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 %
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$661K 17,013 +9,168 +117%
GT
152
Glenmede Trust
Pennsylvania
$652K 16,778 +16,778 New
HIM
153
Hillsdale Investment Management
Ontario, Canada
$638K 16,418 +730 +5%
WCM
154
Washington Capital Management
Washington
$638K 16,415 +16,415 New
CFSG
155
Community Financial Services Group
Vermont
$637K 16,396 -4,340 -21%
Mariner
156
Mariner
Kansas
$622K 16,022 +935 +6%
UM
157
UniSuper Management
Australia
$617K 11,600 +4,700 +68%
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$616K 15,866 -1,706 -10%
MGP
159
Metis Global Partners
California
$615K 15,828 +304 +2%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$587K 15,101 -292 -2%
USAA
161
United Services Automobile Association
Texas
$583K 14,989 – –
AM
162
AGF Management
Ontario, Canada
$581K 10,936 -16,849 -61%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$576K 14,835 +2,768 +23%
MPPW
164
Mitchell & Pahl Private Wealth
Oklahoma
$572K 14,738 +82 +0.6%
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$566K 14,576 -24,521 -63%
Credit Agricole
166
Credit Agricole
France
$562K 14,462 +12,681 +712%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$547K 14,080 +1,294 +10%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$522K 13,433 +157 +1%
WCM
169
Weaver Capital Management
Georgia
$514K 13,232 -2,367 -15%
CF
170
Canoe Financial
Alberta, Canada
$513K 12,968 – –
DCM
171
DGS Capital Management
New Jersey
$503K 12,939 +3,363 +35%
VI
172
Versor Investments
New York
$483K 12,435 -2,800 -18%
GC
173
Guggenheim Capital
Illinois
$471K 12,138 +3,465 +40%
DWM
174
Dorchester Wealth Management
Quebec, Canada
$452K 11,636 -1,300 -10%
US Bancorp
175
US Bancorp
Minnesota
$442K 11,374 -410 -3%
5 6
7
8 9