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Fulton Financial

246 hedge funds and large institutions have $1.38B invested in Fulton Financial in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

2.93% more ownership

Funds ownership: 66.81%69.74% (+2.9%)

4% less funds holding

Funds holding: 256246 (-10)

11% less capital invested

Capital invested by funds: $1.54B → $1.38B (-$162M)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

26% less call options, than puts

Call options by funds: $516K | Put options by funds: $701K

Holders
246
Holders Change
-10
Holders Change %
-3.91%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
86
Reduced
78
Closed
47
Calls
$516K
Puts
$701K
Net Calls
-$185K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
201
Mitsubishi UFJ Trust & Banking
Japan
$20.4K +$20.7K +1,714 New
PP
202
PFS Partners
New Jersey
$20.4K
JWA
203
JFS Wealth Advisors
Pennsylvania
$19.8K +$181 +15 +0.9%
Nomura Asset Management
204
Nomura Asset Management
Japan
$16.7K
GI
205
Gradient Investments
Minnesota
$16.4K
AF
206
Allworth Financial
California
$15.9K +$16.1K +1,337 New
PA
207
Parallel Advisors
California
$14K +$3.06K +254 +28%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$13.7K -$3.74K -310 -21%
SPIA
209
Steward Partners Investment Advisory
New York
$7.65K
HWA
210
Heritage Wealth Advisors
Virginia
$7.57K
SIC
211
Salem Investment Counselors
North Carolina
$7.25K
NF
212
Norwood Financial
Pennsylvania
$7.15K
Bessemer Group
213
Bessemer Group
New Jersey
$7K +$1.63K +135 +29%
CFGS
214
Concourse Financial Group Securities
Alabama
$5.04K
BTI
215
Blue Trust Inc
Georgia
$5K -$40.3K -3,345 -90%
ST
216
Smithfield Trust
Pennsylvania
$5K
BG
217
Bollard Group
Massachusetts
$5K +$4.74K +393 New
CAS
218
Coppell Advisory Solutions
Texas
$4.42K +$4.32K +358 New
HNB
219
Huntington National Bank
Ohio
$4.03K -$1.05K -87 -20%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$3.43K +$3.47K +288 New
TWM
221
Tradition Wealth Management
Minnesota
$3K +$2.99K +248 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$2.69K -$639 -53 -19%
MCM
223
Manchester Capital Management
Vermont
$2.4K -$2.87K -238 -54%
EWA
224
EverSource Wealth Advisors
Alabama
$1.88K +$1.91K +158 New
BWM
225
Baystate Wealth Management
Massachusetts
$1.74K +$24 +2 +1%

FULT Hedge Fund Activity: Q2 2023 in Review

246 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2023, worth a combined $1.38B — down 11% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FULT and 39 opened new positions — a net loss of 8 holders — while 78 trimmed existing stakes and 86 added.

The largest buyer was HSBC Holdings, adding an estimated $90.8M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 246 institutional investors held Fulton Financial (FULT) as of Q2 2023, down from 256 in Q1 2023.
  • Funds reported $1.38B of Fulton Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q2 2023 and 47 closed out, a net change of -8 holders.
  • The largest Fulton Financial buyer in Q2 2023 was HSBC Holdings, an estimated $90.8M added.
  • The largest Fulton Financial seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.