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Fulton Financial

218 hedge funds and large institutions have $1.26B invested in Fulton Financial in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $234K | Put options by funds: $131K

19% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 74

7% more capital invested

Capital invested by funds: $1.17B → $1.26B (+$84.1M)

0% less funds holding

Funds holding: 219218 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
88
Reduced
74
Closed
26
Calls
$234K
Puts
$131K
Net Calls
+$103K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$157M +$2.06M +162,209 +1%
State Street
2
State Street
Massachusetts
$156M +$22.9M +1,804,896 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$147M +$4.89M +385,543 +4%
BFA
4
BlackRock Fund Advisors
California
$110M +$34.2M +2,696,527 +47%
BIT
5
BlackRock Institutional Trust
California
$63.5M -$3.48M -274,217 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$33.2M +$3.36M +264,813 +12%
Northern Trust
7
Northern Trust
Illinois
$27.1M +$601K +47,391 +2%
FMA
8
Fiduciary Management Associates
Illinois
$24.4M +$299K +23,555 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$22.2M +$10.4M +816,692 +92%
Norges Bank
10
Norges Bank
Norway
$20M -$2.81M -221,420 -13%
Millennium Management
11
Millennium Management
New York
$18.8M +$14.5M +1,143,381 +388%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.1M +$3.58M +282,534 +26%
Prudential Financial
13
Prudential Financial
New Jersey
$17.9M -$331K -26,062 -2%
PCM
14
Palisade Capital Management
New Jersey
$15.6M +$214K +16,846 +1%
WCM
15
Wedge Capital Management
North Carolina
$15.5M -$593K -46,725 -4%
GC
16
Guggenheim Capital
Illinois
$14.3M +$142K +11,221 +1%
BIM
17
BlackRock Investment Management
Delaware
$13.7M +$6.89M +542,913 +107%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$12.8M +$7.34M +579,089 +144%
JP Morgan Chase
19
JP Morgan Chase
New York
$11.9M +$2.73M +215,116 +31%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$11.9M +$11.5M +908,120 New
DVM
21
Dreman Value Management
Florida
$11.8M +$943K +74,361 +9%
KIM
22
Kestrel Investment Management
California
$11.3M -$9.98M -787,300 -48%
SO
23
STRS Ohio
Ohio
$11.1M +$1.31M +103,300 +14%
First Trust Advisors
24
First Trust Advisors
Illinois
$11.1M +$3.09M +243,623 +40%
Ameriprise
25
Ameriprise
Minnesota
$9.58M +$2.16M +170,190 +30%

FULT Hedge Fund Activity: Q2 2015 in Review

218 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2015, worth a combined $1.26B — up 7.2% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FULT and 25 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 88 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $34.2M. The largest seller was Allianz Asset Management, cutting an estimated $75.6M.

  • 218 institutional investors held Fulton Financial (FULT) as of Q2 2015, down from 219 in Q1 2015.
  • Funds reported $1.26B of Fulton Financial stock for Q2 2015, up 7.2% quarter-over-quarter.
  • 25 funds opened new Fulton Financial positions in Q2 2015 and 26 closed out, a net change of -1 holder.
  • The largest Fulton Financial buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $34.2M added.
  • The largest Fulton Financial seller in Q2 2015 was Allianz Asset Management, an estimated $75.6M sold.

Based on aggregated 13F filings for Q2 2015.