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FTI Consulting

241 hedge funds and large institutions have $2.53B invested in FTI Consulting in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $2.65M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

2.36% less ownership

Funds ownership: 101.25%98.89% (-2.4%)

4% less funds holding

Funds holding: 250241 (-9)

11% less capital invested

Capital invested by funds: $2.83B → $2.53B (-$302M)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

Holders
241
Holders Change
-9
Holders Change %
-3.6%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
88
Reduced
94
Closed
39
Calls
$5.5M
Puts
$2.65M
Net Calls
+$2.85M
Net Calls Change
+$716K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$378M +$8.83M +131,504 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M +$18.8M +279,450 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$210M -$9.94M -148,063 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$207M -$943K -14,040 -0.4%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$106M +$2.83M +42,210 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$96.2M -$171K -2,539 -0.2%
Northern Trust
7
Northern Trust
Illinois
$77.3M +$44K +655 +0.1%
State Street
8
State Street
Massachusetts
$72.6M -$137K -2,039 -0.2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$64.1M -$2.78M -41,410 -4%
Norges Bank
10
Norges Bank
Norway
$57.5M
Boston Partners
11
Boston Partners
Massachusetts
$46.4M +$2.76M +41,156 +6%
JP Morgan Chase
12
JP Morgan Chase
New York
$43.3M -$1.28M -19,050 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$39.4M -$2.46M -36,609 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$36.4M -$21.5M -320,880 -37%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33.1M +$158K +2,349 +0.5%
Morgan Stanley
16
Morgan Stanley
New York
$28.3M +$16.3M +242,092 +133%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$26.7M +$741K +11,030 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.6M +$2.32M +34,588 +9%
GC
19
Greenvale Capital
United Kingdom
$25.9M +$26.1M +389,323 New
JIM
20
Jupiter Investment Management
United Kingdom
$25.2M +$493K +7,341 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$22.7M +$843K +12,549 +4%
Charles Schwab
22
Charles Schwab
California
$21.7M -$1.55M -23,092 -7%
PPA
23
Parametric Portfolio Associates
Washington
$21.5M -$2.72M -40,571 -11%
Man Group
24
Man Group
United Kingdom
$18.3M -$16.7M -249,384 -48%
Ameriprise
25
Ameriprise
Minnesota
$17M -$906K -13,485 -5%

FCN Hedge Fund Activity: Q4 2018 in Review

241 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q4 2018, worth a combined $2.53B — down 11% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FCN and 31 opened new positions — a net loss of 8 holders — while 94 trimmed existing stakes and 88 added.

The largest buyer was Vanguard Group, adding an estimated $18.8M. The largest seller was Wellington Management Group, cutting an estimated $21.5M.

  • 241 institutional investors held FTI Consulting (FCN) as of Q4 2018, down from 250 in Q3 2018.
  • Funds reported $2.53B of FTI Consulting stock for Q4 2018, down 11% quarter-over-quarter.
  • 31 funds opened new FTI Consulting positions in Q4 2018 and 39 closed out, a net change of -8 holders.
  • The largest FTI Consulting buyer in Q4 2018 was Vanguard Group, an estimated $18.8M added.
  • The largest FTI Consulting seller in Q4 2018 was Wellington Management Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2018.