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FTI Consulting

216 hedge funds and large institutions have $2.22B invested in FTI Consulting in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $1.79B → $2.22B (+$432M)

7% more funds holding

Funds holding: 202216 (+14)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

5% less call options, than puts

Call options by funds: $968K | Put options by funds: $1.02M

1.43% less ownership

Funds ownership: 98.73%97.3% (-1.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
4.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
71
Reduced
72
Closed
21
Calls
$968K
Puts
$1.02M
Net Calls
-$48K
Net Calls Change
-$103K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$194K -$9.28K -160 -5%
TAM
177
Tyers Asset Management
Texas
$193K
IUHSA
178
Itau Unibanco Holding S.A.
Brazil
$183K +$176K +3,033 New
CWM
179
Cornerstone Wealth Management
Missouri
$182K +$656K +11,306 New
Macquarie Group
180
Macquarie Group
Australia
$163K -$279K -4,800 -64%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$147K
TRCT
182
Tower Research Capital (TRC)
New York
$140K +$134K +2,310 New
CMBA
183
C.M. Bidwell & Associates
Hawaii
$127K -$6.38K -110 -5%
AIM
184
Assured Investment Management
New York
$123K -$84.1K -1,449 -42%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$112K +$53K +914 +97%
FEG
186
Financial Enhancement Group
Indiana
$104K +$100K +1,726 New
CSS
187
Cubist Systematic Strategies
Connecticut
$91K +$87.5K +1,508 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$86K +$21.6K +373 +36%
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$79K +$75.4K +1,300 New
DZ Bank
190
DZ Bank
Germany
$79K +$76K +1,310 New
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$74K +$2.9K +50 +4%
AAM
192
Advisors Asset Management
Colorado
$72K +$69K +1,190 New
LIA
193
LS Investment Advisors
Michigan
$69K
VCM
194
Versant Capital Management
Arizona
$60K
SWA
195
Sutton Wealth Advisors
Florida
$37.1K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$34K +$1.16K +20 +4%
JA
197
JOYN Advisors
Georgia
$25K -$1.28K -22 -5%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$18K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$11K
AG
200
Advisor Group
Arizona
$10K -$3.95K -68 -29%

FCN Hedge Fund Activity: Q2 2018 in Review

216 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q2 2018, worth a combined $2.22B — up 24% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FCN positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Black Creek Investment Management, cutting an estimated $77M.

  • 216 institutional investors held FTI Consulting (FCN) as of Q2 2018, up from 202 in Q1 2018.
  • Funds reported $2.22B of FTI Consulting stock for Q2 2018, up 24% quarter-over-quarter.
  • 37 funds opened new FTI Consulting positions in Q2 2018 and 21 closed out, a net change of +16 holders.
  • The largest FTI Consulting buyer in Q2 2018 was Fidelity Investments, an estimated $140M added.
  • The largest FTI Consulting seller in Q2 2018 was Black Creek Investment Management, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2018.