FTS icon

Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.33B 32,229,986 +515,317 +2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.12B 27,265,003 +800,222 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$816M 19,842,130 +421,120 +2%
Fidelity International
4
Fidelity International
Bermuda
$801M 19,477,406 +4,924,031 +34%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$553M 13,380,619 +2,438,223 +22%
BGC
6
Beutel, Goodman & Co
Ontario, Canada
$394M 9,521,561 -6,546 -0.1%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$371M 9,023,715 -59,507 -0.7%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$367M 8,917,468 -1,318,077 -13%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$333M 8,080,594 +561,176 +7%
SC
10
Scotia Capital
Ontario, Canada
$322M 7,848,435 +124,197 +2%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$298M 7,242,796 +215,897 +3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$271M 6,576,689 -341,063 -5%
Legal & General Group
13
Legal & General Group
United Kingdom
$253M 6,116,037 +705,212 +13%
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$221M 5,374,425 -196,668 -4%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M 5,310,462 -801,458 -13%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$211M 3,822,333 +132,685 +4%
Morgan Stanley
17
Morgan Stanley
New York
$155M 3,764,046 +1,166,189 +45%
Public Sector Pension Investment Board (PSP Investments)
18
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$140M 3,397,746 -38,580 -1%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$131M 3,164,690 +50,136 +2%
Norges Bank
20
Norges Bank
Norway
$121M 2,938,267 +53,032 +2%
ClearBridge Investments
21
ClearBridge Investments
New York
$119M 2,894,301 +2,894,301 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$115M 2,805,528 +98,309 +4%
Bank of America
23
Bank of America
North Carolina
$110M 2,683,715 +2,137,356 +391%
Goldman Sachs
24
Goldman Sachs
New York
$109M 2,653,873 +818,835 +45%
OAC
25
OMERS Administration Corp
Ontario, Canada
$101M 2,438,417 – –
1
2 3 4 5