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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
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$127K -$11.2K -882 -8%
UBS Group
177
UBS Group
Switzerland
$124K -$40.2K -3,156 -25%
CIS
178
Connors Investor Services
Pennsylvania
$109K +$104K +8,172 New
MCM
179
Manchester Capital Management
Vermont
$92K +$87.2K +6,842 New
LIA
180
LS Investment Advisors
Michigan
$79K +$1.52K +119 +2%
GI
181
Gradient Investments
Minnesota
$65K
AAM
182
Advisors Asset Management
Colorado
$62K
Victory Capital Management
183
Victory Capital Management
Texas
$60K -$69K -5,411 -55%
CFA
184
Carroll Financial Associates
North Carolina
$55K
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$51K
FANJ
186
Financial Architects (New Jersey)
New Jersey
$50K +$47.5K +3,723 New
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$48K
HCM
188
Highlander Capital Management
New Jersey
$40K
Creative Planning
189
Creative Planning
Kansas
$37K
EMG
190
ETF Managers Group
New Jersey
$37K +$26.3K +2,060 New
HI
191
Hudock Inc
Pennsylvania
$32K -$12.4K -976 -29%
US Bancorp
192
US Bancorp
Minnesota
$32K -$892 -70 -3%
CCA
193
Checchi Capital Advisers
California
$28K +$26.8K +2,101 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$25K +$3.3K +259 +16%
Barclays
195
Barclays
United Kingdom
$24K -$108K -8,498 -82%
Geode Capital Management
196
Geode Capital Management
Massachusetts
$20.4K +$289K +22,668 +2%
OFS
197
Orrstown Financial Services
Pennsylvania
$20K -$140K -11,000 -88%
GWM
198
Gupta Wealth Management
California
$15K
MFS
199
MSI Financial Services
Massachusetts
$14K -$39.5K -3,101 -75%
ACB
200
Aristotle Capital Boston
Massachusetts
$5K +$4.36K +342 New

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.