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Fortis
FTS

Overview Fund Activity

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 22 closing their positions.

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.07%
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
22
Calls
$68.4M
Puts
$31.6M
Net Calls
+$36.8M
Net Calls Change
+$26.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$180M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.15B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$326M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$290M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$272M
2
Fidelity International
2
Fidelity International
Bermuda
$692M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.21B
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$150M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$6.56M +$659K +16,682 +11%
UBS Group
77
UBS Group
Switzerland
$6.35M -$1.34M -33,897 -17%
PP
78
Prudential plc
United Kingdom
$6.28M -$240K -6,081 -4%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$6.11M +$6.11M +154,601 New
Citigroup
80
Citigroup
New York
$6.06M +$1.78M +44,957 +42%
LI
81
Louisbourg Investments
New Brunswick, Canada
$5.95M +$4.3M +108,729 +261%
Northern Trust
82
Northern Trust
Illinois
$5.76M -$1.37M -34,765 -19%
FRAF
83
Första AP-fonden
Sweden
$5.73M +$562K +14,200 +11%
VPI
84
Value Partners Investments
Manitoba, Canada
$5.24M +$18.1K +458 +0.3%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$5.23M -$1.23M -31,176 -19%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$5.2M -$3.48M -87,962 -40%
HAI
87
Hennessy Advisors Inc
California
$4.71M -$312K -7,900 -6%
DZ Bank
88
DZ Bank
Germany
$4.7M -$25M -632,802 -84%
HM
89
Heronetta Management
New York
$4.6M – – –
VanEck Associates
90
VanEck Associates
New York
$4.55M +$204K +5,160 +5%
Man Group
91
Man Group
United Kingdom
$4.11M -$2.33M -58,867 -36%
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$4M -$343K -8,674 -8%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$3.96M -$173K -4,384 -4%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$3.68M +$43.8K +1,108 +1%
GQG Partners
95
GQG Partners
Florida
$3.46M +$2.28M +57,621 +193%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$3.4M +$3.13M +79,296 +1,184%
NIM
97
Nexus Investment Management
Ontario, Canada
$3.3M -$573K -14,500 -15%
American Century Companies
98
American Century Companies
Missouri
$3.23M -$1.88M -47,593 -37%
GIM
99
Gold Investment Management
Alberta, Canada
$3.21M +$15.4K +389 +0.5%
NP
100
Ninepoint Partners
Ontario, Canada
$3.18M +$3.18M +80,562 New
2 3
4
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