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Fortis
FTS

Overview Fund Activity

295 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, 115 increasing their positions, 89 reducing their positions, and 28 closing their positions.

Holders
295
Holders Change
+7
Holders Change %
+2.43%
% of All Funds
3.93%
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
115
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
1
Geode Capital Management
Massachusetts
$181M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$218M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$246M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$887M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.01B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$270M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.6M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
276
MB, Levis & Associates
Pennsylvania
$3.2K – – –
PTC
277
Private Trust Company
Ohio
$3.12K – – –
SS
278
SBI Securities
Japan
$3.04K +$3.04K +73 New
SWM
279
Spire Wealth Management
Virginia
$2.91K +$2.91K +70 New
W
280
WealthCollab
Washington
$2.5K +$1.12K +27 +82%
CPG
281
Cornerstone Planning Group
New Jersey
$2.39K +$781 +18 +49%
CCM
282
Copeland Capital Management
Pennsylvania
$2.37K – – –
GWM
283
Geneos Wealth Management
Colorado
$1.79K +$1.79K +43 New
Optiver Holding
284
Optiver Holding
Netherlands
$1.29K +$1.29K +31 New
FFA
285
Frazier Financial Advisors
Ohio
$1.04K +$1.04K +25 New
MG
286
Mather Group
Illinois
$1.04K – – –
PCM
287
Penserra Capital Management
California
$1K – – –
TWD
288
True Wealth Design
Ohio
$998 +$125 +3 +14%
VHAM
289
Van Hulzen Asset Management
California
$998 +$998 +24 New
LFG
290
Larson Financial Group
Missouri
$707 – – –
AWM
291
Avior Wealth Management
Nebraska
$665 -$416 -10 -38%
SN
292
Sittner & Nelson
Oregon
$125 – – –
NS
293
NBC Securities
Alabama
$72 -$125K -1,731 -100%
HNB
294
Huntington National Bank
Ohio
$42 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
295
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21M -462,321 Closed
PE
296
Point72 Europe
United Kingdom
– -$18M -395,474 Closed
AP
297
Antipodes Partners
Australia
– -$4.21M -92,613 Closed
Man Group
298
Man Group
United Kingdom
– -$2M -43,997 Closed
WHRC
299
W.H. Reaves & Co
New Jersey
– -$1.54M -33,970 Closed
SEC
300
Seven Eight Capital
New York
– -$1.05M -23,106 Closed
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