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Fulton Financial

256 hedge funds and large institutions have $1.54B invested in Fulton Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

0.75% more ownership

Funds ownership: 66.06%66.81% (+0.75%)

7% less funds holding

Funds holding: 274256 (-18)

7% less capital invested

Capital invested by funds: $1.66B → $1.54B (-$118M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

59% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.54M

Holders
256
Holders Change
-18
Holders Change %
-6.57%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
95
Reduced
81
Closed
41
Calls
$632K
Puts
$1.54M
Net Calls
-$909K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$6K
HNB
227
Huntington National Bank
Ohio
$5.87K +$178 +11 +3%
CFGS
228
Concourse Financial Group Securities
Alabama
$5.83K -$20.8K -1,286 -76%
ST
229
Smithfield Trust
Pennsylvania
$5K
EI
230
Ellevest Inc
New York
$4.55K +$744 +46 +16%
DIP
231
DT Investment Partners
Pennsylvania
$4.09K
RCM
232
Raleigh Capital Management
North Carolina
$3.87K +$582 +36 +15%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$3.86K -$3.66K -226 -45%
AWM
234
Avior Wealth Management
Nebraska
$3.8K +$4.45K +275 New
BAM
235
Baldrige Asset Management
Pennsylvania
$3K +$3.56K +220 New
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$2.02K -$6.81K -421 -0.3%
BWM
237
Baystate Wealth Management
Massachusetts
$2K +$16 +1 +0.7%
FHA
238
First Horizon Advisors
Tennessee
$1.8K -$5.08K -314 -71%
GIA
239
GHP Investment Advisors
Colorado
$1.53K
GEA
240
Glen Eagle Advisors
New Jersey
$1.38K
SWM
241
Spire Wealth Management
Virginia
$1.06K
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.04K
SC
243
Schubert & Co
Texas
$1.01K -$485 -30 -29%
FMP
244
Financial Management Professionals
Texas
$1K
CTC
245
Central Trust Company
Missouri
$940
MFT
246
Moisand Fitzgerald Tamayo
Florida
$747
BAAM
247
Baker Avenue Asset Management
California
$732 +$858 +53 New
HI
248
Harbour Investments
Wisconsin
$636 +$16 +1 +2%
PGAM
249
Princeton Global Asset Management
New Jersey
$624
DI
250
Disciplined Investments
Oklahoma
$415 -$65 -4 -12%

FULT Hedge Fund Activity: Q1 2023 in Review

256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2023, worth a combined $1.54B — down 7.1% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FULT and 27 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 95 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $22.6M. The largest seller was Millennium Management, cutting an estimated $22.3M.

  • 256 institutional investors held Fulton Financial (FULT) as of Q1 2023, down from 274 in Q4 2022.
  • Funds reported $1.54B of Fulton Financial stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 27 funds opened new Fulton Financial positions in Q1 2023 and 41 closed out, a net change of -14 holders.
  • The largest Fulton Financial buyer in Q1 2023 was Fisher Asset Management, an estimated $22.6M added.
  • The largest Fulton Financial seller in Q1 2023 was Millennium Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2023.