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Fulton Financial

230 hedge funds and large institutions have $1.3B invested in Fulton Financial in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,457% more call options, than puts

Call options by funds: $109K | Put options by funds: $7K

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

3% more funds holding

Funds holding: 223230 (+7)

1% more capital invested

Capital invested by funds: $1.29B → $1.3B (+$14.1M)

1% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 85

Holders
230
Holders Change
+7
Holders Change %
+3.14%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
85
Closed
14
Calls
$109K
Puts
$7K
Net Calls
+$102K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Brookstone Capital Management
Illinois
$390K
FA
152
FMA Advisory
Pennsylvania
$390K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$388K +$66.7K +5,458 +21%
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$385K -$33.2K -2,715 -8%
KeyBank National Association
155
KeyBank National Association
Ohio
$362K
RWM
156
RKL Wealth Management
Pennsylvania
$362K +$550 +45 +0.2%
MIU
157
Man Investments (UK)
United Kingdom
$358K -$1.66M -136,229 -83%
AIP
158
Ameritas Investment Partners
Nebraska
$349K -$13K -1,064 -4%
USAA
159
United Services Automobile Association
Texas
$346K +$341K +27,900 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$342K +$338K +27,638 New
SAM
161
Securian Asset Management
Minnesota
$328K -$14K -1,145 -4%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$326K -$5.46K -447 -2%
TBA
163
Tower Bridge Advisors
Pennsylvania
$324K
NERM
164
New England Research & Management
Illinois
$307K +$302K +24,750 New
JG
165
Jefferies Group
New York
$304K +$23.7K +1,942 +9%
B
166
Barings
North Carolina
$304K +$299K +24,500 New
VFA
167
Virtus Fund Advisers
Connecticut
$298K +$294K +24,081 New
WMSA
168
Weiss Multi-Strategy Advisers
New York
$297K -$177K -14,520 -38%
STI
169
Susquehanna Trust & Investment
Pennsylvania
$288K -$12.2K -1,000 -4%
HJGA
170
Hardman Johnston Global Advisors
Connecticut
$282K
TH
171
Timber Hill
Connecticut
$276K +$55.6K +4,548 +26%
BIM
172
Bogle Investment Management
Massachusetts
$273K +$270K +22,071 New
SCM
173
Shelton Capital Management
Colorado
$263K
GCP
174
GSA Capital Partners
United Kingdom
$261K +$99K +8,100 +62%
Creative Planning
175
Creative Planning
Kansas
$255K +$4.9K +401 +2%

FULT Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2014, worth a combined $1.3B — up 1.1% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FULT positions and 14 closed out — a net gain of 8 holders — while 84 added to existing stakes and 85 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $29.7M. The largest seller was Perkins Investment Management, cutting an estimated $108M.

  • 230 institutional investors held Fulton Financial (FULT) as of Q2 2014, up from 223 in Q1 2014.
  • Funds reported $1.3B of Fulton Financial stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 22 funds opened new Fulton Financial positions in Q2 2014 and 14 closed out, a net change of +8 holders.
  • The largest Fulton Financial buyer in Q2 2014 was Allianz Asset Management, an estimated $29.7M added.
  • The largest Fulton Financial seller in Q2 2014 was Perkins Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2014.