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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: 23 (+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: 281275 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$19M +$830K +21,059 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.2M +$18.5M +468,518 New
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$18M -$269K -6,823 -1%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$17.6M +$8.2M +207,828 +85%
PGH
55
Partners Group Holding
Switzerland
$17.5M +$3.53M +89,552 +27%
N
56
Nuveen
North Carolina
$17.1M -$4.66M -118,100 -21%
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$16.5M +$4.91M +124,483 +41%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$15.8M +$7.3M +185,013 +84%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$14.6M -$159K -4,034 -1%
CGH
60
Crossmark Global Holdings
Texas
$13.1M +$11.5K +291 +0.1%
AC
61
Addenda Capital
Quebec, Canada
$12M +$79K +2,003 +0.9%
Franklin Resources
62
Franklin Resources
California
$11.3M -$414K -10,509 -3%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$11.1M +$345K +8,757 +3%
GCAC
64
Guardian Capital Advisors (Canada)
Ontario, Canada
$11M +$706K +17,913 +7%
RCYC
65
Richard C. Young & Co
Rhode Island
$10.7M -$600K -15,202 -5%
MSC
66
MUFG Securities (Canada)
New York
$10.1M +$10.3M +260,696 +102,234%
Baillie Gifford & Co
67
Baillie Gifford & Co
United Kingdom
$9.11M -$3.3M -83,573 -26%
Federated Hermes
68
Federated Hermes
Pennsylvania
$8.93M -$595K -15,099 -6%
LBA
69
Letko, Brosseau & Associates
Quebec, Canada
$8.58M +$197K +5,000 +2%
APG Asset Management
70
APG Asset Management
Netherlands
$8.17M +$1.23M +31,307 +16%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$7.87M +$98K +2,486 +1%
Wells Fargo
72
Wells Fargo
California
$7.57M +$1.14M +28,930 +17%
Northern Trust
73
Northern Trust
Illinois
$7.11M +$1.48M +37,431 +26%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$6.95M +$1.84M +46,722 +35%
GF
75
Gabelli Funds
New York
$6.77M