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297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$22.2M +$1.6M +36,587 +7%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$22M +$1.38M +31,467 +6%
CIPU
53
Caledonia Investments plc (UK)
United Kingdom
$21.8M
NEI
54
Northwest & Ethical Investments
Ontario, Canada
$20.1M +$974K +22,279 +5%
UBS AM
55
UBS AM
Illinois
$19.7M -$692K -15,821 -3%
N
56
Nuveen
North Carolina
$17.9M -$165K -3,776 -0.9%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$17.4M -$1.32M -30,198 -7%
UBS Group
58
UBS Group
Switzerland
$16.2M +$5.91M +135,118 +53%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$15.9M +$208K +4,748 +1%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$15.7M
Northern Trust
61
Northern Trust
Illinois
$14.4M +$6.71M +153,416 +79%
BCIM
62
British Columbia Investment Management
British Columbia, Canada
$14.2M +$7.96M +182,101 +114%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$12.9M +$5.3M +121,149 +64%
Franklin Resources
64
Franklin Resources
California
$12.7M +$1.77M +40,580 +15%
GP
65
Guardian Partners
Canada
$12.2M +$12.8M +291,596 New
FAF
66
Första AP-fonden
Sweden
$12.2M +$6.27M +143,400 +95%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.2M +$115K +2,628 +0.9%
CGH
68
Crossmark Global Holdings
Texas
$11.8M -$209K -4,779 -2%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$11.8M +$12.7K +291 +0.1%
AC
70
Addenda Capital
Quebec, Canada
$11.1M +$76.4K +1,747 +0.9%
DZ Bank
71
DZ Bank
Germany
$10.8M -$11.1M -253,858 -49%
Baillie Gifford & Co
72
Baillie Gifford & Co
United Kingdom
$10.1M -$1.59M -36,298 -13%
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$10M +$1.58M +36,037 +18%
Federated Hermes
74
Federated Hermes
Pennsylvania
$9.14M -$996K -22,770 -9%
HPG
75
Harvest Portfolios Group
Ontario, Canada
$8.54M +$6.42M +146,715 +250%