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FTI Consulting

160 hedge funds and large institutions have $1.46B invested in FTI Consulting in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

9.68% more ownership

Funds ownership: 98.58%108.25% (+9.7%)

9% less funds holding

Funds holding: 175160 (-15)

10% less capital invested

Capital invested by funds: $1.63B → $1.46B (-$164M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

54% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $39.6M

Holders
160
Holders Change
-15
Holders Change %
-8.57%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
23
Increased
64
Reduced
53
Closed
37
Calls
$18.1M
Puts
$39.6M
Net Calls
-$21.4M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$186M -$10.1M -288,238 -5%
BCIM
2
Black Creek Investment Management
Ontario, Canada
$81.1M +$19.1M +543,980 +29%
Artisan Partners
3
Artisan Partners
Wisconsin
$78.3M -$10.9M -310,468 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.2M +$3.34M +95,218 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$67.2M +$7.82M +223,084 +12%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$63.6M +$18.7M +533,603 +39%
BFA
7
BlackRock Fund Advisors
California
$60.2M -$2.66M -75,953 -4%
Boston Partners
8
Boston Partners
Massachusetts
$58.8M +$9.85M +280,882 +19%
CPCM
9
Clifton Park Capital Management
Delaware
$45M
State Street
10
State Street
Massachusetts
$42.1M -$168K -4,806 -0.4%
LCP
11
Lombardia Capital Partners
California
$40.7M +$13.5M +385,933 +46%
BIT
12
BlackRock Institutional Trust
California
$40.1M +$395K +11,262 +0.9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$38.9M +$7.64M +217,860 +23%
TAM
14
Third Avenue Management
New York
$32.3M +$16.9M +482,795 +99%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$31.3M +$13.7M +391,618 +72%
CIM
16
Corbyn Investment Management
Maryland
$26.7M -$17.5K -500 -0.1%
Northern Trust
17
Northern Trust
Illinois
$24.5M +$805K +22,962 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$24.1M +$4.34M +123,768 +21%
ICM
19
Intrepid Capital Management
Florida
$21.9M -$3.61M -103,001 -14%
PP
20
Prudential plc
United Kingdom
$20M +$21M +600,000 New
GAM
21
Gotham Asset Management
New York
$15.9M +$5.93M +169,022 +55%
Invesco
22
Invesco
Georgia
$14.8M +$2.42M +69,013 +18%
TSW
23
Thompson Siegel & Walmsley
Virginia
$14.2M +$9.61M +274,190 +180%
RRAM
24
River Road Asset Management
Kentucky
$14.1M +$14M +398,834 +1,595%
Norges Bank
25
Norges Bank
Norway
$13M

FCN Hedge Fund Activity: Q1 2014 in Review

160 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q1 2014, worth a combined $1.46B — down 10% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FCN and 23 opened new positions — a net loss of 14 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $21M. The largest seller was Artisan Partners, cutting an estimated $10.9M.

  • 160 institutional investors held FTI Consulting (FCN) as of Q1 2014, down from 175 in Q4 2013.
  • Funds reported $1.46B of FTI Consulting stock for Q1 2014, down 10% quarter-over-quarter.
  • 23 funds opened new FTI Consulting positions in Q1 2014 and 37 closed out, a net change of -14 holders.
  • The largest FTI Consulting buyer in Q1 2014 was Prudential plc, an estimated $21M added.
  • The largest FTI Consulting seller in Q1 2014 was Artisan Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2014.