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Fortis
FTS

297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290 → 297 (+7)

1.33% less ownership

Funds ownership: 52.08% → 50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$81M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$57.6M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$39.9M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$31.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.1M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$149M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$81.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.8M
4
Goldman Sachs
Goldman Sachs
New York
-$39.9M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
276
Mascoma Wealth Management
New Hampshire
$3.78K – – –
BCMLT
277
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K – – –
MLA
278
MB, Levis & Associates
Pennsylvania
$3.2K – – –
PTC
279
Private Trust Company
Ohio
$3.12K – – –
SS
280
SBI Securities
Japan
$3.04K +$3.19K +73 New
SWM
281
Spire Wealth Management
Virginia
$2.91K +$3.06K +70 New
W
282
WealthCollab
Washington
$2.5K +$1.18K +27 +82%
CPG
283
Cornerstone Planning Group
New Jersey
$2.39K +$787 +18 +49%
CCM
284
Copeland Capital Management
Pennsylvania
$2.37K – – –
GWM
285
Geneos Wealth Management
Colorado
$1.79K +$1.88K +43 New
Optiver Holding
286
Optiver Holding
Netherlands
$1.29K +$1.36K +31 New
FFA
287
Frazier Financial Advisors
Ohio
$1.04K +$1.09K +25 New
MG
288
Mather Group
Illinois
$1.04K – – –
PCM
289
Penserra Capital Management
California
$1K – – –
TWD
290
True Wealth Design
Ohio
$998 +$131 +3 +14%
VHAM
291
Van Hulzen Asset Management
California
$998 +$1.05K +24 New
LFG
292
Larson Financial Group
Missouri
$707 – – –
AWM
293
Avior Wealth Management
Nebraska
$665 -$437 -10 -38%
SN
294
Sittner & Nelson
Oregon
$125 – – –
NS
295
NBC Securities
Alabama
$72 -$75.7K -1,731 -100%
HNB
296
Huntington National Bank
Ohio
$42 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
297
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21M -462,321 Closed
PE
298
Point72 Europe
United Kingdom
– -$18M -395,474 Closed
AP
299
Antipodes Partners
Australia
– -$4.21M -92,613 Closed
Man Group
300
Man Group
United Kingdom
– -$2M -43,997 Closed
9 10 11
12
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FTS Hedge Fund Activity: Q4 2024 in Review

297 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q4 2024, worth a combined $10.5B — down 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FTS positions and 28 closed out — a net gain of 12 holders — while 117 added to existing stakes and 89 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $81M. The largest seller was Fidelity International, cutting an estimated $149M.

  • 297 institutional investors held Fortis (FTS) as of Q4 2024, up from 290 in Q3 2024.
  • Funds reported $10.5B of Fortis stock for Q4 2024, down 11% quarter-over-quarter.
  • 40 funds opened new Fortis positions in Q4 2024 and 28 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q4 2024 was Geode Capital Management, an estimated $81M added.
  • The largest Fortis seller in Q4 2024 was Fidelity International, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2024.