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Fulton Financial

249 hedge funds and large institutions have $1.39B invested in Fulton Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

1% more funds holding

Funds holding: 246249 (+3)

1% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$9.65M)

0.05% more ownership

Funds ownership: 69.74%69.79% (+0.05%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

77% less call options, than puts

Call options by funds: $132K | Put options by funds: $566K

Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
78
Reduced
92
Closed
17
Calls
$132K
Puts
$566K
Net Calls
-$434K
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$293M +$58.2M +4,442,874 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$233M -$1.89M -143,922 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M +$217K +16,585 +0.1%
State Street
4
State Street
Massachusetts
$99.6M -$9.67M -737,907 -8%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$43.3M -$613K -46,751 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$42.4M +$1.61M +122,642 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$31M +$5.1M +389,363 +18%
Fisher Asset Management
8
Fisher Asset Management
Washington
$27.9M +$11.8M +903,564 +64%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.3M -$547K -41,748 -2%
FB
10
Fulton Bank
Pennsylvania
$25.1M +$581K +44,323 +2%
Charles Schwab
11
Charles Schwab
California
$23.8M +$1.55M +117,935 +6%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$23.1M -$75.5M -5,757,154 -75%
Northern Trust
13
Northern Trust
Illinois
$22.8M +$109K +8,292 +0.4%
American Century Companies
14
American Century Companies
Missouri
$20.4M +$3.05M +232,462 +16%
PCM
15
Palisade Capital Management
New Jersey
$19.6M +$4.24K +323 +0%
Norges Bank
16
Norges Bank
Norway
$18.2M +$324K +24,680 +2%
LSV Asset Management
17
LSV Asset Management
Illinois
$15.7M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$15.2M +$7.03M +535,944 +74%
Morgan Stanley
19
Morgan Stanley
New York
$15.2M +$1.22M +93,234 +8%
Victory Capital Management
20
Victory Capital Management
Texas
$12.1M -$913K -69,637 -6%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.7M -$735K -56,078 -6%
Goldman Sachs
22
Goldman Sachs
New York
$10.1M -$293K -22,386 -3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$8.88M -$277K -21,135 -3%
ProShare Advisors
24
ProShare Advisors
Maryland
$7.52M -$458K -34,927 -5%
First Trust Advisors
25
First Trust Advisors
Illinois
$7.17M -$937K -71,470 -11%

FULT Hedge Fund Activity: Q3 2023 in Review

249 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q3 2023, worth a combined $1.39B — up 0.7% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FULT positions and 17 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was BlackRock, adding an estimated $58.2M. The largest seller was HSBC Holdings, cutting an estimated $75.5M.

  • 249 institutional investors held Fulton Financial (FULT) as of Q3 2023, up from 246 in Q2 2023.
  • Funds reported $1.39B of Fulton Financial stock for Q3 2023, up 0.7% quarter-over-quarter.
  • 25 funds opened new Fulton Financial positions in Q3 2023 and 17 closed out, a net change of +8 holders.
  • The largest Fulton Financial buyer in Q3 2023 was BlackRock, an estimated $58.2M added.
  • The largest Fulton Financial seller in Q3 2023 was HSBC Holdings, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2023.