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Fulton Financial

225 hedge funds and large institutions have $1.1B invested in Fulton Financial in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 230225 (-5)

11% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 85

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

16% less capital invested

Capital invested by funds: $1.3B → $1.1B (-$206M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
76
Reduced
85
Closed
19
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$103K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$131M +$2.33M +200,556 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M -$12.9M -1,109,055 -9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M +$10.7M +924,384 +11%
Allianz Asset Management
4
Allianz Asset Management
Germany
$83.6M +$2.74M +236,325 +3%
BFA
5
BlackRock Fund Advisors
California
$63.8M +$1.84M +158,150 +3%
BIT
6
BlackRock Institutional Trust
California
$55.4M -$1.85M -159,442 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$25.6M -$251K -21,649 -0.9%
Prudential Financial
8
Prudential Financial
New Jersey
$24.7M -$44.4K -3,821 -0.2%
RP
9
Reinhart Partners
Wisconsin
$22.9M +$6.76M +582,415 +39%
Northern Trust
10
Northern Trust
Illinois
$22.4M -$718K -61,799 -3%
Norges Bank
11
Norges Bank
Norway
$19.4M -$20.3M -1,750,075 -50%
KIM
12
Kestrel Investment Management
California
$19.4M +$20.3M +1,749,650 New
FMA
13
Fiduciary Management Associates
Illinois
$19.3M -$350K -30,130 -2%
WCM
14
Wedge Capital Management
North Carolina
$15.2M +$92.3K +7,950 +0.6%
BCM
15
Basswood Capital Management
New York
$14.4M +$15.1M +1,303,017 New
American Century Companies
16
American Century Companies
Missouri
$12.8M +$692K +59,583 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.8M -$343K -29,525 -3%
LSV Asset Management
18
LSV Asset Management
Illinois
$10.7M +$6.97K +600 +0.1%
PCM
19
Palisade Capital Management
New Jersey
$9.78M +$8.33K +717 +0.1%
First Trust Advisors
20
First Trust Advisors
Illinois
$9.75M +$2.17M +187,239 +27%
SO
21
STRS Ohio
Ohio
$9.42M
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$7.89M +$1.06M +91,060 +15%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.8M -$671K -57,751 -8%
DVM
24
Dreman Value Management
Florida
$7.75M +$168K +14,436 +2%
PI
25
Putnam Investments
Massachusetts
$7.41M +$7.76M +668,298 New

FULT Hedge Fund Activity: Q3 2014 in Review

225 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q3 2014, worth a combined $1.1B — down 16% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FULT and 16 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 76 added.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.8M.

  • 225 institutional investors held Fulton Financial (FULT) as of Q3 2014, down from 230 in Q2 2014.
  • Funds reported $1.1B of Fulton Financial stock for Q3 2014, down 16% quarter-over-quarter.
  • 16 funds opened new Fulton Financial positions in Q3 2014 and 19 closed out, a net change of -3 holders.
  • The largest Fulton Financial buyer in Q3 2014 was Kestrel Investment Management, an estimated $20.3M added.
  • The largest Fulton Financial seller in Q3 2014 was Lord, Abbett & Co, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2014.