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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFSG
151
Community Financial Services Group
Vermont
$819K +$819K +20,736 New
Walleye Trading
152
Walleye Trading
New York
$758K +$758K +19,179 New
MHI
153
Miller Howard Investments
New York
$741K -$2.55M -64,511 -77%
PAG
154
Private Advisor Group
New Jersey
$725K +$725K +18,361 New
SC
155
Savant Capital
Illinois
$715K +$21.8K +551 +3%
M&T Bank
156
M&T Bank
New York
$698K – – –
RhumbLine Advisers
157
RhumbLine Advisers
Massachusetts
$694K +$10.4K +264 +2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$691K +$455K +11,520 +193%
Barclays
159
Barclays
United Kingdom
$652K +$178K +4,520 +38%
HIM
160
Hillsdale Investment Management
Ontario, Canada
$620K +$164K +4,158 +36%
WCM
161
Weaver Capital Management
Georgia
$616K +$152K +3,858 +33%
MGP
162
Metis Global Partners
California
$613K -$55.5K -1,404 -8%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$608K -$34.5K -874 -5%
VI
164
Versor Investments
New York
$602K +$162K +4,100 +37%
Mariner
165
Mariner
Kansas
$596K -$245K -6,193 -29%
USAA
166
United Services Automobile Association
Texas
$592K – – –
MPPW
167
Mitchell & Pahl Private Wealth
Oklahoma
$579K +$55.4K +1,401 +11%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$525K -$12.1K -306 -2%
IIM
169
INTECH Investment Management
Florida
$523K +$523K +13,231 New
CF
170
Canoe Financial
Alberta, Canada
$513K -$1.45M -36,600 -74%
DWM
171
Dorchester Wealth Management
Quebec, Canada
$511K -$3.75K -95 -0.7%
Ameriprise
172
Ameriprise
Minnesota
$509K +$154K +2,991 +43%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$505K -$34.9K -883 -6%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$477K -$32.5K -822 -6%
US Bancorp
175
US Bancorp
Minnesota
$466K -$95.4K -2,415 -17%
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