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FTI Consulting

175 hedge funds and large institutions have $1.63B invested in FTI Consulting in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

9% more funds holding

Funds holding: 160175 (+15)

6% more capital invested

Capital invested by funds: $1.54B → $1.63B (+$90.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.88% less ownership

Funds ownership: 100.46%98.58% (-1.9%)

89% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $59.5M

Holders
175
Holders Change
+15
Holders Change %
+9.38%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
34
Increased
62
Reduced
66
Closed
19
Calls
$6.45M
Puts
$59.5M
Net Calls
-$53.1M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M +$23.1M +554,503 +10%
Artisan Partners
2
Artisan Partners
Wisconsin
$109M -$1.79M -42,880 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.3M +$5.05M +121,257 +6%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$77.8M +$8.52M +204,607 +12%
BFA
5
BlackRock Fund Advisors
California
$77.4M +$3.23M +77,462 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$73.8M +$6.78M +162,868 +10%
Boston Partners
7
Boston Partners
Massachusetts
$61M -$77.5M -1,861,297 -56%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$56.5M +$4.02M +96,564 +8%
CPCM
9
Clifton Park Capital Management
Delaware
$55.5M -$4.17M -100,000 -7%
State Street
10
State Street
Massachusetts
$52.1M -$2.02M -48,466 -4%
BIT
11
BlackRock Institutional Trust
California
$49M +$247K +5,928 +0.5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$39M -$1.2M -28,900 -3%
LCP
13
Lombardia Capital Partners
California
$34.3M -$3.77M -90,414 -10%
CIM
14
Corbyn Investment Management
Maryland
$32.9M -$3.97M -95,337 -11%
ICM
15
Intrepid Capital Management
Florida
$31.3M -$15.5M -372,879 -33%
Northern Trust
16
Northern Trust
Illinois
$29.3M +$260K +6,246 +0.9%
JP Morgan Chase
17
JP Morgan Chase
New York
$24.7M +$21.4M +513,410 +595%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.5M -$1.42M -34,209 -6%
TAM
19
Third Avenue Management
New York
$20M +$4.36M +104,642 +27%
WI
20
WHV Investments
California
$16.2M -$6.45M -154,884 -28%
Norges Bank
21
Norges Bank
Norway
$16M
FCAM
22
F&C Asset Management
United Kingdom
$15.5M -$2.09M -50,222 -12%
Invesco
23
Invesco
Georgia
$15.4M +$1.27M +30,489 +9%
Ameriprise
24
Ameriprise
Minnesota
$15.4M -$2.06M -49,512 -12%
BCA
25
Bernzott Capital Advisors
California
$15.2M +$784K +18,825 +5%

FCN Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q4 2013, worth a combined $1.63B — up 5.9% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FCN positions and 19 closed out — a net gain of 15 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.1M. The largest seller was Boston Partners, cutting an estimated $77.5M.

  • 175 institutional investors held FTI Consulting (FCN) as of Q4 2013, up from 160 in Q3 2013.
  • Funds reported $1.63B of FTI Consulting stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 34 funds opened new FTI Consulting positions in Q4 2013 and 19 closed out, a net change of +15 holders.
  • The largest FTI Consulting buyer in Q4 2013 was Fidelity Investments, an estimated $23.1M added.
  • The largest FTI Consulting seller in Q4 2013 was Boston Partners, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2013.