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Acco Brands

189 hedge funds and large institutions have $704M invested in Acco Brands in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 180189 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $729M → $704M (-$25.3M)

3.31% less ownership

Funds ownership: 91.26%87.95% (-3.3%)

14% less call options, than puts

Call options by funds: $287K | Put options by funds: $334K

Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
59
Reduced
55
Closed
15
Calls
$287K
Puts
$334K
Net Calls
-$47K
Net Calls Change
-$734K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$8K
HPC
152
HM Payson & Co
Maine
$6K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$5K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$5K +$198 +23 +4%
PK
155
Pflug Koory
Nebraska
$4K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$4K +$1.03K +120 +30%
BAM
157
Bellevue Asset Management
Washington
$3K
SFS
158
Sowell Financial Services
Arkansas
$3K +$2.53K +294 New
SWM
159
Spire Wealth Management
Virginia
$3K +$2.84K +330 New
BC
160
Bartlett & Co
Ohio
$2K
EI
161
Ellevest Inc
New York
$2K
MI
162
Markston International
New York
$2K
WLPWM
163
Walled Lake Planning & Wealth Management
Illinois
$2K +$17 +2 +1%
TWA
164
TCI Wealth Advisors
Arizona
$2K +$1.84K +214 +856%
PMFA
165
Plante Moran Financial Advisors
Michigan
$2K +$2.31K +268 New
CT
166
Caldwell Trust
Florida
$1.78K +$1.82K +211 New
AIG
167
American International Group
New York
$1.61K +$1.18M +136,698 +255%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$1.59K
AWM
169
AllSquare Wealth Management
New York
$1K
CFA
170
Carroll Financial Associates
North Carolina
$1K
CAM
171
ClariVest Asset Management
California
$1K
FF
172
FourThought Financial
Florida
$1K
IWP
173
IAG Wealth Partners
Wisconsin
$1K
NFG
174
Next Financial Group
Texas
$1K
PFA
175
Professional Financial Advisors
Nebraska
$1K