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Fulton Financial

212 hedge funds and large institutions have $1.34B invested in Fulton Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.26B → $1.34B (+$77.4M)

2% more funds holding

Funds holding: 208212 (+4)

9% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 68

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
74
Reduced
68
Closed
25
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Aperio Group
California
$277K -$35.1K -2,755 -12%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$272K -$72.4K -5,679 -22%
UCFA
153
United Capital Financial Advisors
Texas
$272K +$259K +20,328 New
HAG
154
HighPoint Advisor Group
Illinois
$267K -$7.47K -586 -3%
AB
155
Amalgamated Bank
New York
$264K +$23.2K +1,823 +10%
SCM
156
Shelton Capital Management
Colorado
$259K
PP
157
Palladium Partners
Virginia
$258K -$13K -1,018 -5%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$227K -$1.91K -150 -0.9%
PP
159
Paloma Partners
Connecticut
$225K -$4.08M -320,093 -95%
FNBTCON
160
First National Bank & Trust Co of Newtown
Pennsylvania
$223K
SW
161
SVB Wealth
Massachusetts
$198K +$37.7K +2,956 +25%
CAM
162
Capstone Asset Management
Texas
$188K
OI
163
Oakbrook Investments
Illinois
$178K -$20.4K -1,600 -11%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$171K -$176K -13,776 -52%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$171K -$2.38K -187 -1%
PAM
166
Panagora Asset Management
Massachusetts
$162K
SC
167
SouthState Corp
Florida
$161K
AssetMark Inc
168
AssetMark Inc
California
$160K
WA
169
WBH Advisory
Maryland
$157K +$1.1K +86 +0.7%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$156K +$2.03K +159 +1%
VKH
171
Virtu KCG Holdings
New York
$148K -$418K -32,830 -75%
SAM
172
Silvercrest Asset Management
New York
$147K
PP
173
PDT Partners
New York
$145K +$138K +10,800 New
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$138K +$33.3K +2,615 +34%
KJHP
175
K.J. Harrison & Partners
Ontario, Canada
$134K

FULT Hedge Fund Activity: Q1 2016 in Review

212 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2016, worth a combined $1.34B — up 6.1% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FULT positions and 25 closed out — a net gain of 5 holders — while 74 added to existing stakes and 68 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11M sold.

  • 212 institutional investors held Fulton Financial (FULT) as of Q1 2016, up from 208 in Q4 2015.
  • Funds reported $1.34B of Fulton Financial stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 30 funds opened new Fulton Financial positions in Q1 2016 and 25 closed out, a net change of +5 holders.
  • The largest Fulton Financial buyer in Q1 2016 was Bank of New York Mellon, an estimated $17M added.
  • The largest Fulton Financial seller in Q1 2016 was Citadel Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2016.