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FTI Consulting

372 hedge funds and large institutions have $6.98B invested in FTI Consulting in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

43% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $10.1M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more capital invested

Capital invested by funds: $5.52B → $6.98B (+$1.47B)

7% more funds holding

Funds holding: 347372 (+25)

2% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 133

0.68% more ownership

Funds ownership: 103.39%104.07% (+0.68%)

Holders
372
Holders Change
+25
Holders Change %
+7.2%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
57
Increased
135
Reduced
133
Closed
27
Calls
$14.4M
Puts
$10.1M
Net Calls
+$4.36M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
26
CWA Asset Management Group
Florida
$56.6M +$10.9M +62,571 +28%
VBA
27
Van Berkom & Associates
Quebec, Canada
$55.6M +$2.91M +16,740 +6%
Boston Partners
28
Boston Partners
Massachusetts
$54.4M -$8.63M -49,649 -15%
Norges Bank
29
Norges Bank
Norway
$52.8M -$2.71M -15,593 -6%
AI
30
Axiom Investors
Connecticut
$52.7M -$2.43M -13,993 -5%
Victory Capital Management
31
Victory Capital Management
Texas
$50.8M +$5.29M +30,441 +13%
SCM
32
Snyder Capital Management
California
$48.7M -$75.4K -434 -0.2%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$45.2M -$348K -2,004 -0.9%
ACB
34
Aristotle Capital Boston
Massachusetts
$43M +$1.28M +7,368 +4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$40.4M -$157K -901 -0.4%
SIMG
36
Stephens Investment Management Group
Texas
$37.6M +$33.1M +190,735 New
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$37.6M +$2.59M +14,919 +9%
SEI Investments
38
SEI Investments
Pennsylvania
$36.1M +$9.47M +54,484 +42%
DCM
39
Driehaus Capital Management
Illinois
$33.8M +$9.64M +55,467 +48%
Bank of America
40
Bank of America
North Carolina
$32.3M -$562K -3,234 -2%
CAM
41
Congress Asset Management
Massachusetts
$32.2M -$9.63M -55,399 -25%
RJA
42
Raymond James & Associates
Florida
$28.3M -$355K -2,042 -1%
Principal Financial Group
43
Principal Financial Group
Iowa
$26.9M +$150K +865 +0.6%
N
44
Nuveen
North Carolina
$26.6M +$204K +1,172 +0.9%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$26.1M +$22.9M +132,021 New
OAM
46
Ophir Asset Management
Australia
$25.4M -$13.5M -77,476 -38%
MAMU
47
Marathon Asset Management (UK)
United Kingdom
$22.4M -$15.7M -90,125 -44%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$21M +$102K +589 +0.6%
JP Morgan Chase
49
JP Morgan Chase
New York
$19.1M +$3.6M +20,733 +27%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$18.4M +$55.6K +320 +0.3%

FCN Hedge Fund Activity: Q1 2023 in Review

372 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q1 2023, worth a combined $6.98B — up 27% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FCN positions and 27 closed out — a net gain of 30 holders — while 135 added to existing stakes and 133 trimmed.

The largest buyer was Stephens Investment Management Group, opening a new position worth an estimated $33.1M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $32M sold.

  • 372 institutional investors held FTI Consulting (FCN) as of Q1 2023, up from 347 in Q4 2022.
  • Funds reported $6.98B of FTI Consulting stock for Q1 2023, up 27% quarter-over-quarter.
  • 57 funds opened new FTI Consulting positions in Q1 2023 and 27 closed out, a net change of +30 holders.
  • The largest FTI Consulting buyer in Q1 2023 was Stephens Investment Management Group, an estimated $33.1M added.
  • The largest FTI Consulting seller in Q1 2023 was Westfield Capital Management, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2023.