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Fulton Financial

235 hedge funds and large institutions have $1.77B invested in Fulton Financial in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $632K

34% more capital invested

Capital invested by funds: $1.32B → $1.77B (+$450M)

0.07% more ownership

Funds ownership: 64.28%64.35% (+0.07%)

4% less funds holding

Funds holding: 246235 (-11)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

38% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 96

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
60
Reduced
96
Closed
33
Calls
$1.35M
Puts
$632K
Net Calls
+$716K
Net Calls Change
+$600K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$365M +$17.8M +1,148,083 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$264M +$7.63M +493,211 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M -$3.22M -207,717 -2%
State Street
4
State Street
Massachusetts
$136M +$21.3M +1,375,069 +21%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$91.3M +$1.02M +65,864 +1%
Northern Trust
6
Northern Trust
Illinois
$52.8M -$13.7M -884,441 -22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.8M +$3.99M +258,077 +9%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$39.8M +$11.8M +765,568 +49%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$38.7M -$74.2K -4,796 -0.2%
FB
10
Fulton Bank
Pennsylvania
$33.9M +$92.9K +6,000 +0.3%
Norges Bank
11
Norges Bank
Norway
$29.8M -$3.01M -194,677 -10%
Charles Schwab
12
Charles Schwab
California
$27M +$708K +45,759 +3%
PCM
13
Palisade Capital Management
New Jersey
$26.8M -$354K -22,889 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$26.2M -$1.09M -70,300 -4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$22.4M +$4.11M +265,384 +25%
JP Morgan Chase
16
JP Morgan Chase
New York
$21.8M +$2.28M +147,383 +13%
FP
17
Foundry Partners
Minnesota
$16.1M -$439K -28,370 -3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$14.7M -$2.82M -181,941 -17%
N
19
Nuveen
North Carolina
$13.1M -$86.2K -5,568 -0.7%
HAM
20
Hillcrest Asset Management
Texas
$12.9M -$50.3K -3,250 -0.4%
Bank of America
21
Bank of America
North Carolina
$10.6M +$2.57M +166,266 +37%
Goldman Sachs
22
Goldman Sachs
New York
$10.4M -$445K -28,777 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.59M +$1.27M +82,340 +17%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$9.45M -$713K -46,054 -8%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$8.5M -$630K -40,710 -8%

FULT Hedge Fund Activity: Q1 2021 in Review

235 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2021, worth a combined $1.77B — up 34% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FULT and 24 opened new positions — a net loss of 9 holders — while 96 trimmed existing stakes and 60 added.

The largest buyer was State Street, adding an estimated $21.3M. The largest seller was Northern Trust, cutting an estimated $13.7M.

  • 235 institutional investors held Fulton Financial (FULT) as of Q1 2021, down from 246 in Q4 2020.
  • Funds reported $1.77B of Fulton Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 24 funds opened new Fulton Financial positions in Q1 2021 and 33 closed out, a net change of -9 holders.
  • The largest Fulton Financial buyer in Q1 2021 was State Street, an estimated $21.3M added.
  • The largest Fulton Financial seller in Q1 2021 was Northern Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2021.