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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 %
SAM
201
Silvercrest Asset Management
New York
$257K – – –
ECM
202
Evergreen Capital Management
Washington
$256K +$256K +6,156 New
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$255K +$255K +6,145 New
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$249K +$249K +5,942 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$239K – – –
WCM
206
Weaver Capital Management
Georgia
$230K -$71.5K -1,719 -24%
CAM
207
Claret Asset Management
Quebec, Canada
$228K -$12.4K -300 -5%
William Blair & Company
208
William Blair & Company
Illinois
$226K – – –
KWM
209
Kingsview Wealth Management
Oregon
$224K +$29K +698 +15%
VT
210
Vise Technologies
New York
$216K +$216K +5,204 New
VPIM
211
Vanguard Personalized Indexing Management
California
$216K +$216K +5,191 New
JAM
212
JCIC Asset Management
Ontario, Canada
$211K +$11.1K +267 +6%
JGUA
213
John G. Ullman & Associates
New York
$204K -$12.5K -300 -6%
CCFM
214
Clear Creek Financial Management
Washington
$203K +$203K +4,889 New
DC
215
Davenport & Co
Virginia
$203K +$790 +19 +0.4%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$190K +$8.56K +206 +5%
Pacer Advisors
217
Pacer Advisors
Pennsylvania
$184K +$7.15K +172 +4%
QCG
218
Quadrant Capital Group
Ohio
$179K +$12K +289 +7%
WSFS
219
Wilmington Savings Fund Society
Delaware
$136K – – –
PA
220
Parallel Advisors
California
$131K +$36.7K +883 +39%
LC
221
Lindbrook Capital
California
$113K +$31.5K +758 +39%
Osaic Holdings
222
Osaic Holdings
Arizona
$103K +$24.6K +592 +31%
IA
223
IFP Advisors
Florida
$94.1K -$57.2K -1,375 -38%
1IA
224
1620 Investment Advisors
Massachusetts
$93.9K +$5.4K +130 +6%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$86.1K -$33K -793 -28%
7 8
9
10 11