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Fulton Financial

256 hedge funds and large institutions have $1.54B invested in Fulton Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 81

0.75% more ownership

Funds ownership: 66.06%66.81% (+0.75%)

7% less funds holding

Funds holding: 274256 (-18)

7% less capital invested

Capital invested by funds: $1.66B → $1.54B (-$118M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

59% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.54M

Holders
256
Holders Change
-18
Holders Change %
-6.57%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
95
Reduced
81
Closed
41
Calls
$632K
Puts
$1.54M
Net Calls
-$909K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$311M -$1.14M -70,312 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$246M +$6.27M +387,457 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$174M +$6.65M +410,716 +3%
State Street
4
State Street
Massachusetts
$108M +$7.01M +432,985 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$45.8M +$2.07M +128,193 +4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$36.3M -$16.6M -1,027,216 -28%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$36.1M +$6.32M +390,528 +18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$32.4M +$65.5K +4,051 +0.2%
Northern Trust
9
Northern Trust
Illinois
$31.7M -$379K -23,417 -1%
FB
10
Fulton Bank
Pennsylvania
$27.9M +$1.81M +112,091 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$26.3M +$7.58M +468,739 +33%
Charles Schwab
12
Charles Schwab
California
$24.7M +$500K +30,921 +2%
Norges Bank
13
Norges Bank
Norway
$23.3M -$910K -56,239 -3%
PCM
14
Palisade Capital Management
New Jersey
$21.4M +$346K +21,362 +1%
Fisher Asset Management
15
Fisher Asset Management
Washington
$19.5M +$22.6M +1,394,607 New
LSV Asset Management
16
LSV Asset Management
Illinois
$18.4M -$893K -55,200 -4%
American Century Companies
17
American Century Companies
Missouri
$18.1M +$3.7M +228,900 +21%
Invesco
18
Invesco
Georgia
$17.7M -$3.78M -233,523 -15%
AQR Capital Management
19
AQR Capital Management
Connecticut
$14.6M +$512K +31,633 +3%
Victory Capital Management
20
Victory Capital Management
Texas
$14.2M -$6.24M -385,775 -27%
Millennium Management
21
Millennium Management
New York
$12.5M -$22.3M -1,380,553 -60%
Morgan Stanley
22
Morgan Stanley
New York
$11.2M +$389K +24,043 +3%
Goldman Sachs
23
Goldman Sachs
New York
$10.4M -$501K -30,948 -4%
Walleye Capital
24
Walleye Capital
New York
$10.3M +$1.59M +98,361 +15%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.19M +$219K +13,565 +2%

FULT Hedge Fund Activity: Q1 2023 in Review

256 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q1 2023, worth a combined $1.54B — down 7.1% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FULT and 27 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 95 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $22.6M. The largest seller was Millennium Management, cutting an estimated $22.3M.

  • 256 institutional investors held Fulton Financial (FULT) as of Q1 2023, down from 274 in Q4 2022.
  • Funds reported $1.54B of Fulton Financial stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 27 funds opened new Fulton Financial positions in Q1 2023 and 41 closed out, a net change of -14 holders.
  • The largest Fulton Financial buyer in Q1 2023 was Fisher Asset Management, an estimated $22.6M added.
  • The largest Fulton Financial seller in Q1 2023 was Millennium Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2023.