We are live on ! Find out more
FULT icon

Fulton Financial

259 hedge funds and large institutions have $1.95B invested in Fulton Financial in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $494K | Put options by funds: $163K

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.39B → $1.95B (+$563M)

4% more funds holding

Funds holding: 249259 (+10)

2.32% more ownership

Funds ownership: 69.79%72.11% (+2.3%)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
88
Reduced
85
Closed
26
Calls
$494K
Puts
$163K
Net Calls
+$331K
Net Calls Change
+$765K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$388M -$9.41M -670,373 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$320M +$3.04M +216,465 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$196M +$4.18M +297,923 +3%
State Street
4
State Street
Massachusetts
$148M +$11.2M +798,283 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$59.6M +$1.74M +124,319 +4%
Morgan Stanley
6
Morgan Stanley
New York
$59.4M +$33M +2,353,559 +187%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$50.5M -$7.13M -508,396 -14%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$48.4M +$5.39M +384,010 +15%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$43M +$9.63M +686,269 +36%
Charles Schwab
10
Charles Schwab
California
$33.9M +$1.42M +100,902 +5%
FB
11
Fulton Bank
Pennsylvania
$33.8M -$276K -19,653 -0.9%
American Century Companies
12
American Century Companies
Missouri
$33.5M +$4.94M +352,363 +21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$33.2M -$1.04M -74,213 -4%
Northern Trust
14
Northern Trust
Illinois
$32M +$952K +67,840 +4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$29.8M -$6.95M -495,205 -21%
Ameriprise
16
Ameriprise
Minnesota
$28.6M +$16.8M +1,197,149 +221%
Norges Bank
17
Norges Bank
Norway
$27.8M +$2.6M +185,610 +12%
PCM
18
Palisade Capital Management
New Jersey
$24.1M -$2.14M -152,586 -9%
LSV Asset Management
19
LSV Asset Management
Illinois
$20.7M -$521K -37,100 -3%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$15.4M -$4.51M -321,147 -26%
Goldman Sachs
21
Goldman Sachs
New York
$14.6M +$673K +47,978 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.1M -$395K -28,130 -3%
Victory Capital Management
23
Victory Capital Management
Texas
$13.3M -$2.76M -196,810 -20%
First Trust Advisors
24
First Trust Advisors
Illinois
$11.4M +$1.38M +98,544 +17%
Bank of America
25
Bank of America
North Carolina
$9.65M +$2.25M +159,986 +38%

FULT Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fulton Financial (FULT) for Q4 2023, worth a combined $1.95B — up 41% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FULT positions and 26 closed out — a net gain of 13 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was AQR Capital Management, cutting an estimated $9.97M.

  • 259 institutional investors held Fulton Financial (FULT) as of Q4 2023, up from 249 in Q3 2023.
  • Funds reported $1.95B of Fulton Financial stock for Q4 2023, up 41% quarter-over-quarter.
  • 39 funds opened new Fulton Financial positions in Q4 2023 and 26 closed out, a net change of +13 holders.
  • The largest Fulton Financial buyer in Q4 2023 was Morgan Stanley, an estimated $33M added.
  • The largest Fulton Financial seller in Q4 2023 was AQR Capital Management, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.