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Fulton Financial

203 hedge funds and large institutions have $1.38B invested in Fulton Financial in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$145M)

2% less funds holding

Funds holding: 207203 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
203
Holders Change
-4
Holders Change %
-1.93%
% of All Funds
5.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
62
Reduced
84
Closed
19
Calls
$176K
Puts
Net Calls
+$176K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$161M -$3.99M -319,892 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M +$3.61M +289,441 +3%
PIM
3
Perkins Investment Management
Illinois
$140M -$22.6M -1,812,715 -15%
Allianz Asset Management
4
Allianz Asset Management
Germany
$98.1M -$2.18M -174,400 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$81.7M +$7.01M +561,855 +10%
BFA
6
BlackRock Fund Advisors
California
$73.7M +$3.71M +297,394 +6%
BIT
7
BlackRock Institutional Trust
California
$68M +$3.1M +248,495 +5%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$48.7M +$46.5M +3,723,906 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$31.3M -$471K -37,694 -2%
Northern Trust
10
Northern Trust
Illinois
$26.6M +$16.7K +1,338 +0.1%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$25.3M -$1.03M -82,675 -4%
Norges Bank
12
Norges Bank
Norway
$22.9M
VNIM
13
Vaughan Nelson Investment Management
Texas
$21.3M -$1.26M -100,905 -6%
MCM
14
Munder Capital Management
Michigan
$18.3M +$1.04M +83,221 +6%
WCM
15
Wedge Capital Management
North Carolina
$18.1M -$1.53M -122,832 -8%
RP
16
Reinhart Partners
Wisconsin
$17.9M -$8.41K -674 -0%
BA
17
BlackRock Advisors
Delaware
$17.3M +$845K +67,713 +5%
FMA
18
Fiduciary Management Associates
Illinois
$15M -$2.87M -229,980 -17%
SO
19
STRS Ohio
Ohio
$14.4M -$2.5M -200,000 -15%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$13M +$1.65M +131,791 +15%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$10.2M +$1.07M +85,342 +12%
PCM
22
Palisade Capital Management
New Jersey
$10M +$433K +34,686 +5%
American Century Companies
23
American Century Companies
Missouri
$10M -$241K -19,335 -2%
Ameriprise
24
Ameriprise
Minnesota
$9.95M +$48.2K +3,860 +0.5%
BIM
25
BlackRock Investment Management
Delaware
$9.3M +$1.16M +92,580 +15%

FULT Hedge Fund Activity: Q4 2013 in Review

203 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2013, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FULT and 17 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $46.5M. The largest seller was Perkins Investment Management, cutting an estimated $22.6M.

  • 203 institutional investors held Fulton Financial (FULT) as of Q4 2013, down from 207 in Q3 2013.
  • Funds reported $1.38B of Fulton Financial stock for Q4 2013, up 12% quarter-over-quarter.
  • 17 funds opened new Fulton Financial positions in Q4 2013 and 19 closed out, a net change of -2 holders.
  • The largest Fulton Financial buyer in Q4 2013 was Lord, Abbett & Co, an estimated $46.5M added.
  • The largest Fulton Financial seller in Q4 2013 was Perkins Investment Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2013.