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Acco Brands

227 hedge funds and large institutions have $646M invested in Acco Brands in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 72

0.89% less ownership

Funds ownership: 93.48%92.6% (-0.89%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 231227 (-4)

42% less capital invested

Capital invested by funds: $1.1B → $646M (-$459M)

88% less call options, than puts

Call options by funds: $35K | Put options by funds: $285K

Holders
227
Holders Change
-4
Holders Change %
-1.73%
% of All Funds
5.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
82
Reduced
72
Closed
37
Calls
$35K
Puts
$285K
Net Calls
-$250K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$15K -$2.41K -282 -11%
US Bancorp
177
US Bancorp
Minnesota
$15K +$10.2K +1,195 +120%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$13K +$8.41K +983 +102%
TRCT
179
Tower Research Capital (TRC)
New York
$12K -$107K -12,546 -87%
LFG
180
LifePlan Financial Group
Ohio
$11K +$513 +60 +4%
BBHC
181
Brown Brothers Harriman & Co
New York
$8K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$8K +$9.65K +1,128 New
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$6K +$163 +19 +2%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$4K -$4.03K -471 -48%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$4K
PK
186
Pflug Koory
Nebraska
$3K -$6.42K -750 -60%
ASN
187
Advisory Services Network
Georgia
$3K
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$3K +$3.22K +376 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$2K
DA
190
Denali Advisors
California
$2K
First Manhattan
191
First Manhattan
New York
$2K
MI
192
Markston International
New York
$2K
OFW
193
Omnia Family Wealth
Florida
$2K
HR
194
Howe & Rusling
New York
$2K +$710 +83 +52%
SEI Investments
195
SEI Investments
Pennsylvania
$2K +$753 +88 +43%
PA
196
Parallel Advisors
California
$2K +$3.26K +381 +1,657%
WAM
197
Wealthspire Advisors (Maryland)
Maryland
$1K -$334 -39 -20%
AWM
198
AllSquare Wealth Management
New York
$1K
BWM
199
Baystate Wealth Management
Massachusetts
$1K
CFA
200
Carroll Financial Associates
North Carolina
$1K

ACCO Hedge Fund Activity: Q4 2018 in Review

227 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Acco Brands (ACCO) for Q4 2018, worth a combined $646M — down 42% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ACCO and 34 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 82 added.

The largest buyer was Bank of New York Mellon, adding an estimated $5.53M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, exiting entirely with an estimated $16.3M sold.

  • 227 institutional investors held Acco Brands (ACCO) as of Q4 2018, down from 231 in Q3 2018.
  • Funds reported $646M of Acco Brands stock for Q4 2018, down 42% quarter-over-quarter.
  • 34 funds opened new Acco Brands positions in Q4 2018 and 37 closed out, a net change of -3 holders.
  • The largest Acco Brands buyer in Q4 2018 was Bank of New York Mellon, an estimated $5.53M added.
  • The largest Acco Brands seller in Q4 2018 was Dalton, Greiner, Hartman, Maher & Co, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2018.