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FTI Consulting
FCN

Overview Fund Activity

367 hedge funds and large institutions have $7.26B invested in FTI Consulting in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+16
Holders Change %
+4.56%
% of All Funds
5.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
140
Reduced
132
Closed
21
Calls
$19.3M
Puts
$5.62M
Net Calls
+$13.7M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$556M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$229M
3
Victory Capital Management
3
Victory Capital Management
Texas
$396M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$704M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$28M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.3M
2
GC
2
Greenvale Capital
United Kingdom
$60.7M
3
BCIM
3
Black Creek Investment Management
Ontario, Canada
$57.9M
4
Norges Bank
4
Norges Bank
Norway
$1.66M
5
Fidelity International
5
Fidelity International
Bermuda
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Ancora Advisors
Ohio
$32.5K – – –
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$32K -$8.44K -43 -21%
Nomura Asset Management
328
Nomura Asset Management
Japan
$31.9K – – –
EPW
329
Evergreen Private Wealth
Colorado
$27.9K +$27.9K +140 New
HI
330
Harbour Investments
Wisconsin
$26.3K – – –
NS
331
NBC Securities
Alabama
$26K – – –
C
332
Covestor
United Kingdom
$25K +$7.11K +35 +40%
PTC
333
Private Trust Company
Ohio
$23.9K – – –
LFG
334
Larson Financial Group
Missouri
$21.3K – – –
DA
335
Denali Advisors
California
$20.3K -$398 -2 -2%
PP
336
PrairieView Partners
Minnesota
$20K – – –
UB
337
UMB Bank
Missouri
$17.3K +$4.18K +21 +32%
CAC
338
Core Alternative Capital
Georgia
$16.9K -$3.59K -18 -17%
JWM
339
Janiczek Wealth Management
Colorado
$14.7K +$4.18K +21 +40%
AF
340
Allworth Financial
California
$13.1K +$1.99K +10 +18%
TCOV
341
Trust Company of Vermont
Vermont
$10.2K – – –
EWM
342
Evermay Wealth Management
Virginia
$9.96K – – –
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$9.76K +$2.39K +12 +32%
NA
344
NewEdge Advisors
Louisiana
$9.56K +$7.97K +40 +500%
GKIM
345
GW&K Investment Management
Massachusetts
$8K – – –
EWA
346
EverSource Wealth Advisors
Alabama
$7.77K – – –
VWM
347
Venturi Wealth Management
Texas
$7.37K +$797 +4 +12%
VF
348
VitalStone Financial
Texas
$7K +$7K +36 New
BFEC
349
Benjamin F. Edwards & Company
Missouri
$7K +$7K +37 New
LFA
350
LGT Financial Advisors
Texas
$6.97K +$1.2K +6 +21%
12 13
14
15 16