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Fulton Financial

238 hedge funds and large institutions have $1.25B invested in Fulton Financial in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

1.3% less ownership

Funds ownership: 67.55%66.25% (-1.3%)

7% less funds holding

Funds holding: 256238 (-18)

35% less capital invested

Capital invested by funds: $1.93B → $1.25B (-$682M)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less call options, than puts

Call options by funds: $706K | Put options by funds: $1.63M

Holders
238
Holders Change
-18
Holders Change %
-7.03%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
82
Closed
37
Calls
$706K
Puts
$1.63M
Net Calls
-$923K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
251
Duality Advisers
Florida
-$248K -14,205 Closed
Natixis Advisors
252
Natixis Advisors
Massachusetts
-$237K -13,601 Closed
MML Investors Services
253
MML Investors Services
Massachusetts
-$198K -11,372 Closed
AG
254
Algert Global
California
-$193K -11,071 Closed
WA
255
Wheatland Advisors
Pennsylvania
-$186K -10,686 Closed
CIS
256
Connors Investor Services
Pennsylvania
-$185K -10,626 Closed
ACA
257
Ackerman Capital Advisors
Texas
-$174K -10,000 Closed
MAM
258
Meeder Asset Management
Ohio
-$127K -7,265 Closed
MWNA
259
Marshall Wace North America
New York
-$83K -4,750 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
260
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$60K -3,442 Closed
CFA
261
Carroll Financial Associates
North Carolina
-$55K -3,166 Closed
RMAM
262
Raab & Moskowitz Asset Management
New Jersey
-$49K -2,813 Closed
Marshall Wace
263
Marshall Wace
United Kingdom
-$44K -2,517 Closed
Toronto Dominion Bank
264
Toronto Dominion Bank
Ontario, Canada
-$40K -2,316 Closed
BL
265
Balentine LLC
Georgia
-$33K -1,890 Closed
PI
266
PineBridge Investments
New York
-$30K -1,735 Closed
Simplex Trading
267
Simplex Trading
Illinois
-$6.8K -443 Closed
BCI
268
Brinker Capital Investments
Pennsylvania
-$4K -238 Closed
OPS
269
Orion Portfolio Solutions
Nebraska
-$4K -238 Closed
HGWM
270
Harvest Group Wealth Management
Massachusetts
-$1K -96 Closed
IA
271
IFP Advisors
Florida
-$829 -54 Closed

FULT Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2020, worth a combined $1.25B — down 35% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FULT and 21 opened new positions — a net loss of 16 holders — while 82 trimmed existing stakes and 75 added.

The largest buyer was Victory Capital Management, adding an estimated $27.6M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $13.7M.

  • 238 institutional investors held Fulton Financial (FULT) as of Q1 2020, down from 256 in Q4 2019.
  • Funds reported $1.25B of Fulton Financial stock for Q1 2020, down 35% quarter-over-quarter.
  • 21 funds opened new Fulton Financial positions in Q1 2020 and 37 closed out, a net change of -16 holders.
  • The largest Fulton Financial buyer in Q1 2020 was Victory Capital Management, an estimated $27.6M added.
  • The largest Fulton Financial seller in Q1 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2020.