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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$300K +$256K +18,212 New
WAM
152
Watershed Asset Management
California
$294K -$28.6K -2,035 -10%
MML Investors Services
153
MML Investors Services
Massachusetts
$291K +$23.3K +1,660 +10%
TRCT
154
Tower Research Capital (TRC)
New York
$288K +$122K +8,702 +99%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$287K +$8.35K +595 +4%
CL
156
Choreo LLC
Illinois
$281K
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$279K +$2.43K +173 +1%
PA
158
Profund Advisors
Maryland
$272K +$39.8K +2,834 +21%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$271K +$88.7K +6,322 +62%
ECM
160
Evergreen Capital Management
Washington
$269K -$6.72K -479 -3%
AIP
161
Ameritas Investment Partners
Nebraska
$266K
ECM
162
EMC Capital Management
Texas
$259K
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$256K -$69.2K -4,928 -24%
ECM
164
Everence Capital Management
Indiana
$239K +$204K +14,520 New
FRM
165
Fox Run Management
Connecticut
$236K +$201K +14,353 New
AM
166
Atwater Malick
Pennsylvania
$227K -$156K -11,125 -45%
EGM
167
Engineers Gate Manager
New York
$211K -$21K -1,497 -10%
CAN
168
Cetera Advisor Networks
California
$210K +$31.9K +2,275 +22%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$210K +$34.5K +2,459 +24%
CC
170
Centiva Capital
New York
$208K -$57.5K -4,094 -24%
CGH
171
Crossmark Global Holdings
Texas
$205K +$2.46K +175 +1%
USAA
172
United Services Automobile Association
Texas
$202K +$172K +12,292 New
MMA
173
Miracle Mile Advisors
California
$202K -$284K -20,246 -62%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$201K +$171K +12,216 New
EWM
175
Evermay Wealth Management
Virginia
$199K

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.