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Fulton Financial

238 hedge funds and large institutions have $1.99B invested in Fulton Financial in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

11% more funds holding

Funds holding: 215238 (+23)

0.26% less ownership

Funds ownership: 63.78%63.52% (-0.26%)

5% less capital invested

Capital invested by funds: $2.09B → $1.99B (-$100M)

42% less call options, than puts

Call options by funds: $618K | Put options by funds: $1.07M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
238
Holders Change
+23
Holders Change %
+10.7%
% of All Funds
5.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
38
Increased
84
Reduced
73
Closed
15
Calls
$618K
Puts
$1.07M
Net Calls
-$456K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$340M +$7.64M +415,507 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M +$1.41M +76,955 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$255M -$1.4M -76,041 -0.5%
State Street
4
State Street
Massachusetts
$158M +$1.71M +93,048 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$88.8M -$1.3M -70,642 -1%
Northern Trust
6
Northern Trust
Illinois
$77.2M -$2.24M -121,647 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$66.4M -$1.61M -87,524 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.7M -$62K -3,372 -0.2%
FB
9
Fulton Bank
Pennsylvania
$33.3M +$110K +6,000 +0.3%
JP Morgan Chase
10
JP Morgan Chase
New York
$32.9M +$490K +26,638 +1%
Principal Financial Group
11
Principal Financial Group
Iowa
$32.8M -$183K -9,964 -0.5%
Norges Bank
12
Norges Bank
Norway
$28.5M +$1.04M +56,489 +4%
LSV Asset Management
13
LSV Asset Management
Illinois
$24.8M -$235K -12,800 -0.9%
PCM
14
Palisade Capital Management
New Jersey
$22.2M -$146K -7,960 -0.6%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$21.6M +$740K +40,242 +3%
FP
16
Foundry Partners
Minnesota
$21.3M +$625K +34,013 +3%
Charles Schwab
17
Charles Schwab
California
$21.3M +$1.39M +75,875 +7%
AQR Capital Management
18
AQR Capital Management
Connecticut
$17.1M -$11.4M -622,037 -39%
Prudential Financial
19
Prudential Financial
New Jersey
$15.1M -$1.23M -66,950 -7%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$14.9M -$4.8M -261,272 -24%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$14M +$8.35M +454,071 +141%
Millennium Management
22
Millennium Management
New York
$13.9M +$13.9M +754,548 +3,373%
Morgan Stanley
23
Morgan Stanley
New York
$13.9M +$1.94M +105,495 +16%
Bank of America
24
Bank of America
North Carolina
$13.3M -$1.44M -78,346 -10%
WCM
25
Wedge Capital Management
North Carolina
$13.3M +$447K +24,297 +3%

FULT Hedge Fund Activity: Q4 2017 in Review

238 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2017, worth a combined $1.99B — down 4.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FULT positions and 15 closed out — a net gain of 23 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.9M. The largest seller was Citadel Advisors, cutting an estimated $11.5M.

  • 238 institutional investors held Fulton Financial (FULT) as of Q4 2017, up from 215 in Q3 2017.
  • Funds reported $1.99B of Fulton Financial stock for Q4 2017, down 4.8% quarter-over-quarter.
  • 38 funds opened new Fulton Financial positions in Q4 2017 and 15 closed out, a net change of +23 holders.
  • The largest Fulton Financial buyer in Q4 2017 was Millennium Management, an estimated $13.9M added.
  • The largest Fulton Financial seller in Q4 2017 was Citadel Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2017.