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Fulton Financial
FULT

227 hedge funds and large institutions have $1.21B invested in Fulton Financial in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $163K | Put options by funds: $7K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.1B → $1.21B (+$113M)

1% more funds holding

Funds holding: 225 → 227 (+2)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
6.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
87
Closed
25
Calls
$163K
Puts
$7K
Net Calls
+$156K
Net Calls Change
+$157K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$7.63M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.23M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.98M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.73M
5
Millennium Management
Millennium Management
New York
+$4.78M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$8.74M
2
State Street
State Street
Massachusetts
-$7.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$7.01M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.36M
5
RFC
Russell Frank Company
Washington
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Wheatland Advisors
Pennsylvania
$470K – – –
AW
127
Alpha Windward
Massachusetts
$464K +$442K +37,500 New
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$456K +$27.7K +2,348 +7%
UBS Group
129
UBS Group
Switzerland
$448K +$427K +36,225 New
CCM
130
Cadence Capital Management
Massachusetts
$447K -$199K -16,927 -32%
Brown Advisory
131
Brown Advisory
Maryland
$403K -$141K -12,000 -27%
URS
132
Utah Retirement Systems
Utah
$403K – – –
NERM
133
New England Research & Management
Illinois
$400K -$30K -2,550 -7%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$395K +$11.8K +1,000 +3%
CAM
135
Carret Asset Management
New York
$391K – – –
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
$391K – – –
BCM
137
Brookstone Capital Management
Illinois
$389K – – –
FNBTCON
138
First National Bank & Trust Co of Newtown
Pennsylvania
$382K +$364K +30,907 New
SCM
139
Stevens Capital Management
Pennsylvania
$380K +$362K +30,771 New
TI
140
Trexquant Investment
Connecticut
$370K +$353K +30,000 New
RWM
141
RKL Wealth Management
Pennsylvania
$366K +$4.5K +382 +1%
ZIM
142
Zacks Investment Management
Illinois
$362K +$344K +29,250 New
KeyBank National Association
143
KeyBank National Association
Ohio
$355K -$4.71K -400 -1%
NPIT
144
National Penn Investors Trust
Pennsylvania
$353K – – –
VIA
145
Vident Investment Advisory
Georgia
$352K +$335K +28,447 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$342K – – –
AIP
147
Ameritas Investment Partners
Nebraska
$337K -$10.6K -904 -3%
MIS
148
Morningstar Investment Services
Illinois
$334K +$196K +16,629 +161%
PA
149
Profund Advisors
Maryland
$324K +$39.7K +3,369 +15%
TBA
150
Tower Bridge Advisors
Pennsylvania
$323K – – –
4 5
6
7 8

FULT Hedge Fund Activity: Q4 2014 in Review

227 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2014, worth a combined $1.21B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FULT positions and 25 closed out — a net gain of 5 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $7.63M. The largest seller was Allianz Asset Management, cutting an estimated $8.74M.

  • 227 institutional investors held Fulton Financial (FULT) as of Q4 2014, up from 225 in Q3 2014.
  • Funds reported $1.21B of Fulton Financial stock for Q4 2014, up 10% quarter-over-quarter.
  • 30 funds opened new Fulton Financial positions in Q4 2014 and 25 closed out, a net change of +5 holders.
  • The largest Fulton Financial buyer in Q4 2014 was Dimensional Fund Advisors, an estimated $7.63M added.
  • The largest Fulton Financial seller in Q4 2014 was Allianz Asset Management, an estimated $8.74M sold.

Based on aggregated 13F filings for Q4 2014.