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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$221K -$119K -9,861 -37%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$218K -$916K -75,972 -81%
MWP
153
Meridian Wealth Partners
Pennsylvania
$209K +$1.94K +161 +0.9%
ECM
154
Evergreen Capital Management
Washington
$206K +$206K +17,055 New
CL
155
Choreo LLC
Illinois
$204K
PA
156
Profund Advisors
Maryland
$198K +$19.7K +1,635 +11%
CGH
157
Crossmark Global Holdings
Texas
$174K -$15.6K -1,295 -10%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$163K -$109 -9 -0.1%
PI
159
Putnam Investments
Massachusetts
$161K -$770K -63,873 -83%
MML Investors Services
160
MML Investors Services
Massachusetts
$158K +$27.2K +2,257 +20%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$157K -$196K -16,295 -55%
AIP
162
Ameritas Investment Partners
Nebraska
$155K -$526K -43,627 -77%
SSA
163
Schonfeld Strategic Advisors
New York
$153K +$154K +12,802 New
EWM
164
Evermay Wealth Management
Virginia
$145K
VC
165
Vicus Capital
Pennsylvania
$143K
FPAS
166
Focus Partners Advisor Solutions
Missouri
$141K +$603 +50 +0.4%
CA
167
Cullinan Associates
Kentucky
$139K
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$139K
KBC Group
169
KBC Group
Belgium
$138K +$140K +11,589 New
MC
170
Moors & Cabot
Massachusetts
$136K +$6.03K +500 +5%
GC
171
Guggenheim Capital
Illinois
$131K -$419K -34,714 -76%
TF
172
TIAA FSB
Florida
$128K +$129K +10,720 New
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$127K +$129K +10,664 New
QPWM
174
Quadrant Private Wealth Management
Pennsylvania
$126K
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$123K +$12.6K +1,042 +11%

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.