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Fortis
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: 2 → 3 (+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: 281 → 275 (-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
Top Buyers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$176M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$59M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$50.4M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$37.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$32.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
301
CoreCap Advisors
Southfield,
Michigan
| – | -$6.25K | -158 | Closed |
|
|
BBHC
302
Brown Brothers Harriman & Co
New York
| – | -$5.25K | -133 | Closed |
|
|
GEA
303
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$4.39K | -111 | Closed |
|
|
AA
304
Addison Advisors
Middlebury,
Vermont
| – | -$4.35K | -110 | Closed |
|
|
CCM
305
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$2.25K | -57 | Closed |
|
|
SL
306
Salomon & Ludwin
Richmond,
Virginia
| – | -$1.66K | -42 | Closed |
|
|
PO
307
Private Ocean
San Rafael,
California
| – | -$1.07K | -27 | Closed |
|
308
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$355 | +9 | New |
|