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Accenture

859 hedge funds and large institutions have $42.7B invested in Accenture in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 318 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 54

59% more call options, than puts

Call options by funds: $341M | Put options by funds: $214M

21% more funds holding in top 10

Funds holding in top 10: 3947 (+8)

12% more capital invested

Capital invested by funds: $38.1B → $42.7B (+$4.63B)

6% more funds holding

Funds holding: 813859 (+46)

1.36% more ownership

Funds ownership: 79.57%80.93% (+1.4%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 351

Holders
859
Holders Change
+46
Holders Change %
+5.66%
% of All Funds
24.93%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
1.36%
New
107
Increased
318
Reduced
351
Closed
54
Calls
$341M
Puts
$214M
Net Calls
+$127M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
826
Security National Trust
West Virginia
$21K
NC
827
Nicholas Company
Wisconsin
$19K
CCS
828
Crosspoint Capital Strategies
California
$19K +$17.5K +231 New
TFA
829
Transamerica Financial Advisors
Florida
$17K -$13.3K -176 -47%
BC
830
Bartlett & Co
Ohio
$17K
FWM
831
Focused Wealth Management
New York
$16K
LWM
832
LBA Wealth Management
Florida
$15K +$13.7K +181 New
AA
833
AlphaMark Advisors
Kentucky
$14K +$12.6K +166 New
KCPG
834
Kavar Capital Partners Group
Kansas
$14K +$12.9K +171 New
PAS
835
Partnervest Advisory Services
California
$13K -$2.27K -30 -16%
CA
836
CapWealth Advisors
Tennessee
$13K
BCI
837
Brinker Capital Investments
Pennsylvania
$13K +$681 +9 +6%
GI
838
Gradient Investments
Minnesota
$13K +$12.1K +160 New
MA
839
MCF Advisors
Kentucky
$12K
SFSIG
840
San Francisco Sentry Investment Group
California
$11K
EWM
841
Elite Wealth Management
Washington
$11K +$9.68K +128 New
LWA
842
Lenox Wealth Advisors
New York
$10K +$3.93K +52 +72%
WA
843
Waverly Advisors
Alabama
$10K +$8.85K +117 New
WF
844
WealthTrust Fairport
Ohio
$9K
TFO
845
Tarbox Family Office
California
$9K +$8.62K +114 New
HI
846
Hudock Inc
Pennsylvania
$8K +$7.56K +100 New
LFG
847
LifePlan Financial Group
Ohio
$8K +$7.56K +100 New
MFBTD
848
MB Financial Bank - Trust Department
Illinois
$8K +$7.56K +100 New
CHC
849
City Holding Co
West Virginia
$8K +$10.6K +140 New
DIA
850
Denver Investment Advisors
Colorado
$7.68K +$4.76M +62,907 +206%

ACN Hedge Fund Activity: Q4 2013 in Review

859 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2013, worth a combined $42.7B — up 12% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ACN positions and 54 closed out — a net gain of 53 holders — while 318 added to existing stakes and 351 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $375M. The largest seller was Fidelity Investments, cutting an estimated $559M.

  • 859 institutional investors held Accenture (ACN) as of Q4 2013, up from 813 in Q3 2013.
  • Funds reported $42.7B of Accenture stock for Q4 2013, up 12% quarter-over-quarter.
  • 107 funds opened new Accenture positions in Q4 2013 and 54 closed out, a net change of +53 holders.
  • The largest Accenture buyer in Q4 2013 was Wellington Management Group, an estimated $375M added.
  • The largest Accenture seller in Q4 2013 was Fidelity Investments, an estimated $559M sold.

Based on aggregated 13F filings for Q4 2013.