FTS icon

Fortis
FTS

Overview Fund Activity

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.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
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

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$1.39M 35,696 +1,375 +4%
WHRC
127
W.H. Reaves & Co
New Jersey
$1.32M 33,970 -20,000 -37%
RJA
128
Raymond James & Associates
Florida
$1.31M 33,670 +3,967 +13%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.29M 33,296 +260 +0.8%
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$1.27M 23,791 +2,726 +13%
CP
131
Cumberland Partners
Ontario, Canada
$1.26M 32,500 +1,300 +4%
QT
132
Quantbot Technologies
New York
$1.16M 29,873 -7,724 -21%
CAM
133
Concorde Asset Management
Michigan
$1.13M 29,000 -29,000 -50%
TPM
134
Triasima Portfolio Management
Quebec, Canada
$1.13M 28,975 -400 -1%
Truist Financial
135
Truist Financial
North Carolina
$1.11M 28,689 +1,691 +6%
FRA
136
Frank Rimerman Advisors
California
$1.09M 27,998 +27,998 New
Ameriprise
137
Ameriprise
Minnesota
$1.02M 19,604 +9,714 +98%
KJHP
138
K.J. Harrison & Partners
Ontario, Canada
$985K 25,350 +1,600 +7%
PAMP
139
Polar Asset Management Partners
Ontario, Canada
$971K 25,000 +25,000 New
Acadian Asset Management
140
Acadian Asset Management
Massachusetts
$948K 24,420 +24,420 New
IMCOOI
141
Investment Management Corp of Ontario (IMCO)
Canada
$920K 23,690 +265 +1%
S
142
SignatureFD
Georgia
$886K 22,817 +679 +3%
JFL
143
Jarislowsky, Fraser Ltd
Quebec, Canada
$804K 20,686 -17,736 -46%
Barclays
144
Barclays
United Kingdom
$765K 19,681 +3,170 +19%
PAG
145
Private Advisor Group
New Jersey
$714K 18,393 +32 +0.2%
MHI
146
Miller Howard Investments
New York
$709K 18,255 -488 -3%
SC
147
Savant Capital
Illinois
$702K 18,078 -17 -0.1%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$697K 17,940 +446 +3%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$692K 17,818 +17,818 New
M&T Bank
150
M&T Bank
New York
$691K 17,797 +135 +0.8%
4 5
6
7 8