Fpa Crescent Fund-InstFPACX
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$40.77avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($7.4M), Hemenway Trust Co LLC ($1.7M) and Silvercrest Asset Management Group LLC ($423K).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $423K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 15,753 shares bought, net +15,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Broderick Brian C | 1.51% | Add +3.0% | 181,339 | $7.4M |
| Hemenway Trust Co LLC | 0.15% | No change | 41,593 | $1.7M |
| Silvercrest Asset Management Group LLC | 0.00% | New | 10,387 | $423K |
| Dempze Nancy E | 0.14% | No change | 5,135 | $209K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.