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Fulton Financial

208 hedge funds and large institutions have $1.26B invested in Fulton Financial in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

5% more funds holding

Funds holding: 198208 (+10)

5% more capital invested

Capital invested by funds: $1.21B → $1.26B (+$56.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
84
Reduced
65
Closed
15
Calls
$172K
Puts
Net Calls
+$172K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$2.56M +190,646 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$159M +$11M +819,850 +7%
BFA
3
BlackRock Fund Advisors
California
$117M +$6.71M +500,242 +6%
State Street
4
State Street
Massachusetts
$111M -$42M -3,134,031 -27%
AllianceBernstein
5
AllianceBernstein
Tennessee
$69.2M +$1.04M +77,263 +1%
BIT
6
BlackRock Institutional Trust
California
$65.9M +$1.41M +104,859 +2%
Northern Trust
7
Northern Trust
Illinois
$38.8M -$484K -36,046 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$26.9M -$2.54M -189,509 -8%
Norges Bank
9
Norges Bank
Norway
$26.8M +$3.23M +240,827 +13%
LSV Asset Management
10
LSV Asset Management
Illinois
$25.2M +$1.18M +87,983 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$21.3M -$485K -36,139 -2%
TA
12
Teachers Advisors
New York
$19.7M +$4.68M +348,550 +30%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.6M -$266K -19,814 -1%
DGHMC
14
Dalton, Greiner, Hartman, Maher & Co
New York
$15.6M +$534K +39,789 +3%
PCM
15
Palisade Capital Management
New Jersey
$15.6M +$610K +45,442 +4%
GC
16
Guggenheim Capital
Illinois
$15.1M +$306K +22,778 +2%
WCM
17
Wedge Capital Management
North Carolina
$14.8M -$447K -33,300 -3%
BIM
18
BlackRock Investment Management
Delaware
$14.3M +$588K +43,835 +4%
AQR Capital Management
19
AQR Capital Management
Connecticut
$13.4M +$2.68M +199,481 +24%
Goldman Sachs
20
Goldman Sachs
New York
$12.1M +$7.62M +568,386 +156%
Boston Partners
21
Boston Partners
Massachusetts
$11.8M +$12.2M +906,830 New
Citadel Advisors
22
Citadel Advisors
Florida
$11M +$1.89M +141,165 +20%
Ameriprise
23
Ameriprise
Minnesota
$10.5M +$48.5K +3,613 +0.4%
Charles Schwab
24
Charles Schwab
California
$9.82M +$308K +22,962 +3%
KIM
25
Kestrel Investment Management
California
$9.59M -$1.52M -113,600 -13%

FULT Hedge Fund Activity: Q4 2015 in Review

208 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2015, worth a combined $1.26B — up 4.7% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FULT positions and 15 closed out — a net gain of 13 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $42M.

  • 208 institutional investors held Fulton Financial (FULT) as of Q4 2015, up from 198 in Q3 2015.
  • Funds reported $1.26B of Fulton Financial stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 28 funds opened new Fulton Financial positions in Q4 2015 and 15 closed out, a net change of +13 holders.
  • The largest Fulton Financial buyer in Q4 2015 was Boston Partners, an estimated $12.2M added.
  • The largest Fulton Financial seller in Q4 2015 was State Street, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2015.