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FTI Consulting

368 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

244% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $5.62M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $6.42B → $7.26B (+$845M)

5% more funds holding

Funds holding: 352368 (+16)

6% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 132

2.92% less ownership

Funds ownership: 105.59%102.66% (-2.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
368
Holders Change
+16
Holders Change %
+4.55%
% of All Funds
5.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
326
Park Place Capital
Alabama
$34.1K
AA
327
Ancora Advisors
Ohio
$32.5K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$32K -$8.9K -43 -21%
Nomura Asset Management
329
Nomura Asset Management
Japan
$31.9K
EPW
330
Evergreen Private Wealth
Colorado
$27.9K +$29K +140 New
HI
331
Harbour Investments
Wisconsin
$26.3K
NS
332
NBC Securities
Alabama
$26K
C
333
Covestor
United Kingdom
$25K +$7.24K +35 +40%
PTC
334
Private Trust Company
Ohio
$23.9K
LFG
335
Larson Financial Group
Missouri
$21.3K
DA
336
Denali Advisors
California
$20.3K -$414 -2 -2%
PP
337
PrairieView Partners
Minnesota
$20K
UB
338
UMB Bank
Missouri
$17.3K +$4.34K +21 +32%
CAC
339
Core Alternative Capital
Georgia
$16.9K -$3.72K -18 -17%
JWM
340
Janiczek Wealth Management
Colorado
$14.7K +$4.34K +21 +40%
AF
341
Allworth Financial
California
$13.1K +$2.07K +10 +18%
TCOV
342
Trust Company of Vermont
Vermont
$10.2K
EWM
343
Evermay Wealth Management
Virginia
$9.96K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$9.76K +$2.48K +12 +32%
NA
345
NewEdge Advisors
Louisiana
$9.56K +$8.28K +40 +500%
GKIM
346
GW&K Investment Management
Massachusetts
$8K
EWA
347
EverSource Wealth Advisors
Alabama
$7.77K
VWM
348
Venturi Wealth Management
Texas
$7.37K +$828 +4 +12%
VF
349
VitalStone Financial
Texas
$7K +$7.45K +36 New
BFEC
350
Benjamin F. Edwards & Company
Missouri
$7K +$7.66K +37 New

FCN Hedge Fund Activity: Q4 2023 in Review

368 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q4 2023, worth a combined $7.26B — up 13% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FCN positions and 21 closed out — a net gain of 22 holders — while 140 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Ameriprise, cutting an estimated $56.7M.

  • 368 institutional investors held FTI Consulting (FCN) as of Q4 2023, up from 352 in Q3 2023.
  • Funds reported $7.26B of FTI Consulting stock for Q4 2023, up 13% quarter-over-quarter.
  • 43 funds opened new FTI Consulting positions in Q4 2023 and 21 closed out, a net change of +22 holders.
  • The largest FTI Consulting buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest FTI Consulting seller in Q4 2023 was Ameriprise, an estimated $56.7M sold.

Based on aggregated 13F filings for Q4 2023.