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FTI Consulting

352 hedge funds and large institutions have $6.83B invested in FTI Consulting in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $2.45M

1.66% more ownership

Funds ownership: 104.07%105.73% (+1.7%)

2% less capital invested

Capital invested by funds: $6.98B → $6.83B (-$148M)

5% less funds holding

Funds holding: 372352 (-20)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

Holders
352
Holders Change
-20
Holders Change %
-5.38%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
24
Increased
101
Reduced
167
Closed
43
Calls
$5.42M
Puts
$2.45M
Net Calls
+$2.97M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
326
UMB Bank
Missouri
$12.6K -$378 -2 -3%
NFSG
327
Newbridge Financial Services Group
Florida
$12.2K
JWM
328
Janiczek Wealth Management
Colorado
$10.3K -$189 -1 -2%
VCM
329
Vigilant Capital Management
Maine
$10K
TCOV
330
Trust Company of Vermont
Vermont
$9.7K
EWM
331
Evermay Wealth Management
Virginia
$9.51K
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$9K +$8.51K +45 +2,250%
EWA
333
EverSource Wealth Advisors
Alabama
$7.42K
AF
334
Allworth Financial
California
$6.66K -$3.97K -21 -38%
JWA
335
JFS Wealth Advisors
Pennsylvania
$6.09K -$1.32K -7 -18%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$6.09K -$2.27K -12 -27%
VCM
337
Versant Capital Management
Arizona
$6.09K
BTI
338
Blue Trust Inc
Georgia
$6K -$59.5K -315 -91%
CTC
339
Central Trust Company
Missouri
$5.33K
BWM
340
Baystate Wealth Management
Massachusetts
$4.38K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.85K -$189 -1 -6%
BIA
342
Bell Investment Advisors
California
$2.66K +$1.13K +6 +75%
IA
343
IFP Advisors
Florida
$2.47K -$26.5K -140 -92%
AF
344
Advisornet Financial
Minnesota
$1.9K -$189 -1 -9%
LC
345
Lindbrook Capital
California
$1.52K
NA
346
NewEdge Advisors
Louisiana
$1.52K
DI
347
Disciplined Investments
Oklahoma
$1.33K -$567 -3 -30%
FFA
348
Farther Finance Advisors
California
$1.33K +$1.32K +7 New
MFT
349
Moisand Fitzgerald Tamayo
Florida
$951
GRP
350
Global Retirement Partners
California
$571

FCN Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q2 2023, worth a combined $6.83B — down 2.1% from $6.98B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FCN and 24 opened new positions — a net loss of 19 holders — while 167 trimmed existing stakes and 101 added.

The largest buyer was Victory Capital Management, adding an estimated $168M. The largest seller was AllianceBernstein, cutting an estimated $54.6M.

  • 352 institutional investors held FTI Consulting (FCN) as of Q2 2023, down from 372 in Q1 2023.
  • Funds reported $6.83B of FTI Consulting stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 24 funds opened new FTI Consulting positions in Q2 2023 and 43 closed out, a net change of -19 holders.
  • The largest FTI Consulting buyer in Q2 2023 was Victory Capital Management, an estimated $168M added.
  • The largest FTI Consulting seller in Q2 2023 was AllianceBernstein, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2023.