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FTI Consulting

168 hedge funds and large institutions have $1.5B invested in FTI Consulting in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

3% more funds holding

Funds holding: 163168 (+5)

0.9% more ownership

Funds ownership: 96.26%97.16% (+0.9%)

1% less capital invested

Capital invested by funds: $1.52B → $1.5B (-$19.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

89% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $9.72M

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
71
Reduced
49
Closed
26
Calls
$1.07M
Puts
$9.72M
Net Calls
-$8.65M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$183M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$100M +$8.14M +215,474 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.9M +$6.17M +163,220 +7%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$97.7M +$3.93M +104,001 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$73.1M +$20.9M +553,192 +40%
BFA
6
BlackRock Fund Advisors
California
$72.7M +$1.69M +44,685 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$53.8M -$302K -8,000 -0.6%
State Street
8
State Street
Massachusetts
$46.9M +$849K +22,453 +2%
BIT
9
BlackRock Institutional Trust
California
$45.1M +$1.79M +47,308 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$40.2M +$10.7M +282,166 +36%
JP Morgan Chase
11
JP Morgan Chase
New York
$26.8M +$1.38M +36,407 +5%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$26.7M +$463K +12,250 +2%
CIM
13
Corbyn Investment Management
Maryland
$26.5M -$2.8M -74,004 -9%
Boston Partners
14
Boston Partners
Massachusetts
$26.5M -$40.3M -1,067,277 -60%
Northern Trust
15
Northern Trust
Illinois
$26.1M +$2.04M +54,101 +8%
CPCM
16
Clifton Park Capital Management
Delaware
$23.5M -$438K -11,599 -2%
FCM
17
Frontier Capital Management
Massachusetts
$23M +$3.21M +85,001 +16%
Victory Capital Management
18
Victory Capital Management
Texas
$22.6M +$22.8M +603,375 New
SAM
19
Skyline Asset Management
Illinois
$22.1M +$397K +10,500 +2%
ICOM
20
Investment Counselors of Maryland
Maryland
$22.1M +$1.59M +42,160 +8%
Fidelity International
21
Fidelity International
Bermuda
$20.8M +$1.74M +46,041 +9%
TSW
22
Thompson Siegel & Walmsley
Virginia
$18.6M +$651K +17,218 +4%
Invesco
23
Invesco
Georgia
$17.8M -$385K -10,185 -2%
BCA
24
Bernzott Capital Advisors
California
$16.5M -$204K -5,400 -1%
Norges Bank
25
Norges Bank
Norway
$16.2M +$1.61M +42,514 +11%

FCN Hedge Fund Activity: Q1 2015 in Review

168 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q1 2015, worth a combined $1.5B — down 1.3% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FCN positions and 26 closed out — a net gain of 6 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $22.8M. The largest seller was Boston Partners, cutting an estimated $40.3M.

  • 168 institutional investors held FTI Consulting (FCN) as of Q1 2015, up from 163 in Q4 2014.
  • Funds reported $1.5B of FTI Consulting stock for Q1 2015, down 1.3% quarter-over-quarter.
  • 32 funds opened new FTI Consulting positions in Q1 2015 and 26 closed out, a net change of +6 holders.
  • The largest FTI Consulting buyer in Q1 2015 was Victory Capital Management, an estimated $22.8M added.
  • The largest FTI Consulting seller in Q1 2015 was Boston Partners, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2015.