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Fulton Financial

256 hedge funds and large institutions have $1.54B invested in Fulton Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

0.75% more ownership

Funds ownership: 66.06%66.81% (+0.75%)

7% less funds holding

Funds holding: 274256 (-18)

7% less capital invested

Capital invested by funds: $1.66B → $1.54B (-$118M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

59% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.54M

Holders
256
Holders Change
-18
Holders Change %
-6.57%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
95
Reduced
81
Closed
41
Calls
$632K
Puts
$1.54M
Net Calls
-$909K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$51.1K
FCB
202
First Command Bank
Texas
$43K
FCFS
203
First Command Financial Services
Texas
$43K
US Bancorp
204
US Bancorp
Minnesota
$37.2K +$16.8K +1,038 +63%
MFA
205
McClarren Financial Advisors
Pennsylvania
$34K +$372 +23 +0.9%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K +$1.15K +71 +3%
ASN
207
Advisory Services Network
Georgia
$31.8K +$3.27K +202 +10%
GWM
208
Geneos Wealth Management
Colorado
$30.5K
SO
209
STRS Ohio
Ohio
$30K -$32.4K -2,000 -48%
S
210
SignatureFD
Georgia
$27.8K +$3.12K +193 +11%
Lazard Asset Management
211
Lazard Asset Management
New York
$26K
LC
212
Lindbrook Capital
California
$25.2K +$22.9K +1,416 +348%
PP
213
PFS Partners
New Jersey
$23.6K
JWA
214
JFS Wealth Advisors
Pennsylvania
$22.8K -$1.08K -67 -4%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$20.2K +$10.9K +674 +86%
Nomura Asset Management
216
Nomura Asset Management
Japan
$19.3K
GI
217
Gradient Investments
Minnesota
$19K
AAS
218
Ameritas Advisory Services
Nebraska
$15.2K +$17.8K +1,099 New
TWA
219
TCI Wealth Advisors
Arizona
$13.6K -$32 -2 -0.2%
PA
220
Parallel Advisors
California
$12.7K +$13.9K +861 +1,435%
SPIA
221
Steward Partners Investment Advisory
New York
$8.87K
HWA
222
Heritage Wealth Advisors
Virginia
$8.78K
SIC
223
Salem Investment Counselors
North Carolina
$8.38K
NF
224
Norwood Financial
Pennsylvania
$8.29K
MCM
225
Manchester Capital Management
Vermont
$6.07K +$696 +43 +11%

FULT Hedge Fund Activity: Q1 2023 in Review

256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2023, worth a combined $1.54B — down 7.1% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FULT and 27 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 95 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $22.6M. The largest seller was Millennium Management, cutting an estimated $22.3M.

  • 256 institutional investors held Fulton Financial (FULT) as of Q1 2023, down from 274 in Q4 2022.
  • Funds reported $1.54B of Fulton Financial stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 27 funds opened new Fulton Financial positions in Q1 2023 and 41 closed out, a net change of -14 holders.
  • The largest Fulton Financial buyer in Q1 2023 was Fisher Asset Management, an estimated $22.6M added.
  • The largest Fulton Financial seller in Q1 2023 was Millennium Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2023.