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FTI Consulting

151 hedge funds and large institutions have $1.59B invested in FTI Consulting in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$123M)

5.55% less ownership

Funds ownership: 108.25%102.7% (-5.6%)

6% less funds holding

Funds holding: 160151 (-9)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

82% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $33.2M

Holders
151
Holders Change
-9
Holders Change %
-5.63%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
51
Reduced
62
Closed
25
Calls
$6.03M
Puts
$33.2M
Net Calls
-$27.2M
Net Calls Change
-$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$197M -$12.1M -366,276 -7%
BCIM
2
Black Creek Investment Management
Ontario, Canada
$97.6M +$4.86M +147,459 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.1M +$1.36M +41,249 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.8M +$5.7M +172,901 +9%
Boston Partners
5
Boston Partners
Massachusetts
$73.9M +$6.25M +189,555 +11%
BFA
6
BlackRock Fund Advisors
California
$67.7M -$544K -16,508 -0.9%
Artisan Partners
7
Artisan Partners
Wisconsin
$60M -$25.2M -762,636 -32%
CPCM
8
Clifton Park Capital Management
Delaware
$51.1M
Wellington Management Group
9
Wellington Management Group
Massachusetts
$50.8M +$35.2M +1,068,520 +388%
LCP
10
Lombardia Capital Partners
California
$50.8M +$4.07M +123,366 +10%
State Street
11
State Street
Massachusetts
$47.7M +$29K +879 +0.1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$47.6M +$3.07M +93,061 +8%
BIT
13
BlackRock Institutional Trust
California
$45.7M +$201K +6,098 +0.5%
Invesco
14
Invesco
Georgia
$36.6M +$17.3M +523,018 +118%
TAM
15
Third Avenue Management
New York
$34.3M -$2.09M -63,353 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.1M -$1.16M -35,297 -4%
CIM
17
Corbyn Investment Management
Maryland
$30.2M -$70.1K -2,125 -0.3%
Norges Bank
18
Norges Bank
Norway
$29.4M +$12.8M +388,756 +100%
JP Morgan Chase
19
JP Morgan Chase
New York
$26.6M -$642K -19,460 -3%
Northern Trust
20
Northern Trust
Illinois
$24.1M -$3.22M -97,476 -13%
ICOM
21
Investment Counselors of Maryland
Maryland
$23.2M +$17.4M +526,816 +615%
PP
22
Prudential plc
United Kingdom
$18M -$4.12M -125,000 -21%
FCM
23
Frontier Capital Management
Massachusetts
$15.2M +$2.8M +84,981 +27%
ICM
24
Intrepid Capital Management
Florida
$14.9M -$8.72M -264,294 -40%
BCA
25
Bernzott Capital Advisors
California
$14.4M -$3.3K -100 -0%

FCN Hedge Fund Activity: Q2 2014 in Review

151 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q2 2014, worth a combined $1.59B — up 8.4% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FCN and 18 opened new positions — a net loss of 7 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Wellington Management Group, adding an estimated $35.2M. The largest seller was CI Investments Inc, exiting entirely with an estimated $63.6M sold.

  • 151 institutional investors held FTI Consulting (FCN) as of Q2 2014, down from 160 in Q1 2014.
  • Funds reported $1.59B of FTI Consulting stock for Q2 2014, up 8.4% quarter-over-quarter.
  • 18 funds opened new FTI Consulting positions in Q2 2014 and 25 closed out, a net change of -7 holders.
  • The largest FTI Consulting buyer in Q2 2014 was Wellington Management Group, an estimated $35.2M added.
  • The largest FTI Consulting seller in Q2 2014 was CI Investments Inc, an estimated $63.6M sold.

Based on aggregated 13F filings for Q2 2014.