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Fulton Financial

227 hedge funds and large institutions have $1.21B invested in Fulton Financial in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $163K | Put options by funds: $7K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.1B → $1.21B (+$113M)

1% more funds holding

Funds holding: 225227 (+2)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
66
Reduced
87
Closed
25
Calls
$163K
Puts
$7K
Net Calls
+$156K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$139M +$1.62M +137,894 +1%
State Street
2
State Street
Massachusetts
$138M -$7.9M -671,177 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$124M +$7.63M +647,444 +7%
Allianz Asset Management
4
Allianz Asset Management
Germany
$84.1M -$8.74M -742,073 -10%
BFA
5
BlackRock Fund Advisors
California
$72.4M +$1.14M +96,852 +2%
BIT
6
BlackRock Institutional Trust
California
$61.3M -$525K -44,606 -0.9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$27.7M -$767K -65,106 -3%
Northern Trust
8
Northern Trust
Illinois
$25.2M +$122K +10,359 +0.5%
RP
9
Reinhart Partners
Wisconsin
$24.8M -$706K -59,935 -3%
FMA
10
Fiduciary Management Associates
Illinois
$22.9M +$1.28M +108,350 +6%
Prudential Financial
11
Prudential Financial
New Jersey
$21.9M -$5.36M -454,900 -20%
Norges Bank
12
Norges Bank
Norway
$21.6M
KIM
13
Kestrel Investment Management
California
$21.2M -$392K -33,300 -2%
WCM
14
Wedge Capital Management
North Carolina
$16.5M -$411K -34,879 -3%
BCM
15
Basswood Capital Management
New York
$16.2M +$74.3K +6,306 +0.5%
American Century Companies
16
American Century Companies
Missouri
$15.2M +$892K +75,706 +7%
PCM
17
Palisade Capital Management
New Jersey
$14.6M +$3.47M +294,894 +33%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.3M +$136K +11,529 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$12.6M +$1.6M +136,241 +15%
LSV Asset Management
20
LSV Asset Management
Illinois
$12.1M +$117K +9,900 +1%
Millennium Management
21
Millennium Management
New York
$10M +$4.78M +405,854 +100%
DVM
22
Dreman Value Management
Florida
$9.43M +$743K +63,102 +9%
SO
23
STRS Ohio
Ohio
$9.27M -$1.18M -100,000 -12%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$8.8M
PI
25
Putnam Investments
Massachusetts
$8.54M +$264K +22,400 +3%

FULT Hedge Fund Activity: Q4 2014 in Review

227 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2014, worth a combined $1.21B — up 10% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FULT positions and 25 closed out — a net gain of 5 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $7.63M. The largest seller was Allianz Asset Management, cutting an estimated $8.74M.

  • 227 institutional investors held Fulton Financial (FULT) as of Q4 2014, up from 225 in Q3 2014.
  • Funds reported $1.21B of Fulton Financial stock for Q4 2014, up 10% quarter-over-quarter.
  • 30 funds opened new Fulton Financial positions in Q4 2014 and 25 closed out, a net change of +5 holders.
  • The largest Fulton Financial buyer in Q4 2014 was Dimensional Fund Advisors, an estimated $7.63M added.
  • The largest Fulton Financial seller in Q4 2014 was Allianz Asset Management, an estimated $8.74M sold.

Based on aggregated 13F filings for Q4 2014.