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Fulton Financial

219 hedge funds and large institutions have $1.17B invested in Fulton Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $561K | Put options by funds: $123K

3% less capital invested

Capital invested by funds: $1.21B → $1.17B (-$37.6M)

4% less funds holding

Funds holding: 227219 (-8)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

Holders
219
Holders Change
-8
Holders Change %
-3.52%
% of All Funds
5.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
62
Reduced
92
Closed
25
Calls
$561K
Puts
$123K
Net Calls
+$438K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M +$6.81M +568,386 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$134M +$9.81M +818,746 +8%
State Street
3
State Street
Massachusetts
$125M -$12.3M -1,022,758 -9%
Allianz Asset Management
4
Allianz Asset Management
Germany
$79.3M -$4.47M -373,400 -5%
BFA
5
BlackRock Fund Advisors
California
$71.1M -$1.16M -96,866 -2%
BIT
6
BlackRock Institutional Trust
California
$63.4M +$2.15M +179,363 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$28.1M +$424K +35,359 +2%
Northern Trust
8
Northern Trust
Illinois
$25M -$113K -9,429 -0.5%
RP
9
Reinhart Partners
Wisconsin
$24.4M -$377K -31,495 -2%
FMA
10
Fiduciary Management Associates
Illinois
$22.8M -$58.4K -4,875 -0.3%
Norges Bank
11
Norges Bank
Norway
$21.6M
KIM
12
Kestrel Investment Management
California
$20.3M -$807K -67,400 -4%
Prudential Financial
13
Prudential Financial
New Jersey
$17.2M -$4.54M -378,990 -21%
Goldman Sachs
14
Goldman Sachs
New York
$15.9M +$10.4M +864,498 +204%
WCM
15
Wedge Capital Management
North Carolina
$15.2M -$1.23M -102,750 -8%
PCM
16
Palisade Capital Management
New Jersey
$14.6M +$40.6K +3,392 +0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$13.6M +$304K +25,365 +2%
GC
18
Guggenheim Capital
Illinois
$13.3M +$11.3M +942,516 +686%
BCM
19
Basswood Capital Management
New York
$12M -$4.07M -340,046 -26%
LSV Asset Management
20
LSV Asset Management
Illinois
$10.9M -$1.08M -90,357 -9%
DVM
21
Dreman Value Management
Florida
$10.2M +$775K +64,707 +8%
SO
22
STRS Ohio
Ohio
$9.26M
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$8.79M
PI
24
Putnam Investments
Massachusetts
$8.73M +$205K +17,100 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.55M +$1.12M +93,437 +16%

FULT Hedge Fund Activity: Q1 2015 in Review

219 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2015, worth a combined $1.17B — down 3.1% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FULT and 21 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 62 added.

The largest buyer was Guggenheim Capital, adding an estimated $11.3M. The largest seller was American Century Companies, exiting entirely with an estimated $15.2M sold.

  • 219 institutional investors held Fulton Financial (FULT) as of Q1 2015, down from 227 in Q4 2014.
  • Funds reported $1.17B of Fulton Financial stock for Q1 2015, down 3.1% quarter-over-quarter.
  • 21 funds opened new Fulton Financial positions in Q1 2015 and 25 closed out, a net change of -4 holders.
  • The largest Fulton Financial buyer in Q1 2015 was Guggenheim Capital, an estimated $11.3M added.
  • The largest Fulton Financial seller in Q1 2015 was American Century Companies, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2015.