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Fulton Financial

230 hedge funds and large institutions have $1.85B invested in Fulton Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $729K | Put options by funds: $234K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

3% more funds holding

Funds holding: 224230 (+6)

0.5% more ownership

Funds ownership: 63.4%63.9% (+0.5%)

6% less capital invested

Capital invested by funds: $1.97B → $1.85B (-$119M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
88
Reduced
67
Closed
15
Calls
$729K
Puts
$234K
Net Calls
+$495K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$334M +$15.4M +887,707 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$268M +$7.86M +453,067 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$236M +$2.26M +130,352 +0.9%
State Street
4
State Street
Massachusetts
$164M +$1.89M +108,736 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$71.7M -$7.78M -448,559 -9%
Northern Trust
6
Northern Trust
Illinois
$71.7M +$592K +34,154 +0.8%
Victory Capital Management
7
Victory Capital Management
Texas
$53.4M +$11.7M +675,805 +26%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38M +$470K +27,083 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.7M +$2.49M +143,494 +7%
FB
10
Fulton Bank
Pennsylvania
$31.4M +$136K +7,864 +0.4%
Norges Bank
11
Norges Bank
Norway
$28.3M +$1.02M +58,651 +4%
PCM
12
Palisade Capital Management
New Jersey
$24.7M +$4.64M +267,712 +22%
FP
13
Foundry Partners
Minnesota
$22.2M +$1.26M +72,501 +6%
LSV Asset Management
14
LSV Asset Management
Illinois
$22M -$787K -45,400 -3%
Charles Schwab
15
Charles Schwab
California
$21.6M +$1.64M +94,626 +8%
DGHMC
16
Dalton, Greiner, Hartman, Maher & Co
New York
$19.8M -$19.6K -1,129 -0.1%
Prudential Financial
17
Prudential Financial
New Jersey
$18.5M +$498K +28,710 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$18.3M -$12M -693,285 -38%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$14.7M -$4.87M -281,174 -24%
Wells Fargo
20
Wells Fargo
California
$14.5M +$12.1M +695,413 +382%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.9M +$353K +20,335 +3%
Ameriprise
22
Ameriprise
Minnesota
$11.9M -$398K -22,938 -3%
Morgan Stanley
23
Morgan Stanley
New York
$11.2M -$3.57M -206,031 -23%
Deutsche Bank
24
Deutsche Bank
Germany
$11.1M +$3.52M +203,142 +43%
WCM
25
Wedge Capital Management
North Carolina
$10.8M -$694K -40,028 -6%

FULT Hedge Fund Activity: Q2 2018 in Review

230 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2018, worth a combined $1.85B — down 6.1% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FULT positions and 15 closed out — a net gain of 6 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $15.4M. The largest seller was Balyasny Asset Management, cutting an estimated $13.2M.

  • 230 institutional investors held Fulton Financial (FULT) as of Q2 2018, up from 224 in Q1 2018.
  • Funds reported $1.85B of Fulton Financial stock for Q2 2018, down 6.1% quarter-over-quarter.
  • 21 funds opened new Fulton Financial positions in Q2 2018 and 15 closed out, a net change of +6 holders.
  • The largest Fulton Financial buyer in Q2 2018 was BlackRock, an estimated $15.4M added.
  • The largest Fulton Financial seller in Q2 2018 was Balyasny Asset Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2018.