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Fortis
290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
29% more call options, than puts
Call options by funds: $72.1M | Put options by funds: $55.9M
18% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 94
17% more capital invested
Capital invested by funds: $10.1B → $11.7B (+$1.68B)
5% more funds holding
Funds holding: 275 → 290 (+15)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 52.22% → 52.08% (-0.14%)
Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Top Buyers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$118M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$66.9M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$40.7M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$39.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$32.3M |
Top Sellers
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$173M |
| 2 |
Goldman Sachs
New York
|
-$87.7M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$37.8M |
| 4 |
Renaissance Technologies
New York
|
-$21.3M |
| 5 |
Morgan Stanley
New York
|
-$19.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFM
301
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$62.1K | -1,600 | Closed |
|
|
LWANC
302
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$45.4K | -1,169 | Closed |
|
303
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$36.2K | -924 | Closed |
|
|
GIS
304
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| – | -$17.7K | -332 | Closed |
|
|
RWMG
305
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$2.33K | -60 | Closed |
|
|
OWA
306
Opal Wealth Advisors
Jericho,
New York
| – | -$1.98K | -51 | Closed |
|
307
Group One Trading
Chicago,
Illinois
| – | -$1.45K | -34 | Closed |
|