Fpa Crescent Fund-InstFPACX
13F holders, Q4 2024 (December 31)4holders +1
1new positions
0sold out
$40.20avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($7.7M), Hemenway Trust Co LLC ($3.0M) and Dempze Nancy E ($206K).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $201K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 43,163 shares bought, net +43,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Broderick Brian C | 1.52% | Add +6.3% | 192,716 | $7.7M |
| Hemenway Trust Co LLC | 0.24% | Add +56.2% | 74,403 | $3.0M |
| Dempze Nancy E | 0.12% | No change | 5,135 | $206K |
| Twin Capital Management Inc. | 0.02% | New | 5,004 | $201K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.