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Fulton Financial

246 hedge funds and large institutions have $1.38B invested in Fulton Financial in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

2.93% more ownership

Funds ownership: 66.81%69.74% (+2.9%)

4% less funds holding

Funds holding: 256246 (-10)

11% less capital invested

Capital invested by funds: $1.54B → $1.38B (-$162M)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

26% less call options, than puts

Call options by funds: $516K | Put options by funds: $701K

Holders
246
Holders Change
-10
Holders Change %
-3.91%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
86
Reduced
78
Closed
47
Calls
$516K
Puts
$701K
Net Calls
-$185K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Pennsylvania Capital Management
Pennsylvania
$358K
Creative Planning
127
Creative Planning
Kansas
$348K -$53.1K -4,406 -13%
Stifel Financial
128
Stifel Financial
Missouri
$345K -$18.2K -1,508 -5%
AWS
129
Atria Wealth Solutions
New York
$330K
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$327K -$14.4K -1,194 -4%
KeyBank National Association
131
KeyBank National Association
Ohio
$323K +$157 +13 +0%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$322K -$819K -67,915 -72%
II
133
Inspire Investing
Idaho
$313K +$78.2K +6,487 +33%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$312K
Truist Financial
135
Truist Financial
North Carolina
$299K +$1.57K +130 +0.5%
AM
136
Atwater Malick
Pennsylvania
$297K +$121K +10,000 +67%
PAG
137
Private Advisor Group
New Jersey
$295K +$3.62K +300 +1%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$284K -$371K -30,809 -56%
WSFS
139
Wilmington Savings Fund Society
Delaware
$280K -$7.23K -600 -2%
MA
140
Mutual Advisors
Nebraska
$265K +$268K +22,202 New
JAM
141
Jupiter Asset Management
United Kingdom
$261K +$264K +21,881 New
SC
142
Savant Capital
Illinois
$259K +$262K +21,707 New
SFG
143
SevenBridge Financial Group
Pennsylvania
$254K +$530 +44 +0.2%
MHI
144
Miller Howard Investments
New York
$252K +$72 +6 +0%
PAMS
145
Pictet Asset Management (Switzerland)
Switzerland
$250K
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$250K -$4.71K -391 -2%
Squarepoint
147
Squarepoint
New York
$243K +$102K +8,487 +71%
WAM
148
Watershed Asset Management
California
$242K +$245K +20,325 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$232K -$15.3K -1,265 -6%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$226K +$67.3K +5,582 +42%

FULT Hedge Fund Activity: Q2 2023 in Review

246 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2023, worth a combined $1.38B — down 11% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FULT and 39 opened new positions — a net loss of 8 holders — while 78 trimmed existing stakes and 86 added.

The largest buyer was HSBC Holdings, adding an estimated $90.8M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 246 institutional investors held Fulton Financial (FULT) as of Q2 2023, down from 256 in Q1 2023.
  • Funds reported $1.38B of Fulton Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q2 2023 and 47 closed out, a net change of -8 holders.
  • The largest Fulton Financial buyer in Q2 2023 was HSBC Holdings, an estimated $90.8M added.
  • The largest Fulton Financial seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.