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Fulton Financial

224 hedge funds and large institutions have $1.97B invested in Fulton Financial in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $355K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.12% less ownership

Funds ownership: 63.52%63.4% (-0.12%)

1% less capital invested

Capital invested by funds: $1.99B → $1.97B (-$19.7M)

6% less funds holding

Funds holding: 238224 (-14)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
224
Holders Change
-14
Holders Change %
-5.88%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
68
Reduced
83
Closed
32
Calls
$1.01M
Puts
$355K
Net Calls
+$656K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$344M +$7.5M +406,627 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M +$6.35M +344,211 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$252M -$1.17M -63,275 -0.4%
State Street
4
State Street
Massachusetts
$174M +$17.8M +966,474 +11%
AllianceBernstein
5
AllianceBernstein
Tennessee
$85.1M -$3.06M -165,797 -3%
Northern Trust
6
Northern Trust
Illinois
$76.5M -$85.1K -4,616 -0.1%
Victory Capital Management
7
Victory Capital Management
Texas
$45.4M +$47.2M +2,557,957 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$40.4M -$26.4M -1,428,962 -39%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.8M +$390K +21,127 +1%
FB
10
Fulton Bank
Pennsylvania
$33.7M +$622K +33,735 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$32M -$646K -35,024 -2%
Norges Bank
12
Norges Bank
Norway
$29.4M +$1.16M +63,100 +4%
LSV Asset Management
13
LSV Asset Management
Illinois
$24.5M -$129K -7,000 -0.5%
FP
14
Foundry Partners
Minnesota
$22.6M +$1.45M +78,646 +7%
PCM
15
Palisade Capital Management
New Jersey
$21.8M -$208K -11,275 -0.9%
Charles Schwab
16
Charles Schwab
California
$21.5M +$404K +21,881 +2%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$21.3M -$136K -7,389 -0.6%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$20.8M +$7.27M +394,267 +51%
Prudential Financial
19
Prudential Financial
New Jersey
$19.4M +$4.64M +251,720 +30%
AQR Capital Management
20
AQR Capital Management
Connecticut
$16.3M -$697K -37,798 -4%
Morgan Stanley
21
Morgan Stanley
New York
$15.7M +$2.07M +112,312 +14%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$13.9M -$877K -47,533 -6%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.5M -$19.7M -1,070,909 -58%
Ameriprise
24
Ameriprise
Minnesota
$13.2M +$239K +12,952 +2%
WCM
25
Wedge Capital Management
North Carolina
$12.3M -$868K -47,065 -6%

FULT Hedge Fund Activity: Q1 2018 in Review

224 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2018, worth a combined $1.97B — down 0.99% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FULT and 21 opened new positions — a net loss of 11 holders — while 83 trimmed existing stakes and 68 added.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $47.2M. The largest seller was Bank of New York Mellon, cutting an estimated $26.4M.

  • 224 institutional investors held Fulton Financial (FULT) as of Q1 2018, down from 238 in Q4 2017.
  • Funds reported $1.97B of Fulton Financial stock for Q1 2018, down 0.99% quarter-over-quarter.
  • 21 funds opened new Fulton Financial positions in Q1 2018 and 32 closed out, a net change of -11 holders.
  • The largest Fulton Financial buyer in Q1 2018 was Victory Capital Management, an estimated $47.2M added.
  • The largest Fulton Financial seller in Q1 2018 was Bank of New York Mellon, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.