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Fulton Financial

259 hedge funds and large institutions have $1.95B invested in Fulton Financial in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $494K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.39B → $1.95B (+$563M)

4% more funds holding

Funds holding: 249259 (+10)

2.32% more ownership

Funds ownership: 69.79%72.11% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
88
Reduced
85
Closed
26
Calls
$494K
Puts
$163K
Net Calls
+$331K
Net Calls Change
+$765K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
126
Graham Capital Management
Connecticut
$494K +$421K +29,993 New
M1FG
127
Mach-1 Financial Group
Arkansas
$489K +$417K +29,718 New
Stifel Financial
128
Stifel Financial
Missouri
$477K +$84 +6 +0%
MOACM
129
Mutual of America Capital Management
New York
$473K -$140 -10 -0%
Osaic Holdings
130
Osaic Holdings
Arizona
$468K -$288K -20,532 -42%
KeyBank National Association
131
KeyBank National Association
Ohio
$457K +$4.95K +353 +1%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$455K -$127K -9,056 -25%
AWS
133
Atria Wealth Solutions
New York
$454K
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$447K -$2.29K -163 -0.6%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$437K +$119K +8,486 +47%
Creative Planning
136
Creative Planning
Kansas
$431K -$4.07K -290 -1%
WI
137
WBI Investments
New Jersey
$413K -$25.8K -1,836 -7%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$401K +$2.64K +188 +0.8%
II
139
Inspire Investing
Idaho
$383K -$28.7K -2,048 -8%
AQR Capital Management
140
AQR Capital Management
Connecticut
$381K -$9.97M -710,118 -97%
MA
141
Mutual Advisors
Nebraska
$366K +$758 +54 +0.2%
OQS
142
Occudo Quantitative Strategies
Florida
$362K -$465K -33,110 -60%
MHI
143
Miller Howard Investments
New York
$352K +$3.72K +265 +1%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$345K
AA
145
AlphaMark Advisors
Kentucky
$324K +$13.9K +993 +5%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$317K +$3.93K +280 +1%
SC
147
Savant Capital
Illinois
$315K -$36.1K -2,576 -12%
MWP
148
Meridian Wealth Partners
Pennsylvania
$306K -$70 -5 -0%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$304K +$1.05K +75 +0.4%
PAG
150
Private Advisor Group
New Jersey
$301K +$9.16K +653 +4%

FULT Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2023, worth a combined $1.95B — up 41% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FULT positions and 26 closed out — a net gain of 13 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was AQR Capital Management, cutting an estimated $9.97M.

  • 259 institutional investors held Fulton Financial (FULT) as of Q4 2023, up from 249 in Q3 2023.
  • Funds reported $1.95B of Fulton Financial stock for Q4 2023, up 41% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q4 2023 and 26 closed out, a net change of +13 holders.
  • The largest Fulton Financial buyer in Q4 2023 was Morgan Stanley, an estimated $33M added.
  • The largest Fulton Financial seller in Q4 2023 was AQR Capital Management, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.