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Fulton Financial
FULT

246 hedge funds and large institutions have $1.32B invested in Fulton Financial in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

37% more capital invested

Capital invested by funds: $965M → $1.32B (+$358M)

23% more call options, than puts

Call options by funds: $612K | Put options by funds: $496K

3% more funds holding

Funds holding: 238 → 246 (+8)

0.41% more ownership

Funds ownership: 63.87% → 64.28% (+0.41%)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
246
Holders Change
+8
Holders Change %
+3.36%
% of All Funds
4.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
68
Reduced
92
Closed
24
Calls
$612K
Puts
$496K
Net Calls
+$116K
Net Calls Change
+$460K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.76M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$9.16M
3
BlackRock
BlackRock
New York
+$7.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.75M
5
Millennium Management
Millennium Management
New York
+$6.02M

Top Sellers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
-$16.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$2.54M
5
ACB
Aristotle Capital Boston
Massachusetts
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$182K -$13.5K -1,134 -7%
SSB
177
Sandy Spring Bank
Maryland
$174K -$154K -12,970 -49%
TBA
178
Tower Bridge Advisors
Pennsylvania
$171K -$23.8K -2,000 -13%
CA
179
Calton & Associates
Florida
$171K +$4.75K +400 +3%
PAMU
180
Pictet Asset Management (UK)
United Kingdom
$165K – – –
LPL Financial
181
LPL Financial
California
$155K +$9.06K +762 +7%
DA
182
Duality Advisers
Florida
$155K +$145K +12,204 New
PI
183
PEAK6 Investments
Illinois
$154K -$131K -11,023 -48%
DLA
184
Douglas Lane & Associates
New York
$152K -$38K -3,200 -21%
AssetMark Inc
185
AssetMark Inc
California
$152K – – –
EWM
186
Evermay Wealth Management
Virginia
$152K – – –
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$148K – – –
CAN
188
Cetera Advisor Networks
California
$148K +$523 +44 +0.4%
M&T Bank
189
M&T Bank
New York
$143K -$601K -50,556 -82%
Squarepoint
190
Squarepoint
New York
$143K +$134K +11,281 New
MAFM
191
Mid Atlantic Financial Management
Pennsylvania
$136K +$59 +5 +0%
SAM
192
Smithbridge Asset Management
Pennsylvania
$131K -$95.1K -8,000 -44%
MFG
193
Magnus Financial Group
New York
$130K – – –
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$111K +$5.45K +458 +6%
PAM
195
Panagora Asset Management
Massachusetts
$107K – – –
Macquarie Group
196
Macquarie Group
Australia
$99K – – –
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$76K -$131K -10,988 -65%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K +$64.8K +5,447 New
TF
199
Tompkins Financial
New York
$58K -$7.13K -600 -12%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$56K +$52.4K +4,408 New
6 7
8
9 10

FULT Hedge Fund Activity: Q4 2020 in Review

246 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2020, worth a combined $1.32B — up 37% from $965M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FULT positions and 24 closed out — a net gain of 10 holders — while 68 added to existing stakes and 92 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.76M. The largest seller was Holocene Advisors, cutting an estimated $16.5M.

  • 246 institutional investors held Fulton Financial (FULT) as of Q4 2020, up from 238 in Q3 2020.
  • Funds reported $1.32B of Fulton Financial stock for Q4 2020, up 37% quarter-over-quarter.
  • 34 funds opened new Fulton Financial positions in Q4 2020 and 24 closed out, a net change of +10 holders.
  • The largest Fulton Financial buyer in Q4 2020 was JP Morgan Chase, an estimated $9.76M added.
  • The largest Fulton Financial seller in Q4 2020 was Holocene Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2020.