FPACX
FPA Crescent Fund
1W: -1.5%
1M: -2.6%
3M: -0.4%
YTD: +5.6%
1Y: +0.6%
3Y: +41.4%
5Y: +43.1%
$45.90
+0.21 (+0.46%)
Weekly Expected Move ±1.0%
$45
$45
$46
$46
$47
Institutional Ownership — FPACX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
0
New Positions
3
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Broderick Brian C | 212,453 | 10M | +969 | +0.5% | 37Q | SEC ↗ |
| 2 | Hemenway Trust Co LLC | 95,538 | 4M | +25 | +0.0% | 53Q | SEC ↗ |
| 3 | Ethos Financial Group, LLC | 34,474 | 2M | +157 | +0.5% | 2Q | SEC ↗ |
| 4 | Dempze Nancy E | 5,135 | 236K | — | +0.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Broderick Brian C | +969 | +0.5% | 212,453 |
| Ethos Financial Group, LLC | +157 | +0.5% | 34,474 |
| Hemenway Trust Co LLC | +25 | +0.0% | 95,538 |
Biggest Decreases (0)
None.