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H.B. Fuller

227 hedge funds and large institutions have $2.55B invested in H.B. Fuller in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

63% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $620K

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

13% more funds holding

Funds holding: 201227 (+26)

1.19% more ownership

Funds ownership: 92.97%94.16% (+1.2%)

6% less capital invested

Capital invested by funds: $2.72B → $2.55B (-$165M)

Holders
227
Holders Change
+26
Holders Change %
+12.94%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
84
Reduced
70
Closed
18
Calls
$1.01M
Puts
$620K
Net Calls
+$390K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$45K +$46K +828 New
DCM
202
Delpha Capital Management
New York
$40K +$41.4K +745 New
FWM
203
Focused Wealth Management
New York
$39K
BC
204
Bartlett & Co
Ohio
$32K
IWP
205
Icon Wealth Partners
Texas
$23K +$23.3K +419 New
SWA
206
Sutton Wealth Advisors
Florida
$22.8K +$7.51K +135 +47%
PCP
207
Proficio Capital Partners
Massachusetts
$21K +$12.2K +220 +137%
BL
208
Balentine LLC
Georgia
$19K -$2.22K -40 -10%
MOS
209
MGO One Seven
Ohio
$16K +$16.2K +291 New
WIM
210
Westside Investment Management
California
$9.69K +$9.84K +177 New
RFC
211
Regions Financial Corp
Alabama
$9K +$8.78K +158 New
PWM
212
Paulson Wealth Management
Illinois
$8K +$7.84K +141 New
IA
213
IFP Advisors
Florida
$6K -$22K -396 -77%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.78K +50 +143%
FPFS
215
First Personal Financial Services
North Carolina
$5K +$5.5K +99 New
GAM
216
Gemmer Asset Management
California
$4K
GRP
217
Global Retirement Partners
California
$4K +$3.84K +69 New
ASN
218
Advisory Services Network
Georgia
$3K +$2.06K +37 +218%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2K
QCG
220
Quadrant Capital Group
Ohio
$2K
CAW
221
Cornerstone Advisors (Washington)
Washington
$1K
QI
222
QS Investors
New York
$1K
FGC
223
Financial Gravity Companies
Texas
$1K +$834 +15 New
AssetMark Inc
224
AssetMark Inc
California
$1K +$890 +16 New
PCG
225
Private Capital Group
Connecticut
$35 +$36.5K +656 New

FUL Hedge Fund Activity: Q4 2017 in Review

227 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q4 2017, worth a combined $2.55B — down 6.1% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FUL positions and 18 closed out — a net gain of 26 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $42M. The largest seller was Daruma Capital Management, exiting entirely with an estimated $54M sold.

  • 227 institutional investors held H.B. Fuller (FUL) as of Q4 2017, up from 201 in Q3 2017.
  • Funds reported $2.55B of H.B. Fuller stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 44 funds opened new H.B. Fuller positions in Q4 2017 and 18 closed out, a net change of +26 holders.
  • The largest H.B. Fuller buyer in Q4 2017 was Principal Financial Group, an estimated $42M added.
  • The largest H.B. Fuller seller in Q4 2017 was Daruma Capital Management, an estimated $54M sold.

Based on aggregated 13F filings for Q4 2017.