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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
Stifel Financial
126
Stifel Financial
Missouri
$421K +$31.7K +1,962 +7%
NMERB
127
New Mexico Educational Retirement Board
New Mexico
$419K +$80.9K +5,000 +20%
Cerity Partners
128
Cerity Partners
New York
$419K +$4.19K +259 +0.8%
PCM
129
Pennsylvania Capital Management
Pennsylvania
$415K
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$408K +$140K +8,635 +41%
CC
131
Centiva Capital
New York
$402K +$471K +29,124 New
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$396K -$129K -7,974 -22%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$389K +$95.3K +5,892 +28%
AWS
134
Atria Wealth Solutions
New York
$381K
KeyBank National Association
135
KeyBank National Association
Ohio
$374K +$4.84K +299 +1%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$370K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$361K +$70.2K +4,339 +20%
X
138
Xponance
Pennsylvania
$357K +$3.11K +192 +0.7%
FA
139
Faithward Advisors
Pennsylvania
$348K -$325K -20,099 -36%
Truist Financial
140
Truist Financial
North Carolina
$345K -$847K -52,349 -68%
PAG
141
Private Advisor Group
New Jersey
$338K -$146K -9,006 -27%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$338K -$37.1K -2,296 -9%
WSFS
143
Wilmington Savings Fund Society
Delaware
$332K -$110K -6,800 -22%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$319K -$2.02K -125 -0.5%
EFS
145
Econ Financial Services
Pennsylvania
$318K +$372K +23,007 New
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$295K -$6.97K -431 -2%
SFG
147
SevenBridge Financial Group
Pennsylvania
$294K
MHI
148
Miller Howard Investments
New York
$293K +$3.56K +220 +1%
SEI Investments
149
SEI Investments
Pennsylvania
$292K -$1.52M -93,788 -82%
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$290K

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.