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Fulton Financial

256 hedge funds and large institutions have $1.93B invested in Fulton Financial in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.76B → $1.93B (+$176M)

3% more funds holding

Funds holding: 248256 (+8)

2.26% more ownership

Funds ownership: 65.29%67.55% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $2.33M

36% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 97

Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
62
Reduced
97
Closed
25
Calls
$1.94M
Puts
$2.33M
Net Calls
-$385K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
176
Tower Bridge Advisors
Pennsylvania
$273K
GT
177
Glenmede Trust
Pennsylvania
$269K
RWP
178
RWA Wealth Partners
Massachusetts
$268K
Creative Planning
179
Creative Planning
Kansas
$267K -$18.4K -1,085 -7%
PIA
180
Piedmont Investment Advisors
North Carolina
$263K -$42.3K -2,491 -14%
CGH
181
Crossmark Global Holdings
Texas
$253K +$170 +10 +0.1%
DA
182
Duality Advisers
Florida
$248K +$241K +14,205 New
LPL Financial
183
LPL Financial
California
$242K -$63.8K -3,754 -21%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$237K +$20.1K +1,185 +10%
DW
185
Domani Wealth
Pennsylvania
$232K -$52.7K -3,100 -19%
FCA
186
FLC Capital Advisors
California
$221K -$70.7K -4,160 -25%
AssetMark Inc
187
AssetMark Inc
California
$209K
EWM
188
Evermay Wealth Management
Virginia
$209K
SO
189
STRS Ohio
Ohio
$203K
MML Investors Services
190
MML Investors Services
Massachusetts
$198K +$193K +11,372 New
Macquarie Group
191
Macquarie Group
Australia
$197K
GC
192
Guggenheim Capital
Illinois
$193K +$188K +11,047 New
AG
193
Algert Global
California
$193K +$188K +11,071 New
WA
194
Wheatland Advisors
Pennsylvania
$186K -$108K -6,352 -37%
AG
195
Advisor Group
Arizona
$186K -$3.4K -200 -2%
MAFM
196
Mid Atlantic Financial Management
Pennsylvania
$186K +$181K +10,646 New
CIS
197
Connors Investor Services
Pennsylvania
$185K
SCM
198
Shelton Capital Management
Colorado
$184K -$16.9K -994 -9%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$178K
CA
200
Calton & Associates
Florida
$177K +$173K +10,176 New

FULT Hedge Fund Activity: Q4 2019 in Review

256 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2019, worth a combined $1.93B — up 10% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FULT positions and 25 closed out — a net gain of 15 holders — while 62 added to existing stakes and 97 trimmed.

The largest buyer was Invesco, adding an estimated $38.7M. The largest seller was Vanguard Group, cutting an estimated $12.9M.

  • 256 institutional investors held Fulton Financial (FULT) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $1.93B of Fulton Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 40 funds opened new Fulton Financial positions in Q4 2019 and 25 closed out, a net change of +15 holders.
  • The largest Fulton Financial buyer in Q4 2019 was Invesco, an estimated $38.7M added.
  • The largest Fulton Financial seller in Q4 2019 was Vanguard Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2019.