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Acco Brands

213 hedge funds and large institutions have $668M invested in Acco Brands in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

9% more funds holding

Funds holding: 195213 (+18)

1.05% more ownership

Funds ownership: 86.3%87.35% (+1%)

2% less capital invested

Capital invested by funds: $682M → $668M (-$14.1M)

35% less call options, than puts

Call options by funds: $657K | Put options by funds: $1.01M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
213
Holders Change
+18
Holders Change %
+9.23%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
70
Reduced
56
Closed
20
Calls
$657K
Puts
$1.01M
Net Calls
-$351K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$6K +$763 +92 +15%
TWA
177
TCI Wealth Advisors
Arizona
$5K
UB
178
UMB Bank
Missouri
$5K
PK
179
Pflug Koory
Nebraska
$4K
QCG
180
Quadrant Capital Group
Ohio
$2K -$2.53K -305 -61%
EI
181
Ellevest Inc
New York
$2K -$2.04K -246 -47%
FPS
182
Fieldpoint Private Securities
Connecticut
$2K
MAM
183
McCarthy Asset Management
California
$2K
BC
184
Bartlett & Co
Ohio
$2K +$1.56K +188 New
ACM
185
Aquatic Capital Management
Illinois
$2K +$1.66K +200 New
CFFP
186
Center for Financial Planning
Michigan
$2K +$2.12K +256 New
FFA
187
Fairfield Financial Advisors
Massachusetts
$1.6K +$1.66K +200 New
BCWM
188
Bartlett & Co Wealth Management
Ohio
$1.5K +$1.56K +188 New
Macquarie Group
189
Macquarie Group
Australia
$1.2K
GWM
190
Geneos Wealth Management
Colorado
$1K -$33K -3,975 -94%
IA
191
IFP Advisors
Florida
$1K -$25 -3 -12%
AWM
192
AllSquare Wealth Management
New York
$1K
CAM
193
ClariVest Asset Management
California
$1K
FF
194
FourThought Financial
Florida
$1K
PFA
195
Professional Financial Advisors
Nebraska
$1K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1K +$572 +69 New
DHGWA
197
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$788 +95 New
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.24K +150 New
PP
199
PFS Partners
New Jersey
$16
AC
200
Armistice Capital
New York
-$4.13M -500,000 Closed