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Fulton Financial

212 hedge funds and large institutions have $1.34B invested in Fulton Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.26B → $1.34B (+$77.4M)

2% more funds holding

Funds holding: 208212 (+4)

9% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 68

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
74
Reduced
68
Closed
25
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$172M +$8.62M +676,613 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$3.79M +297,207 +2%
BFA
3
BlackRock Fund Advisors
California
$117M -$2.77M -217,666 -2%
State Street
4
State Street
Massachusetts
$110M -$3.36M -263,591 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$69.9M -$1.21M -94,761 -2%
BIT
6
BlackRock Institutional Trust
California
$68M +$249K +19,501 +0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$45.5M +$17M +1,335,513 +65%
Northern Trust
8
Northern Trust
Illinois
$40.3M +$379K +29,740 +1%
Norges Bank
9
Norges Bank
Norway
$26M -$1.52M -119,097 -6%
LSV Asset Management
10
LSV Asset Management
Illinois
$25.3M -$640K -50,200 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$22M +$36.3K +2,847 +0.2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$21.6M +$7.48M +586,736 +57%
TA
13
Teachers Advisors
New York
$20.7M +$405K +31,800 +2%
PCM
14
Palisade Capital Management
New Jersey
$18.1M +$1.97M +154,576 +13%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$15.9M -$132K -10,332 -0.9%
GC
16
Guggenheim Capital
Illinois
$15.1M -$392K -30,736 -3%
WCM
17
Wedge Capital Management
North Carolina
$15.1M -$140K -11,019 -1%
BIM
18
BlackRock Investment Management
Delaware
$14.8M +$109K +8,565 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$14.2M +$1.61M +126,321 +14%
DVM
20
Dreman Value Management
Florida
$12M +$11.4M +898,199 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$10.9M +$8.81M +691,398 +556%
Charles Schwab
22
Charles Schwab
California
$10.7M +$528K +41,455 +5%
Ameriprise
23
Ameriprise
Minnesota
$10.6M -$164K -12,889 -2%
Boston Partners
24
Boston Partners
Massachusetts
$10.6M -$1.49M -116,640 -13%
CCMG
25
Clark Capital Management Group
Pennsylvania
$9.93M +$9.46M +742,279 New

FULT Hedge Fund Activity: Q1 2016 in Review

212 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2016, worth a combined $1.34B — up 6.1% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FULT positions and 25 closed out — a net gain of 5 holders — while 74 added to existing stakes and 68 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11M sold.

  • 212 institutional investors held Fulton Financial (FULT) as of Q1 2016, up from 208 in Q4 2015.
  • Funds reported $1.34B of Fulton Financial stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 30 funds opened new Fulton Financial positions in Q1 2016 and 25 closed out, a net change of +5 holders.
  • The largest Fulton Financial buyer in Q1 2016 was Bank of New York Mellon, an estimated $17M added.
  • The largest Fulton Financial seller in Q1 2016 was Citadel Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2016.