H.B. Fuller
185 hedge funds and large institutions have $2.19B invested in H.B. Fuller in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 13 closing their positions.
477% more call options, than puts
Call options by funds: $6.3M | Put options by funds: $1.09M
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
5% more funds holding
Funds holding: 177 → 185 (+8)
1.92% more ownership
Funds ownership: 89.4% → 91.32% (+1.9%)
2% more capital invested
Capital invested by funds: $2.16B → $2.19B (+$32.8M)
7% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 67
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$35.1M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$25.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$24.3M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$20M |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$34.1M |
| 2 |
Goldman Sachs
New York
|
-$33.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.1M |
| 4 |
Renaissance Technologies
New York
|
-$12M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$8.86M |
FUL Hedge Fund Activity: Q2 2014 in Review
185 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q2 2014, worth a combined $2.19B — up 1.5% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FUL positions and 13 closed out — a net gain of 8 holders — while 62 added to existing stakes and 67 trimmed.
The largest buyer was Fiduciary Management Inc, adding an estimated $35.1M. The largest seller was Boston Partners, cutting an estimated $34.1M.
- 185 institutional investors held H.B. Fuller (FUL) as of Q2 2014, up from 177 in Q1 2014.
- Funds reported $2.19B of H.B. Fuller stock for Q2 2014, up 1.5% quarter-over-quarter.
- 21 funds opened new H.B. Fuller positions in Q2 2014 and 13 closed out, a net change of +8 holders.
- The largest H.B. Fuller buyer in Q2 2014 was Fiduciary Management Inc, an estimated $35.1M added.
- The largest H.B. Fuller seller in Q2 2014 was Boston Partners, an estimated $34.1M sold.
Based on aggregated 13F filings for Q2 2014.