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Fulton Financial

238 hedge funds and large institutions have $965M invested in Fulton Financial in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% less ownership

Funds ownership: 65.2%63.87% (-1.3%)

3% less funds holding

Funds holding: 246238 (-8)

13% less capital invested

Capital invested by funds: $1.11B → $965M (-$146M)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

43% less call options, than puts

Call options by funds: $448K | Put options by funds: $792K

Holders
238
Holders Change
-8
Holders Change %
-3.25%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
66
Reduced
91
Closed
35
Calls
$448K
Puts
$792K
Net Calls
-$344K
Net Calls Change
+$976K
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
101
Rafferty Asset Management
New York
$529K +$85K +8,649 +18%
CA
102
Clearstead Advisors
Ohio
$526K
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$520K -$50.1K -5,100 -8%
PCM
104
Pennsylvania Capital Management
Pennsylvania
$507K +$496K +50,508 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$506K -$12.3K -1,252 -2%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$485K +$174K +17,716 +52%
RJA
107
Raymond James & Associates
Florida
$459K -$167 -17 -0%
ASRS
108
Arizona State Retirement System
Arizona
$455K +$115K +11,736 +32%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$449K -$36.9K -3,759 -7%
Stifel Financial
110
Stifel Financial
Missouri
$444K +$99K +10,070 +27%
EVM
111
Eaton Vance Management
Massachusetts
$426K
RWM
112
RKL Wealth Management
Pennsylvania
$422K -$7.91K -805 -2%
FA
113
FMA Advisory
Pennsylvania
$386K -$98.3K -10,000 -19%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$378K +$983 +100 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$368K -$666K -67,770 -63%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$365K +$385K +39,170 New
WSFS
117
Wilmington Savings Fund Society
Delaware
$338K -$33K -3,358 -8%
PP
118
Paloma Partners
Connecticut
$325K -$191K -19,471 -36%
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$320K +$337K +34,300 New
WB
120
WesBanco Bank
West Virginia
$318K
NMERB
121
New Mexico Educational Retirement Board
New Mexico
$310K -$58K -5,900 -15%
NSEDCP
122
NJ State Employees Deferred Compensation Plan
New Jersey
$299K
Truist Financial
123
Truist Financial
North Carolina
$296K +$275 +28 +0.1%
CAM
124
Carret Asset Management
New York
$295K
BCM
125
Brookstone Capital Management
Illinois
$294K

FULT Hedge Fund Activity: Q3 2020 in Review

238 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q3 2020, worth a combined $965M — down 13% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FULT and 27 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 66 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $10.5M. The largest seller was Vanguard Group, cutting an estimated $7.97M.

  • 238 institutional investors held Fulton Financial (FULT) as of Q3 2020, down from 246 in Q2 2020.
  • Funds reported $965M of Fulton Financial stock for Q3 2020, down 13% quarter-over-quarter.
  • 27 funds opened new Fulton Financial positions in Q3 2020 and 35 closed out, a net change of -8 holders.
  • The largest Fulton Financial buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $10.5M added.
  • The largest Fulton Financial seller in Q3 2020 was Vanguard Group, an estimated $7.97M sold.

Based on aggregated 13F filings for Q3 2020.