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Fulton Financial

248 hedge funds and large institutions have $1.64B invested in Fulton Financial in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

6% more funds holding

Funds holding: 235248 (+13)

0.18% less ownership

Funds ownership: 64.35%64.17% (-0.18%)

8% less capital invested

Capital invested by funds: $1.77B → $1.64B (-$135M)

23% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.32M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
86
Reduced
75
Closed
19
Calls
$1.02M
Puts
$1.32M
Net Calls
-$297K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$327M -$12M -704,825 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$7.3M +428,721 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$174M -$795K -46,706 -0.4%
State Street
4
State Street
Massachusetts
$135M +$8.66M +508,644 +6%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$64.5M -$21.7M -1,272,721 -24%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$49M +$1.02M +59,898 +2%
Northern Trust
7
Northern Trust
Illinois
$48.1M -$949K -55,710 -2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$41.2M +$4.65M +272,775 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$36.5M +$641K +37,666 +2%
FB
10
Fulton Bank
Pennsylvania
$31.4M
Charles Schwab
11
Charles Schwab
California
$27.3M +$2.48M +145,386 +9%
Norges Bank
12
Norges Bank
Norway
$26.6M -$1.09M -63,928 -4%
PCM
13
Palisade Capital Management
New Jersey
$24.6M -$240K -14,088 -0.9%
LSV Asset Management
14
LSV Asset Management
Illinois
$23.9M -$474K -27,861 -2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$20M -$698K -40,960 -3%
FP
16
Foundry Partners
Minnesota
$14.5M -$502K -29,473 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$14.2M -$6.53M -383,317 -30%
Goldman Sachs
18
Goldman Sachs
New York
$12.4M +$3.02M +177,231 +29%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$11M -$2.81M -164,792 -19%
N
20
Nuveen
North Carolina
$11M -$1.21M -71,033 -9%
ProShare Advisors
21
ProShare Advisors
Maryland
$10.4M +$10.3M +602,761 +1,095%
HAM
22
Hillcrest Asset Management
Texas
$10.1M -$2.04M -119,730 -16%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$9.1M +$1.32M +77,400 +16%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.01M +$128K +7,493 +1%
Invesco
25
Invesco
Georgia
$8.94M +$3.15M +184,889 +48%

FULT Hedge Fund Activity: Q2 2021 in Review

248 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q2 2021, worth a combined $1.64B — down 7.6% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FULT positions and 19 closed out — a net gain of 15 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $10.3M. The largest seller was Janus Henderson Group, cutting an estimated $21.7M.

  • 248 institutional investors held Fulton Financial (FULT) as of Q2 2021, up from 235 in Q1 2021.
  • Funds reported $1.64B of Fulton Financial stock for Q2 2021, down 7.6% quarter-over-quarter.
  • 34 funds opened new Fulton Financial positions in Q2 2021 and 19 closed out, a net change of +15 holders.
  • The largest Fulton Financial buyer in Q2 2021 was ProShare Advisors, an estimated $10.3M added.
  • The largest Fulton Financial seller in Q2 2021 was Janus Henderson Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2021.