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H.B. Fuller

206 hedge funds and large institutions have $1.4B invested in H.B. Fuller in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $620K

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

6% less funds holding

Funds holding: 218206 (-12)

6.57% less ownership

Funds ownership: 104.34%97.77% (-6.6%)

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

49% less capital invested

Capital invested by funds: $2.74B → $1.4B (-$1.34B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
83
Reduced
64
Closed
37
Calls
$1.06M
Puts
$620K
Net Calls
+$444K
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M -$6.93M -165,032 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$5.98M +142,451 +2%
State Street
3
State Street
Massachusetts
$104M -$27.9M -665,040 -15%
MPI
4
Mairs & Power Inc
Minnesota
$78.3M +$2.15M +51,201 +2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$60M -$14.8M -353,309 -14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.1M +$1.27M +30,191 +1%
SAM
7
Silvercrest Asset Management
New York
$56.7M +$994K +23,660 +1%
Macquarie Group
8
Macquarie Group
Australia
$48.4M +$6.09M +145,090 +9%
PCP
9
P2 Capital Partners
New York
$46.4M +$10.8M +257,699 +18%
CIP
10
Champlain Investment Partners
Vermont
$39.7M -$8.11M -193,100 -12%
Northern Trust
11
Northern Trust
Illinois
$36.2M +$310K +7,377 +0.6%
Principal Financial Group
12
Principal Financial Group
Iowa
$32.4M -$38.2M -910,552 -44%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.7M +$81.7K +1,944 +0.2%
CB
14
Cooke & Bieler
Pennsylvania
$24.8M +$3.5M +83,230 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.8M +$2.09M +49,811 +8%
Goldman Sachs
16
Goldman Sachs
New York
$18.8M -$10.3M -245,795 -27%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18M -$2.27M -54,121 -8%
Norges Bank
18
Norges Bank
Norway
$17.2M -$12.3M -293,106 -32%
Morgan Stanley
19
Morgan Stanley
New York
$15.3M +$6.7M +159,540 +41%
GI
20
GAMCO Investors
Connecticut
$14.4M -$1.28M -30,543 -6%
Charles Schwab
21
Charles Schwab
California
$14M +$1.19M +28,333 +6%
Invesco
22
Invesco
Georgia
$13.7M -$16.3M -389,159 -44%
LM
23
Luminus Management
Texas
$12.9M -$26.3M -625,705 -57%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$12.9M +$85.2K +2,029 +0.4%
GF
25
Gabelli Funds
New York
$11.4M -$1.61M -38,400 -9%

FUL Hedge Fund Activity: Q1 2020 in Review

206 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q1 2020, worth a combined $1.4B — down 49% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FUL and 28 opened new positions — a net loss of 9 holders — while 64 trimmed existing stakes and 83 added.

The largest buyer was P2 Capital Partners, adding an estimated $10.8M. The largest seller was Principal Financial Group, cutting an estimated $38.2M.

  • 206 institutional investors held H.B. Fuller (FUL) as of Q1 2020, down from 218 in Q4 2019.
  • Funds reported $1.4B of H.B. Fuller stock for Q1 2020, down 49% quarter-over-quarter.
  • 28 funds opened new H.B. Fuller positions in Q1 2020 and 37 closed out, a net change of -9 holders.
  • The largest H.B. Fuller buyer in Q1 2020 was P2 Capital Partners, an estimated $10.8M added.
  • The largest H.B. Fuller seller in Q1 2020 was Principal Financial Group, an estimated $38.2M sold.

Based on aggregated 13F filings for Q1 2020.