We are live on ! Find out more

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
WCM
151
Washington Capital Management
Washington
$782K
CW
152
Code Waechter
Florida
$778K +$12.1K +277 +2%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$773K +$60.6K +1,387 +8%
PAG
154
Private Advisor Group
New Jersey
$766K +$1.49K +34 +0.2%
MGP
155
Metis Global Partners
California
$754K +$138K +3,152 +21%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$744K +$23.2K +531 +3%
GC
157
Guggenheim Capital
Illinois
$738K +$101K +2,300 +15%
MHI
158
Miller Howard Investments
New York
$733K +$9.93K +227 +1%
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$718K +$51.7K +1,182 +7%
Ameriprise
160
Ameriprise
Minnesota
$701K -$387K -8,853 -41%
XT
161
XTX Topco
Cayman Islands
$672K +$707K +16,159 New
Wolverine Trading
162
Wolverine Trading
Illinois
$671K +$704K +16,104 New
HIM
163
Hillsdale Investment Management
Ontario, Canada
$668K -$14.2K -325 -2%
RhumbLine Advisers
164
RhumbLine Advisers
Massachusetts
$659K -$1.18K -27 -0.2%
M&T Bank
165
M&T Bank
New York
$616K -$117K -2,684 -15%
US Bancorp
166
US Bancorp
Minnesota
$605K +$71.6K +1,638 +13%
GT
167
Glenmede Trust
Pennsylvania
$581K -$128K -2,924 -17%
Credit Agricole
168
Credit Agricole
France
$571K -$67K -1,533 -10%
UM
169
UniSuper Management
Australia
$567K -$91.8K -2,100 -18%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$557K -$42.8K -978 -7%
CFD
171
Creative Financial Designs
Indiana
$556K +$215K +4,928 +58%
DB
172
Danske Bank
Denmark
$540K +$569K +13,018 +1,301,800%
N
173
Natixis
France
$538K +$342K +7,822 +153%
LNWWM
174
Laird Norton Wetherby Wealth Management
California
$519K -$88.3K -2,019 -14%
PGH
175
Partners Group Holding
Switzerland
$514K