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Fulton Financial

259 hedge funds and large institutions have $1.95B invested in Fulton Financial in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $494K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.39B → $1.95B (+$563M)

4% more funds holding

Funds holding: 249259 (+10)

2.32% more ownership

Funds ownership: 69.79%72.11% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
88
Reduced
85
Closed
26
Calls
$494K
Puts
$163K
Net Calls
+$331K
Net Calls Change
+$765K
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$44.4K -$30.6K -2,184 -45%
ASN
202
Advisory Services Network
Georgia
$42.6K +$36.3K +2,588 New
DIP
203
DT Investment Partners
Pennsylvania
$38.3K
S
204
SignatureFD
Georgia
$38.1K -$870 -62 -3%
OPTFSNA
205
Old Point Trust & Financial Services N A
Virginia
$37.5K +$32K +2,280 New
MFA
206
McClarren Financial Advisors
Pennsylvania
$37K +$407 +29 +1%
GWM
207
Geneos Wealth Management
Colorado
$36.3K
SC
208
SouthState Corp
Florida
$32.9K -$28.1K -2,000 -50%
DEM
209
Disciplined Equity Management
Florida
$32.4K +$27.6K +1,969 New
Simplex Trading
210
Simplex Trading
Illinois
$31K -$5.04K -359 -16%
SO
211
STRS Ohio
Ohio
$29K +$25.3K +1,800 New
PP
212
PFS Partners
New Jersey
$28.2K
JWA
213
JFS Wealth Advisors
Pennsylvania
$27K -$505 -36 -2%
MBFW
214
Morton Brown Family Wealth
Pennsylvania
$26.2K +$22.4K +1,593 New
AF
215
Allworth Financial
California
$25K +$1.67K +119 +9%
Nomura Asset Management
216
Nomura Asset Management
Japan
$23K
GI
217
GAMMA Investing
California
$22.7K +$20.4K +1,457 New
GI
218
Gradient Investments
Minnesota
$22.6K
CAS
219
Coppell Advisory Solutions
Texas
$21.2K +$13.1K +932 +260%
BTI
220
Blue Trust Inc
Georgia
$21K +$11K +781 +83%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$19.5K +$421 +30 +3%
LFA
222
LGT Financial Advisors
Texas
$19.2K
PA
223
Parallel Advisors
California
$17.9K
NICM
224
Neo Ivy Capital Management
New York
$13K -$270K -19,257 -96%
Bessemer Group
225
Bessemer Group
New Jersey
$11K +$2.72K +194 +42%

FULT Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2023, worth a combined $1.95B — up 41% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FULT positions and 26 closed out — a net gain of 13 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was AQR Capital Management, cutting an estimated $9.97M.

  • 259 institutional investors held Fulton Financial (FULT) as of Q4 2023, up from 249 in Q3 2023.
  • Funds reported $1.95B of Fulton Financial stock for Q4 2023, up 41% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q4 2023 and 26 closed out, a net change of +13 holders.
  • The largest Fulton Financial buyer in Q4 2023 was Morgan Stanley, an estimated $33M added.
  • The largest Fulton Financial seller in Q4 2023 was AQR Capital Management, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.