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Fulton Financial

222 hedge funds and large institutions have $2.04B invested in Fulton Financial in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

516% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $231K

62.5% more ownership

Funds ownership: 0%62.5% (+63%)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

35% more capital invested

Capital invested by funds: $1.51B → $2.04B (+$531M)

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
70
Reduced
82
Closed
21
Calls
$1.42M
Puts
$231K
Net Calls
+$1.19M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$268M +$11.9M +709,026 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$263M +$4.45M +265,511 +2%
BFA
3
BlackRock Fund Advisors
California
$201M +$21.7M +1,296,336 +14%
State Street
4
State Street
Massachusetts
$152M +$14.2M +845,682 +12%
BIT
5
BlackRock Institutional Trust
California
$101M +$1.52M +90,980 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$91.1M -$2.79M -166,390 -3%
Northern Trust
7
Northern Trust
Illinois
$70.2M +$9.94M +593,339 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$67.9M +$185K +11,052 +0.3%
JP Morgan Chase
9
JP Morgan Chase
New York
$39.4M +$1.91M +114,136 +6%
AQR Capital Management
10
AQR Capital Management
Connecticut
$36.1M +$2.65M +158,190 +9%
FB
11
Fulton Bank
Pennsylvania
$35M -$25.2K -1,505 -0.1%
Norges Bank
12
Norges Bank
Norway
$34M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.3M +$1.89M +112,859 +7%
TA
14
Teachers Advisors
New York
$31.4M +$1.54M +92,203 +6%
BIM
15
BlackRock Investment Management
Delaware
$24M +$684K +40,838 +3%
LSV Asset Management
16
LSV Asset Management
Illinois
$23.7M -$5.48M -327,046 -21%
PCM
17
Palisade Capital Management
New Jersey
$23.7M -$1.77M -105,533 -8%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$21.2M +$303K +18,072 +2%
Goldman Sachs
19
Goldman Sachs
New York
$19.1M -$5.78M -345,112 -25%
Prudential Financial
20
Prudential Financial
New Jersey
$19M +$541K +32,280 +3%
FP
21
Foundry Partners
Minnesota
$17.6M
Charles Schwab
22
Charles Schwab
California
$17.5M +$1.15M +68,361 +8%
GC
23
Guggenheim Capital
Illinois
$15.7M -$1.43M -85,609 -9%
Morgan Stanley
24
Morgan Stanley
New York
$15.3M +$9.86M +588,598 +262%
Ameriprise
25
Ameriprise
Minnesota
$14.9M -$3.01M -179,591 -19%

FULT Hedge Fund Activity: Q4 2016 in Review

222 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2016, worth a combined $2.04B — up 35% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FULT positions and 21 closed out — a net gain of 11 holders — while 70 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $21.7M. The largest seller was Goldman Sachs, cutting an estimated $5.78M.

  • 222 institutional investors held Fulton Financial (FULT) as of Q4 2016, up from 213 in Q3 2016.
  • Funds reported $2.04B of Fulton Financial stock for Q4 2016, up 35% quarter-over-quarter.
  • 32 funds opened new Fulton Financial positions in Q4 2016 and 21 closed out, a net change of +11 holders.
  • The largest Fulton Financial buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $21.7M added.
  • The largest Fulton Financial seller in Q4 2016 was Goldman Sachs, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2016.