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281 hedge funds and large institutions have $10.2B invested in Fortis in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $68.4M | Put options by funds: $31.6M

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

3% more funds holding

Funds holding: 272281 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 100

1.22% less ownership

Funds ownership: 53.05%51.83% (-1.2%)

5% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$560M)

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
98
Reduced
100
Closed
23
Calls
$68.4M
Puts
$31.6M
Net Calls
+$36.8M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$20.6M -$546K -13,721 -3%
NEI
52
Northwest & Ethical Investments
Ontario, Canada
$18.5M -$142K -3,567 -0.8%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$18.5M -$895K -22,476 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.4M +$4.73M +118,774 +37%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$17.1M +$4.46M +111,900 +35%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$15M -$72.6K -1,822 -0.5%
CGH
57
Crossmark Global Holdings
Texas
$13.3M -$300K -7,545 -2%
PGH
58
Partners Group Holding
Switzerland
$12.9M -$31.6K -794 -0.2%
Baillie Gifford & Co
59
Baillie Gifford & Co
United Kingdom
$12.6M -$3.53M -88,593 -22%
AC
60
Addenda Capital
Quebec, Canada
$11.9M +$1.7M +42,636 +24%
Franklin Resources
61
Franklin Resources
California
$11.9M +$129K +3,250 +1%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$11.8M +$1.2M +30,103 +11%
RCYC
63
Richard C. Young & Co
Rhode Island
$11.5M -$158K -3,963 -1%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$11.3M +$2.23M +55,970 +24%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$10.9M
GCAC
66
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.91M +$604K +15,172 +6%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$9.72M +$4.2M +105,433 +75%
Federated Hermes
68
Federated Hermes
Pennsylvania
$9.68M -$604K -15,158 -6%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$8.73M -$854K -21,437 -9%
LBA
70
Letko, Brosseau & Associates
Quebec, Canada
$8.54M +$168K +4,225 +2%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$7.82M +$60K +1,506 +0.8%
APG Asset Management
72
APG Asset Management
Netherlands
$7.11M +$36.8K +924 +0.5%
HPG
73
Harvest Portfolios Group
Ontario, Canada
$7.01M +$4.56M +114,444 +182%
GF
74
Gabelli Funds
New York
$6.89M -$398K -10,000 -5%
BG
75
Bollard Group
Massachusetts
$6.74M +$42.3K +1,063 +0.6%

FTS Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q1 2024, worth a combined $10.2B — down 5.2% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTS positions and 23 closed out — a net gain of 11 holders — while 98 added to existing stakes and 100 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $75.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $81M.

  • 281 institutional investors held Fortis (FTS) as of Q1 2024, up from 272 in Q4 2023.
  • Funds reported $10.2B of Fortis stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 34 funds opened new Fortis positions in Q1 2024 and 23 closed out, a net change of +11 holders.
  • The largest Fortis buyer in Q1 2024 was Goldman Sachs, an estimated $75.9M added.
  • The largest Fortis seller in Q1 2024 was Toronto Dominion Bank, an estimated $81M sold.

Based on aggregated 13F filings for Q1 2024.