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Fulton Financial
FULT

203 hedge funds and large institutions have $1.38B invested in Fulton Financial in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$145M)

2% less funds holding

Funds holding: 207 → 203 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
203
Holders Change
-4
Holders Change %
-1.93%
% of All Funds
5.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
62
Reduced
84
Closed
19
Calls
$176K
Puts
–
Net Calls
+$176K
Net Calls Change
+$180K

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$46.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$7.01M
3
BFA
BlackRock Fund Advisors
California
+$3.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.61M
5
BIT
BlackRock Institutional Trust
California
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$22.6M
2
ICM
ICC Capital Management
Florida
-$5.19M
3
State Street
State Street
Massachusetts
-$3.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.56M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
DVM
26
Dreman Value Management
Florida
$8.93M +$957K +76,693 +13%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$8.6M -$256K -20,502 -3%
LSV Asset Management
28
LSV Asset Management
Illinois
$8.37M -$221K -17,665 -3%
FB
29
Fulton Bank
Pennsylvania
$8.23M -$74.5K -5,969 -0.9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$6.92M – – –
AQR Capital Management
31
AQR Capital Management
Connecticut
$6.63M -$974K -77,994 -13%
First Trust Advisors
32
First Trust Advisors
Illinois
$6.39M +$2.26M +180,888 +59%
M&T Bank
33
M&T Bank
New York
$6.37M -$42.2K -3,384 -0.7%
Principal Financial Group
34
Principal Financial Group
Iowa
$6.16M -$118K -9,426 -2%
MAA
35
Managed Account Advisors
New Jersey
$6.16M -$558K -44,729 -9%
Wells Fargo
36
Wells Fargo
California
$5.96M +$536K +42,939 +10%
EAM
37
Eagle Asset Management
Florida
$5.63M +$256K +20,480 +5%
RA
38
Rational Advisors
New York
$5.54M +$1.62M +130,120 +44%
Goldman Sachs
39
Goldman Sachs
New York
$5.32M -$261K -20,872 -5%
AIG
40
American International Group
New York
$5.24M -$160K -12,784 -3%
Citigroup
41
Citigroup
New York
$5.09M +$145K +11,584 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$5.04M -$1.2M -96,386 -20%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$4.98M – – –
HAI
44
Hennessy Advisors Inc
California
$4.64M -$125K -10,000 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$4.62M +$31.2K +2,500 +0.7%
SB
46
Suntrust Banks
Georgia
$4.44M -$20.6K -1,650 -0.5%
NFA
47
Nationwide Fund Advisors
Ohio
$4.42M +$81.7K +6,547 +2%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$4.07M -$166K -13,297 -4%
Charles Schwab
49
Charles Schwab
California
$3.96M +$288K +23,096 +8%
CS
50
Credit Suisse
Switzerland
$3.88M -$493K -39,484 -12%
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FULT Hedge Fund Activity: Q4 2013 in Review

203 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2013, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FULT and 17 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $46.5M. The largest seller was Perkins Investment Management, cutting an estimated $22.6M.

  • 203 institutional investors held Fulton Financial (FULT) as of Q4 2013, down from 207 in Q3 2013.
  • Funds reported $1.38B of Fulton Financial stock for Q4 2013, up 12% quarter-over-quarter.
  • 17 funds opened new Fulton Financial positions in Q4 2013 and 19 closed out, a net change of -2 holders.
  • The largest Fulton Financial buyer in Q4 2013 was Lord, Abbett & Co, an estimated $46.5M added.
  • The largest Fulton Financial seller in Q4 2013 was Perkins Investment Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2013.