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Fortis
FTS

Overview Fund Activity

295 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, 115 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+7
Holders Change %
+2.43%
% of All Funds
3.93%
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
115
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$181M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$218M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$246M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$887M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.01B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$270M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.6M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
176
Dorchester Wealth Management
Quebec, Canada
$471K +$830 +20 +0.2%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$457K +$11.3K +271 +3%
ECM
178
ExodusPoint Capital Management
New York
$436K +$24.9K +599 +6%
CCMIC
179
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$416K -$5.82K -140 -1%
Capital World Investors
180
Capital World Investors
California
$416K +$4.11K +99 +1%
PP
181
Pacifica Partners
Canada
$410K – – –
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$409K -$110K -2,643 -21%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$396K +$11.5K +277 +3%
SM
184
Sciencast Management
New Jersey
$390K +$390K +9,376 New
PFS
185
Prospera Financial Services
Texas
$379K +$8.48K +204 +2%
MML Investors Services
186
MML Investors Services
Massachusetts
$376K +$376K +9,044 New
Newport Trust Company
187
Newport Trust Company
District of Columbia
$371K +$371K +8,915 New
CI
188
Cigna Investments
Connecticut
$370K -$6.24K -150 -2%
Cerity Partners
189
Cerity Partners
New York
$365K +$365K +8,697 New
LBA
190
Letko, Brosseau & Associates
Quebec, Canada
$353K – – –
BHPW
191
Beverly Hills Private Wealth
California
$350K -$32.5K -781 -8%
P
192
&Partners
Tennessee
$320K +$320K +7,673 New
Barclays
193
Barclays
United Kingdom
$313K +$180K +4,332 +135%
TC
194
TwinBeech Capital
New York
$302K +$302K +7,275 New
OPS
195
Orion Portfolio Solutions
Nebraska
$294K +$294K +7,064 New
BCI
196
Brinker Capital Investments
Pennsylvania
$294K +$294K +7,064 New
Two Sigma Investments
197
Two Sigma Investments
New York
$289K +$289K +6,950 New
APWM
198
Argonautica Private Wealth Management
Massachusetts
$280K +$1.25K +30 +0.4%
CFSG
199
Community Financial Services Group
Vermont
$273K -$352K -8,458 -56%
BEI
200
Benjamin Edwards Inc
Missouri
$260K +$11.7K +282 +5%
6 7
8
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