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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
Code Waechter
Florida
$838K +$788K +18,431 New
PAG
152
Private Advisor Group
New Jersey
$836K +$214 +5 +0%
M&T Bank
153
M&T Bank
New York
$795K -$13K -303 -2%
MHI
154
Miller Howard Investments
New York
$791K -$36K -843 -5%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$789K -$19.7K -462 -3%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$781K -$31.8K -743 -4%
GT
157
Glenmede Trust
Pennsylvania
$768K +$5.3K +124 +0.7%
HIM
158
Hillsdale Investment Management
Ontario, Canada
$746K
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$731K +$58K +1,356 +9%
RhumbLine Advisers
160
RhumbLine Advisers
Massachusetts
$722K +$1.07K +25 +0.2%
HF
161
HRT Financial
New York
$718K +$214K +5,015 +46%
UM
162
UniSuper Management
Australia
$713K
GC
163
Guggenheim Capital
Illinois
$702K +$142K +3,317 +27%
Credit Agricole
164
Credit Agricole
France
$694K +$34.5K +808 +6%
CFSG
165
Community Financial Services Group
Vermont
$683K -$58.5K -1,368 -8%
MGP
166
Metis Global Partners
California
$682K -$35.3K -825 -5%
AM
167
AGF Management
Ontario, Canada
$672K
USAA
168
United Services Automobile Association
Texas
$664K -$15.8K -370 -2%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$659K -$25.9K -606 -4%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$635K -$4.36K -102 -0.7%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$633K -$112K -2,613 -15%
CF
172
Canoe Financial
Alberta, Canada
$591K
US Bancorp
173
US Bancorp
Minnesota
$586K +$65.5K +1,532 +13%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$569K -$101K -2,359 -16%
PGH
175
Partners Group Holding
Switzerland
$558K -$17.4M -407,402 -97%