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Fulton Financial

213 hedge funds and large institutions have $2.13B invested in Fulton Financial in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 94 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $635K | Put options by funds: $272K

59% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 59

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $1.97B → $2.13B (+$160M)

0.75% more ownership

Funds ownership: 63.51%64.27% (+0.75%)

2% less funds holding

Funds holding: 217213 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
18
Increased
94
Reduced
59
Closed
22
Calls
$635K
Puts
$272K
Net Calls
+$363K
Net Calls Change
-$967K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M -$5.06M -278,315 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$287M +$5.71M +314,230 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$274M +$2.05M +112,692 +0.8%
State Street
4
State Street
Massachusetts
$176M +$6.43M +353,566 +4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$95.2M +$539K +29,669 +0.6%
Northern Trust
6
Northern Trust
Illinois
$82M +$7.26M +399,323 +10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$73.4M +$1.73M +95,105 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$38M -$4.09M -225,158 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.2M +$257K +14,150 +0.7%
FB
10
Fulton Bank
Pennsylvania
$35.3M -$19.9K -1,094 -0.1%
Principal Financial Group
11
Principal Financial Group
Iowa
$35.1M +$595K +32,737 +2%
Norges Bank
12
Norges Bank
Norway
$33.6M -$3.28M -180,488 -9%
TA
13
Teachers Advisors
New York
$31.8M -$205K -11,299 -0.7%
LSV Asset Management
14
LSV Asset Management
Illinois
$27.2M +$2.61M +143,300 +11%
AQR Capital Management
15
AQR Capital Management
Connecticut
$26M -$9.16M -503,721 -27%
PCM
16
Palisade Capital Management
New Jersey
$23.3M +$537K +29,518 +2%
FP
17
Foundry Partners
Minnesota
$22M +$1.58M +86,819 +8%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$22M -$154K -8,488 -0.7%
Charles Schwab
19
Charles Schwab
California
$19.8M +$385K +21,178 +2%
Prudential Financial
20
Prudential Financial
New Jersey
$17.1M +$4.39M +241,500 +37%
Ameriprise
21
Ameriprise
Minnesota
$14.6M +$337K +18,552 +2%
WCM
22
Wedge Capital Management
North Carolina
$14.3M -$108K -5,965 -0.8%
Citadel Advisors
23
Citadel Advisors
Florida
$13.6M +$5.49M +301,946 +73%
PPA
24
Parametric Portfolio Associates
Washington
$13.3M -$398K -21,872 -3%
Bank of America
25
Bank of America
North Carolina
$13M +$2.9M +159,314 +30%

FULT Hedge Fund Activity: Q2 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2017, worth a combined $2.13B — up 8.1% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FULT and 18 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 94 added.

The largest buyer was Hillcrest Asset Management, opening a new position worth an estimated $11.2M. The largest seller was AQR Capital Management, cutting an estimated $9.16M.

  • 213 institutional investors held Fulton Financial (FULT) as of Q2 2017, down from 217 in Q1 2017.
  • Funds reported $2.13B of Fulton Financial stock for Q2 2017, up 8.1% quarter-over-quarter.
  • 18 funds opened new Fulton Financial positions in Q2 2017 and 22 closed out, a net change of -4 holders.
  • The largest Fulton Financial buyer in Q2 2017 was Hillcrest Asset Management, an estimated $11.2M added.
  • The largest Fulton Financial seller in Q2 2017 was AQR Capital Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q2 2017.