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H.B. Fuller

186 hedge funds and large institutions have $2.28B invested in H.B. Fuller in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

603% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $291K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $2B → $2.28B (+$278M)

4% more funds holding

Funds holding: 178186 (+8)

7% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 70

1.02% less ownership

Funds ownership: 88.5%87.48% (-1%)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
25
Increased
65
Reduced
70
Closed
14
Calls
$2.04M
Puts
$291K
Net Calls
+$1.75M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$178M +$6.19M +127,058 +4%
MPI
2
Mairs & Power Inc
Minnesota
$177M -$19.1M -393,047 -10%
Franklin Resources
3
Franklin Resources
California
$151M +$3.71M +76,248 +3%
BFA
4
BlackRock Fund Advisors
California
$146M +$3.43M +70,482 +3%
Artisan Partners
5
Artisan Partners
Wisconsin
$137M -$2.17M -44,566 -2%
FMI
6
Fiduciary Management Inc
Wisconsin
$107M +$3.2M +65,755 +3%
Boston Partners
7
Boston Partners
Massachusetts
$90.7M +$17.2M +353,087 +25%
Macquarie Group
8
Macquarie Group
Australia
$69.7M +$2.12M +43,603 +3%
BIT
9
BlackRock Institutional Trust
California
$67.7M +$241K +4,958 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$58.5M +$4.69M +96,304 +9%
Northern Trust
11
Northern Trust
Illinois
$58.2M +$1.5M +30,817 +3%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$52.8M -$4.39M -90,100 -8%
State Street
13
State Street
Massachusetts
$51.2M +$225K +4,622 +0.5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$47.3M -$819K -16,816 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$42.8M -$3.21M -65,841 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$41.3M -$1.46M -29,933 -4%
MCM
17
Munder Capital Management
Michigan
$38.8M +$3.33M +68,307 +10%
Ameriprise
18
Ameriprise
Minnesota
$36.9M -$505K -10,379 -1%
Victory Capital Management
19
Victory Capital Management
Texas
$35.8M +$2.24M +46,025 +7%
TAM
20
Tocqueville Asset Management
New York
$30.7M -$1.33M -27,300 -4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$30.6M +$1.07M +21,910 +4%
ICOM
22
Investment Counselors of Maryland
Maryland
$30M -$2.26M -46,434 -7%
PMAM
23
Picton Mahoney Asset Management
Ontario, Canada
$26.7M +$609K +12,500 +2%
GF
24
Gabelli Funds
New York
$23.1M -$711K -14,600 -3%
Goldman Sachs
25
Goldman Sachs
New York
$22.2M -$1.22M -24,980 -6%

FUL Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q4 2013, worth a combined $2.28B — up 14% from $2B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FUL positions and 14 closed out — a net gain of 11 holders — while 65 added to existing stakes and 70 trimmed.

The largest buyer was Boston Partners, adding an estimated $17.2M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $24.7M sold.

  • 186 institutional investors held H.B. Fuller (FUL) as of Q4 2013, up from 178 in Q3 2013.
  • Funds reported $2.28B of H.B. Fuller stock for Q4 2013, up 14% quarter-over-quarter.
  • 25 funds opened new H.B. Fuller positions in Q4 2013 and 14 closed out, a net change of +11 holders.
  • The largest H.B. Fuller buyer in Q4 2013 was Boston Partners, an estimated $17.2M added.
  • The largest H.B. Fuller seller in Q4 2013 was Adage Capital Partners, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2013.