FTS icon

Fortis
FTS

Overview Fund Activity

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.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
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
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$86.8M 2,180,671 +115,162 +6%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$83.3M 2,142,695 +512,103 +31%
Renaissance Technologies
28
Renaissance Technologies
New York
$75.6M 1,945,202 -147,800 -7%
Invesco
29
Invesco
Georgia
$57.6M 1,484,217 -93,750 -6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$57.4M 1,479,382 +3,800 +0.3%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$57.4M 1,477,446 +273,301 +23%
Charles Schwab
32
Charles Schwab
California
$49.7M 1,278,803 +1,278,803 New
Amundi
33
Amundi
France
$48.5M 1,123,073 +17,859 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$47.9M 1,234,416 -264,768 -18%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.7M 1,161,103 +462,269 +66%
BlackRock
36
BlackRock
New York
$42.1M 1,082,968 -5,563 -0.5%
QI
37
QV Investors
Alberta, Canada
$39.5M 1,017,183 -9,756 -1%
DPIM
38
Duff & Phelps Investment Management
Illinois
$38.2M 981,900 – –
Aviva
39
Aviva
United Kingdom
$37.7M 971,049 +199,286 +26%
GC
40
Guardian Capital
Ontario, Canada
$35M 901,978 -312,569 -26%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$34.7M 892,154 -16,956 -2%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$33.4M 858,512 +83,858 +11%
DZ Bank
43
DZ Bank
Germany
$32.6M 839,629 +720,767 +606%
UBS AM
44
UBS AM
Illinois
$32.4M 834,833 +834,833 New
CAM
45
Cidel Asset Management
Ontario, Canada
$30.4M 782,827 +233,743 +43%
MSRPS
46
Maryland State Retirement & Pension System
Maryland
$23.3M 599,339 +9,292 +2%
Deutsche Bank
47
Deutsche Bank
Germany
$22.8M 586,627 +66,052 +13%
Canada Life
48
Canada Life
Manitoba, Canada
$21.5M 553,339 -3,912 -0.7%
CIPU
49
Caledonia Investments plc (UK)
United Kingdom
$20.4M 526,700 – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$20M 514,779 -18,564 -3%
1
2
3 4 5