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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
Citigroup
76
Citigroup
New York
$7.63M +$1.33M +30,509 +20%
Wells Fargo
77
Wells Fargo
California
$7.56M -$384K -8,790 -5%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$7.55M +$7.1M +162,430 +848%
IIM
79
Intact Investment Management
Quebec, Canada
$7.26M -$2.31M -52,900 -23%
GF
80
Gabelli Funds
New York
$7.23M
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$7.2M -$29.7K -679 -0.4%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$6.9M +$104K +2,375 +1%
RCYC
83
Richard C. Young & Co
Rhode Island
$6.52M -$334K -7,644 -5%
BG
84
Bollard Group
Massachusetts
$6.38M -$134K -3,056 -2%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$6.36M -$222K -5,087 -3%
KOCAA
86
Knights of Columbus Asset Advisors
Connecticut
$6.29M +$174K +3,971 +3%
VanEck Associates
87
VanEck Associates
New York
$6.19M +$544K +12,430 +9%
GQG Partners
88
GQG Partners
Florida
$5.51M -$287K -6,564 -5%
Citadel Advisors
89
Citadel Advisors
Florida
$5.3M +$3.66M +83,610 +190%
HM
90
Heronetta Management
New York
$5.14M
HAI
91
Hennessy Advisors Inc
California
$5.06M +$162K +3,700 +3%
QCM
92
Quantinno Capital Management
New York
$4.96M +$563K +12,871 +12%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$4.91M +$26.7K +610 +0.5%
EIP
94
Energy Income Partners
Connecticut
$4.81M +$246K +5,629 +5%
LF
95
Lansforsakringar Fondforvaltning
Sweden
$4.44M +$4.68M +106,986 New
GCM
96
Greenland Capital Management
New York
$4.3M +$595K +13,610 +15%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$3.92M -$184K -4,200 -4%
American Century Companies
98
American Century Companies
Missouri
$3.79M +$140K +3,193 +4%
FMII
99
Farmers & Merchants Investments Inc
Nebraska
$3.73M +$19.5K +447 +0.5%
EMCIP
100
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.69M +$2.7M +61,753 New