valley Asset Management Partners
Tennessee
– -$6.95K -169 Closed
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