Fulton Financial
FULT
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.
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: 249 → 259 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11.2M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$9.63M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.97M |
| 2 |
BlackRock
New York
|
-$9.41M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$7.13M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$6.95M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Verition Fund Management
Greenwich,
Connecticut
| – | -$133K | -10,966 | Closed |
|
|
GHA
277
GW Henssler & Associates
Kennesaw,
Georgia
| – | -$124K | -10,200 | Closed |
|
278
Allspring Global Investments
Charlotte,
North Carolina
| – | -$91.2K | -7,527 | Closed |
|
|
CSS
279
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$28K | -2,314 | Closed |
|
|
TWM
280
Tradition Wealth Management
Edina,
Minnesota
| – | -$3K | -248 | Closed |
|
|
BAAM
281
Baker Avenue Asset Management
San Francisco,
California
| – | -$848 | -70 | Closed |
|
|
MFT
282
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$654 | -54 | Closed |
|
|
TFM
283
TFC Financial Management
Boston,
Massachusetts
| – | -$315 | -26 | Closed |
|
|
TCOV
284
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$73 | -6 | Closed |
|
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.