H.B. Fuller
218 hedge funds and large institutions have $2.74B invested in H.B. Fuller in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 16 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
15% more capital invested
Capital invested by funds: $2.38B → $2.74B (+$364M)
5% more funds holding
Funds holding: 207 → 218 (+11)
3.99% more ownership
Funds ownership: 100.35% → 104.34% (+4%)
7% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 69
54% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $3.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LM
Luminus Management
Houston,
Texas
|
+$43.3M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$13.8M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$11.8M |
| 4 |
Goldman Sachs
New York
|
+$10.1M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$7.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$18.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.7M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.29M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.65M |
FUL Hedge Fund Activity: Q4 2019 in Review
218 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q4 2019, worth a combined $2.74B — up 15% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FUL positions and 16 closed out — a net gain of 18 holders — while 74 added to existing stakes and 69 trimmed.
The largest buyer was Luminus Management, adding an estimated $43.3M. The largest seller was P2 Capital Partners, cutting an estimated $18.7M.
- 218 institutional investors held H.B. Fuller (FUL) as of Q4 2019, up from 207 in Q3 2019.
- Funds reported $2.74B of H.B. Fuller stock for Q4 2019, up 15% quarter-over-quarter.
- 34 funds opened new H.B. Fuller positions in Q4 2019 and 16 closed out, a net change of +18 holders.
- The largest H.B. Fuller buyer in Q4 2019 was Luminus Management, an estimated $43.3M added.
- The largest H.B. Fuller seller in Q4 2019 was P2 Capital Partners, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2019.