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Fulton Financial

259 hedge funds and large institutions have $1.95B invested in Fulton Financial in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $494K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.39B → $1.95B (+$563M)

4% more funds holding

Funds holding: 249259 (+10)

2.32% more ownership

Funds ownership: 69.79%72.11% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
88
Reduced
85
Closed
26
Calls
$494K
Puts
$163K
Net Calls
+$331K
Net Calls Change
+$765K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$10.6K
HWA
227
Heritage Wealth Advisors
Virginia
$10.5K
CFGS
228
Concourse Financial Group Securities
Alabama
$10.2K
SIC
229
Salem Investment Counselors
North Carolina
$9.98K
NF
230
Norwood Financial
Pennsylvania
$9.87K
RCM
231
Raleigh Capital Management
North Carolina
$9.46K +$8.07K +575 New
Group One Trading
232
Group One Trading
Illinois
$8.69K +$7.41K +528 New
AWM
233
Avior Wealth Management
Nebraska
$8.53K +$7.27K +518 New
PS
234
Principal Securities
Iowa
$8.39K +$7.16K +510 New
MIM
235
Macroview Investment Management
Maryland
$7.39K +$6.3K +449 New
ST
236
Smithfield Trust
Pennsylvania
$7K
RFG
237
RFP Financial Group
Georgia
$5.96K +$5.08K +362 New
HNB
238
Huntington National Bank
Ohio
$5.56K -$4.14K -295 -47%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$4.89K +$1.04K +74 +33%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$4.1K -$547 -39 -14%
MCM
241
Manchester Capital Management
Vermont
$3.31K
EWA
242
EverSource Wealth Advisors
Alabama
$3.28K +$575 +41 +26%
QL
243
Quarry LP
New York
$2.63K +$2.25K +160 New
BWM
244
Baystate Wealth Management
Massachusetts
$2.47K +$14 +1 +0.7%
FFA
245
Farther Finance Advisors
California
$2.37K +$2.02K +144 New
GEA
246
Glen Eagle Advisors
New Jersey
$1.65K
SWM
247
Spire Wealth Management
Virginia
$1.24K
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$1.24K
GIA
249
GHP Investment Advisors
Colorado
$922 -$786 -56 -50%
SIC
250
SJS Investment Consulting
Ohio
$791 +$154 +11 +30%

FULT Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2023, worth a combined $1.95B — up 41% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FULT positions and 26 closed out — a net gain of 13 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was AQR Capital Management, cutting an estimated $9.97M.

  • 259 institutional investors held Fulton Financial (FULT) as of Q4 2023, up from 249 in Q3 2023.
  • Funds reported $1.95B of Fulton Financial stock for Q4 2023, up 41% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q4 2023 and 26 closed out, a net change of +13 holders.
  • The largest Fulton Financial buyer in Q4 2023 was Morgan Stanley, an estimated $33M added.
  • The largest Fulton Financial seller in Q4 2023 was AQR Capital Management, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.