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Fulton Financial
FULT

223 hedge funds and large institutions have $1.29B invested in Fulton Financial in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $162K | Put options by funds: $34K

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

10% more funds holding

Funds holding: 203 → 223 (+20)

6% less capital invested

Capital invested by funds: $1.38B → $1.29B (-$89M)

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
6.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
79
Reduced
68
Closed
10
Calls
$162K
Puts
$34K
Net Calls
+$128K
Net Calls Change
-$48K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.2M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.16M
3
FMA
Fiduciary Management Associates
Illinois
+$8.26M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.71M
5
HNB
Huntington National Bank
Ohio
+$5.25M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$33M
2
PIM
Perkins Investment Management
Illinois
-$21.9M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$21.3M
4
MCM
Munder Capital Management
Michigan
-$18.3M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$8.38M +$110K +8,760 +1%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$8.13M -$1.56M -124,000 -16%
LSV Asset Management
28
LSV Asset Management
Illinois
$7.7M -$353K -28,000 -4%
FB
29
Fulton Bank
Pennsylvania
$7.59M -$323K -25,622 -4%
Prudential Financial
30
Prudential Financial
New Jersey
$7.55M +$5.03M +399,400 +199%
First Trust Advisors
31
First Trust Advisors
Illinois
$6.72M +$581K +46,107 +9%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$6.65M – – –
Principal Financial Group
33
Principal Financial Group
Iowa
$6.39M +$470K +37,336 +8%
Wells Fargo
34
Wells Fargo
California
$6.13M +$397K +31,524 +7%
M&T Bank
35
M&T Bank
New York
$6.09M -$33.9K -2,689 -0.6%
MAA
36
Managed Account Advisors
New Jersey
$5.77M -$144K -11,462 -2%
AQR Capital Management
37
AQR Capital Management
Connecticut
$5.73M -$646K -51,300 -10%
Goldman Sachs
38
Goldman Sachs
New York
$5.7M +$592K +47,046 +12%
HNB
39
Huntington National Bank
Ohio
$5.24M +$5.25M +416,869 New
AIG
40
American International Group
New York
$5.01M -$27.9K -2,216 -0.6%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.92M +$74.9K +5,946 +2%
HAI
42
Hennessy Advisors Inc
California
$4.59M +$126K +10,000 +3%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$4.47M +$21.4K +1,700 +0.5%
Citigroup
44
Citigroup
New York
$4.32M -$577K -45,851 -12%
Charles Schwab
45
Charles Schwab
California
$4.3M +$496K +39,391 +13%
Morgan Stanley
46
Morgan Stanley
New York
$4.24M +$2.12M +168,766 +100%
SCM
47
Stevens Capital Management
Pennsylvania
$4.18M +$4.19M +332,493 New
NFA
48
Nationwide Fund Advisors
Ohio
$4.17M -$82.6K -6,560 -2%
CS
49
Credit Suisse
Switzerland
$4.17M +$434K +34,467 +12%
Millennium Management
50
Millennium Management
New York
$4.08M +$1.68M +133,394 +70%
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FULT Hedge Fund Activity: Q1 2014 in Review

223 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2014, worth a combined $1.29B — down 6.5% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FULT positions and 10 closed out — a net gain of 22 holders — while 79 added to existing stakes and 68 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $10.2M. The largest seller was Allianz Asset Management, cutting an estimated $33M.

  • 223 institutional investors held Fulton Financial (FULT) as of Q1 2014, up from 203 in Q4 2013.
  • Funds reported $1.29B of Fulton Financial stock for Q1 2014, down 6.5% quarter-over-quarter.
  • 32 funds opened new Fulton Financial positions in Q1 2014 and 10 closed out, a net change of +22 holders.
  • The largest Fulton Financial buyer in Q1 2014 was Dimensional Fund Advisors, an estimated $10.2M added.
  • The largest Fulton Financial seller in Q1 2014 was Allianz Asset Management, an estimated $33M sold.

Based on aggregated 13F filings for Q1 2014.