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FTI Consulting

404 hedge funds and large institutions have $7.26B invested in FTI Consulting in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 141 increasing their positions, 140 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

10% more funds holding

Funds holding: 368404 (+36)

1% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 140

0% less capital invested

Capital invested by funds: $7.26B → $7.26B (-$4.33M)

5.51% less ownership

Funds ownership: 102.66%97.15% (-5.5%)

46% less call options, than puts

Call options by funds: $25M | Put options by funds: $46.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
404
Holders Change
+36
Holders Change %
+9.78%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
71
Increased
141
Reduced
140
Closed
33
Calls
$25M
Puts
$46.6M
Net Calls
-$21.6M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$201 +1 +2%
EWA
377
EverSource Wealth Advisors
Alabama
$9.41K +$1K +5 +13%
NA
378
NewEdge Advisors
Louisiana
$8.2K -$1.81K -9 -19%
PS
379
Principal Securities
Iowa
$8.2K +$2.41K +12 +44%
GKIM
380
GW&K Investment Management
Massachusetts
$8K
LFA
381
LGT Financial Advisors
Texas
$7.36K
JWA
382
JFS Wealth Advisors
Pennsylvania
$6.73K
VCM
383
Versant Capital Management
Arizona
$6.73K
TCOV
384
Trust Company of Vermont
Vermont
$6.31K -$4.22K -21 -41%
CTC
385
Central Trust Company
Missouri
$5.89K
FFA
386
Frazier Financial Advisors
Ohio
$5.68K
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$4.58K +$4.42K +22 New
IA
388
IFP Advisors
Florida
$4K +$1.21K +6 +46%
Mitsubishi UFJ Asset Management
389
Mitsubishi UFJ Asset Management
Japan
$3.79K
CA
390
Crewe Advisors
Utah
$3.15K +$3.02K +15 New
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$2.94K
WB
392
Webster Bank
Connecticut
$2.73K +$2.61K +13 New
FFO
393
Fortitude Family Office
Arizona
$2.52K
WPA
394
West Paces Advisors
Georgia
$1.89K +$1.81K +9 New
BIA
395
Bell Investment Advisors
California
$1.68K -$1.41K -7 -47%
LC
396
Lindbrook Capital
California
$1.68K -$2.81K -14 -64%
MAM
397
Meeder Asset Management
Ohio
$1.68K +$1.61K +8 New
FFA
398
Farther Finance Advisors
California
$1.67K -$804 -4 -33%
GRP
399
Global Retirement Partners
California
$1.47K +$804 +4 +133%
S
400
Sachetta
Massachusetts
$1.4K

FCN Hedge Fund Activity: Q1 2024 in Review

404 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q1 2024, worth a combined $7.26B — down 0.06% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FCN positions and 33 closed out — a net gain of 38 holders — while 141 added to existing stakes and 140 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $92.3M. The largest seller was Morgan Stanley, cutting an estimated $288M.

  • 404 institutional investors held FTI Consulting (FCN) as of Q1 2024, up from 368 in Q4 2023.
  • Funds reported $7.26B of FTI Consulting stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 71 funds opened new FTI Consulting positions in Q1 2024 and 33 closed out, a net change of +38 holders.
  • The largest FTI Consulting buyer in Q1 2024 was Goldman Sachs, an estimated $92.3M added.
  • The largest FTI Consulting seller in Q1 2024 was Morgan Stanley, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2024.