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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
BlackRock
1
BlackRock
New York
$320M +$22.4M +385,929 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M +$15.9M +274,311 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$192M -$1.83M -31,589 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$180M +$140M +2,407,460 +419%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$128M -$77M -1,326,260 -39%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$90.2M -$56.5M -973,906 -39%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$88.8M +$5.11M +87,985 +6%
Northern Trust
8
Northern Trust
Illinois
$72.2M +$1.76M +30,282 +3%
State Street
9
State Street
Massachusetts
$62.5M +$1.32M +22,759 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$61.7M -$27.7M -477,806 -32%
Norges Bank
11
Norges Bank
Norway
$52.2M
JP Morgan Chase
12
JP Morgan Chase
New York
$45.9M -$11.7M -201,091 -21%
Boston Partners
13
Boston Partners
Massachusetts
$40.3M +$1.06M +18,253 +3%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$33.1M +$17.4M +300,708 +122%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.6M +$1.12M +19,280 +4%
PPA
16
Parametric Portfolio Associates
Washington
$27.5M -$5.77M -99,429 -18%
Man Group
17
Man Group
United Kingdom
$23.3M +$14.3M +245,652 +177%
Charles Schwab
18
Charles Schwab
California
$21.7M +$508K +8,755 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.8M +$739K +12,732 +4%
ICOM
20
Investment Counselors of Maryland
Maryland
$20.4M -$3.64M -62,732 -16%
Deutsche Bank
21
Deutsche Bank
Germany
$19.3M +$5.72M +98,512 +45%
Principal Financial Group
22
Principal Financial Group
Iowa
$19M +$1.22M +21,014 +7%
Ameriprise
23
Ameriprise
Minnesota
$18.3M +$1.09M +18,806 +7%
Morgan Stanley
24
Morgan Stanley
New York
$13.8M +$3.73M +64,266 +39%
USAA
25
United Services Automobile Association
Texas
$12.4M -$5.7M -98,266 -32%

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.