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Accenture

2,135 hedge funds and large institutions have $146B invested in Accenture in 2023 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 871 increasing their positions, 806 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 100

10% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.03B

8% more repeat investments, than reductions

Existing positions increased: 871 | Existing positions reduced: 806

1% more funds holding

Funds holding: 2,1142,135 (+21)

0.57% less ownership

Funds ownership: 71.94%71.37% (-0.57%)

1% less capital invested

Capital invested by funds: $147B → $146B (-$1.77B)

2% less funds holding in top 10

Funds holding in top 10: 110108 (-2)

Holders
2,135
Holders Change
+21
Holders Change %
+0.99%
% of All Funds
33.88%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.71%
New
148
Increased
871
Reduced
806
Closed
100
Calls
$1.13B
Puts
$1.03B
Net Calls
+$108M
Net Calls Change
-$372M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
826
Walled Lake Planning & Wealth Management
Illinois
$3.6M +$17.3K +55 +0.5%
BFPW
827
BOK Financial Private Wealth
Colorado
$3.59M -$419K -1,331 -10%
VVP
828
Venture Visionary Partners
Ohio
$3.56M -$3.47K -11 -0.1%
BRWA
829
B. Riley Wealth Advisors
Florida
$3.55M +$174K +551 +5%
LS
830
Leelyn Smith
Illinois
$3.54M -$221K -701 -6%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$3.54M -$34.3K -109 -0.9%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$3.49M +$1.23M +3,902 +52%
GWM
833
Geneos Wealth Management
Colorado
$3.49M +$103K +328 +3%
GVAG
834
Great Valley Advisor Group
Delaware
$3.48M +$263K +836 +8%
SAMC
835
Spectrum Asset Management (California)
California
$3.47M -$75.6K -240 -2%
SS
836
Simplicity Solutions
Minnesota
$3.46M -$182K -579 -5%
BIM
837
Baldwin Investment Management
Pennsylvania
$3.45M -$129K -410 -4%
SWM
838
Spire Wealth Management
Virginia
$3.43M -$162K -514 -4%
WAM
839
Wolverine Asset Management
Illinois
$3.41M +$3.5M +11,107 New
MIC
840
MU Investments Company
Japan
$3.4M -$31.5K -100 -0.9%
MP
841
McDonald Partners
Ohio
$3.38M -$12.3K -39 -0.4%
WG
842
Winton Group
United Kingdom
$3.37M +$594K +1,885 +21%
BDS
843
Banco de Sabadell
Florida
$3.36M -$255K -810 -7%
LAS
844
Lloyd Advisory Services
Georgia
$3.35M +$3.44M +10,914 New
NG
845
Norden Group
Utah
$3.35M +$3.44M +10,914 New
RCIM
846
Red Cedar Investment Management
Michigan
$3.33M +$32.8K +104 +1%
SNB
847
Security National Bank
Nebraska
$3.33M +$49.2K +156 +1%
TWM
848
Tradition Wealth Management
Minnesota
$3.32M +$2.77M +8,795 +437%
DI
849
DAGCO Inc
Ohio
$3.31M +$3.42M +10,847 +215%
HI
850
Horizon Investments
North Carolina
$3.31M +$58K +184 +2%

ACN Hedge Fund Activity: Q3 2023 in Review

2,135 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q3 2023, worth a combined $146B — down 1.2% from $147B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new ACN positions and 100 closed out — a net gain of 48 holders — while 871 added to existing stakes and 806 trimmed.

The largest buyer was Barclays, adding an estimated $294M. The largest seller was T. Rowe Price Associates, cutting an estimated $616M.

  • 2,135 institutional investors held Accenture (ACN) as of Q3 2023, up from 2,114 in Q2 2023.
  • Funds reported $146B of Accenture stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 148 funds opened new Accenture positions in Q3 2023 and 100 closed out, a net change of +48 holders.
  • The largest Accenture buyer in Q3 2023 was Barclays, an estimated $294M added.
  • The largest Accenture seller in Q3 2023 was T. Rowe Price Associates, an estimated $616M sold.

Based on aggregated 13F filings for Q3 2023.