Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fortis Inc (FTS)

354 + Investors. Track Smart Money conviction in FTS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — FTS

Based on 357 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FTS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
357 hedge funds hold FTS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

208 buying131 selling
Last quarter: 208 funds were net buyers (48 opened a brand new position + 160 added to an existing one). Only 131 were sellers (95 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 40 → 56 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
220 out of 357 hedge funds have held FTS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

42 → 35 → 40 → 56 → 48 new funds/Q
New funds entering each quarter: 35 → 40 → 56 → 48. A growing number of institutions are discovering FTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 368 holders: 242 (66%) are 2+ year veterans, 32 entered 1–2 years ago, and 94 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
53 of 356 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FTS

In 2026 Q2, 208 hedge funds were net buyers of FTS (48 opened a new position, 160 added to an existing one), while 131 reduced or exited (95 trimmed, 36 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in FTS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 357.

Hedge Fund Ownership: FTS

How many hedge funds hold FTS — quarterly history vs. share price
Quarterly hedge fund ownership of FTS vs. share price

Market Analysis: FTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: FTS
354 + Investors

Track Smart Money conviction in FTS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 354 345 2.61%
13F Shares 262M 255M 2.57%
Total Value $14.79B $13.85B 6.84%
New Positions 47 56 -9
Increased Positions 156 144 +12
Closed Positions 37 21 +16
Reduced Positions 92 96 -4
Total Calls 7 7 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.71 0.86 Neutral

Statistics: FTS

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Institutional Holders (2026 Q2)

354 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FTS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Coleford Investment Management Ltd. 3.88% 311,355 $17.8M
2 Caledonia Investments plc 2.66% 410,000 $23.5M
3 Cidel Asset Management Inc 2.50% 906,780 $51.9M
4 Triasima Portfolio Management inc. 2.04% 263,190 $15.1M
5 Ewing Morris & Co. Investment Partners Ltd. 1.98% 66,028 $3.8M
6 Scotia Capital INC. 1.98% 9,235,087 $528.6M
7 Bank of Nova Scotia Trust Co 1.83% 385,419 $22.1M
8 Tacita Capital Inc 1.72% 55,542 $3.2M
9 Guardian Partners Inc. 1.49% 289,159 $16.6M
10 TD Waterhouse Canada Inc. 1.41% 9,436,026 $535.2M
11 Gold Investment Management Ltd. 1.28% 82,252 $4.7M
12 Mufg Securities (canada), LTD. 1.11% 720,199 $41.2M
13 Guardian Capital LP 1.01% 728,917 $41.7M
14 Hillsdale Investment Management Inc. 0.90% 689,039 $39.4M
15 Duff & Phelps Investment Management Co 0.75% 981,900 $79.8M
16 FIL Ltd 0.73% 17,723,935 $1.02B
17 Ontario Teachers Pension Plan Board 0.73% 2,001,045 $114.5M
18 Cibc World Market INC. 0.71% 7,733,140 $442.6M
19 Federation des caisses Desjardins du Quebec 0.67% 3,832,900 $219.0M
20 Lighthouse Investment Partners, LLC 0.67% 427,465 $24.5M
21 Washington Capital Management, Inc 0.61% 16,140 $924K
22 Maryland State Retirement & Pension System 0.61% 621,346 $35.6M
23 Connor, Clark & Lunn Investment Management Ltd. 0.59% 5,436,620 $311.1M
24 PCJ Investment Counsel Ltd. 0.58% 34,990 $2.0M
25 Richard C. Young & CO., LTD. 0.55% 129,834 $7.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fortis Inc (FTS)

What does the Smart Money Trend signal show for FTS?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FTS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTS?

More buyers than sellers — 61% buying: Last quarter: 208 funds were net buyers (48 opened a brand new position + 160 added to an existing one). Only 131 were sellers (95 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTS holders?

Elite ownership — 56% AUM from top-100 funds: 53 of 356 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FTS?

62% of holders stayed for 2+ years: 220 out of 357 hedge funds have held FTS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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