We are live on ! Find out more
FULT icon

Fulton Financial

256 hedge funds and large institutions have $1.54B invested in Fulton Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

0.75% more ownership

Funds ownership: 66.06%66.81% (+0.75%)

7% less funds holding

Funds holding: 274256 (-18)

7% less capital invested

Capital invested by funds: $1.66B → $1.54B (-$118M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

59% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.54M

Holders
256
Holders Change
-18
Holders Change %
-6.57%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
95
Reduced
81
Closed
41
Calls
$632K
Puts
$1.54M
Net Calls
-$909K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$755K -$30.4K -1,879 -3%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$741K -$37.5K -2,317 -4%
JCIA
103
Jackson Creek Investment Advisors
Colorado
$725K -$227 -14 -0%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$709K +$114K +7,019 +16%
RJA
105
Raymond James & Associates
Florida
$705K -$283K -17,505 -26%
LPL Financial
106
LPL Financial
California
$690K +$2.02K +125 +0.3%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$681K
ASRS
108
Arizona State Retirement System
Arizona
$671K +$21.2K +1,308 +3%
KAS
109
Kestra Advisory Services
Texas
$667K -$78.6K -4,858 -9%
Jane Street
110
Jane Street
New York
$661K +$774K +47,845 New
CA
111
Clearstead Advisors
Ohio
$642K -$80.9K -5,000 -10%
GC
112
Guggenheim Capital
Illinois
$632K +$740K +45,721 New
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$615K -$4.85K -300 -0.7%
PWP
114
Principle Wealth Partners
Connecticut
$606K
YIH
115
Y-Intercept (HK)
Hong Kong
$593K +$694K +42,873 New
SOMRS
116
State of Michigan Retirement System
Michigan
$585K -$4.85K -300 -0.7%
RWM
117
RKL Wealth Management
Pennsylvania
$564K -$54.4K -3,362 -8%
VNA
118
Valley National Advisers
Pennsylvania
$534K -$4.93K -305 -0.7%
NMIMC
119
Northwestern Mutual Investment Management Company
Wisconsin
$514K +$351K +21,682 +140%
VPIM
120
Vanguard Personalized Indexing Management
California
$493K +$577K +35,681 New
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$481K
Creative Planning
122
Creative Planning
Kansas
$464K +$187K +11,564 +52%
NSEDCP
123
NJ State Employees Deferred Compensation Plan
New Jersey
$442K
WG
124
Winton Group
United Kingdom
$439K +$317K +19,584 +161%
MMA
125
Miracle Mile Advisors
California
$430K +$503K +31,094 New

FULT Hedge Fund Activity: Q1 2023 in Review

256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2023, worth a combined $1.54B — down 7.1% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FULT and 27 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 95 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $22.6M. The largest seller was Millennium Management, cutting an estimated $22.3M.

  • 256 institutional investors held Fulton Financial (FULT) as of Q1 2023, down from 274 in Q4 2022.
  • Funds reported $1.54B of Fulton Financial stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 27 funds opened new Fulton Financial positions in Q1 2023 and 41 closed out, a net change of -14 holders.
  • The largest Fulton Financial buyer in Q1 2023 was Fisher Asset Management, an estimated $22.6M added.
  • The largest Fulton Financial seller in Q1 2023 was Millennium Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2023.