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Acco Brands
ACCO

231 hedge funds and large institutions have $1.1B invested in Acco Brands in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.95% more ownership

Funds ownership: 92.54% → 93.48% (+0.95%)

1% more funds holding

Funds holding: 229 → 231 (+2)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

20% less capital invested

Capital invested by funds: $1.37B → $1.1B (-$270M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
68
Reduced
76
Closed
23
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$15.7M
2
O
OppenheimerFunds
New York
+$7.88M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.76M
4
Ameriprise
Ameriprise
Minnesota
+$4.67M
5
OAM
Oxford Asset Management
United Kingdom
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
-$11.1M
2
JIR
James Investment Research
Ohio
-$9.22M
3
Prudential Financial
Prudential Financial
New Jersey
-$8.63M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.96M
5
AA
Ancora Advisors
Ohio
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
– -$300K -21,668 Closed
TI
227
Trexquant Investment
Connecticut
– -$253K -18,277 Closed
FRM
228
Fox Run Management
Connecticut
– -$244K -17,637 Closed
BFM
229
Boothbay Fund Management
New York
– -$209K -15,079 Closed
CCIA
230
Campbell & Co Investment Adviser
Maryland
– -$159K -11,450 Closed
SCC
231
Spring Creek Capital
Kansas
– -$151K -10,891 Closed
CL
232
CSS LLC
Illinois
– -$148K -10,700 Closed
BCA
233
Bray Capital Advisors
Florida
– -$50K -3,620 Closed
PIA
234
Piedmont Investment Advisors
North Carolina
– -$26K -1,844 Closed
RFA
235
Reilly Financial Advisors
California
– -$13K -950 Closed
PMFA
236
Plante Moran Financial Advisors
Michigan
– -$5K -376 Closed
CF
237
Centaurus Financial
California
– -$5K -337 Closed
FIA
238
FNY Investment Advisers
New York
– -$3K -248 Closed
DSC
239
Duncker Streett & Co
Missouri
– -$1K -94 Closed
KF
240
Krilogy Financial
Missouri
– +$128 +10 New
SCM
241
Southport Capital Management
Tennessee
– +$154 +12 New
SWP
242
Stratos Wealth Partners
Ohio
– +$295 +23 New
JCM
243
Jacobi Capital Management
Pennsylvania
– +$449 +35 New
RMAM
244
Raab & Moskowitz Asset Management
New Jersey
– +$603 +47 New
6 7 8 9
10

ACCO Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Acco Brands (ACCO) for Q3 2018, worth a combined $1.1B — down 20% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCO positions and 23 closed out — a net gain of 2 holders — while 68 added to existing stakes and 76 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, adding an estimated $15.7M. The largest seller was Teachers Advisors, cutting an estimated $11.1M.

  • 231 institutional investors held Acco Brands (ACCO) as of Q3 2018, up from 229 in Q2 2018.
  • Funds reported $1.1B of Acco Brands stock for Q3 2018, down 20% quarter-over-quarter.
  • 25 funds opened new Acco Brands positions in Q3 2018 and 23 closed out, a net change of +2 holders.
  • The largest Acco Brands buyer in Q3 2018 was Dalton, Greiner, Hartman, Maher & Co, an estimated $15.7M added.
  • The largest Acco Brands seller in Q3 2018 was Teachers Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2018.