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Accenture

1,521 hedge funds and large institutions have $77.8B invested in Accenture in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 595 increasing their positions, 618 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 72.93%74.74% (+1.8%)

8% more call options, than puts

Call options by funds: $447M | Put options by funds: $415M

4% less repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 618

4% less funds holding

Funds holding: 1,5861,521 (-65)

10% less funds holding in top 10

Funds holding in top 10: 10090 (-10)

23% less capital invested

Capital invested by funds: $101B → $77.8B (-$23B)

27% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 166

Holders
1,521
Holders Change
-65
Holders Change %
-4.1%
% of All Funds
33.51%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.98%
New
122
Increased
595
Reduced
618
Closed
166
Calls
$447M
Puts
$415M
Net Calls
+$31.2M
Net Calls Change
+$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
951
Integrated Wealth Concepts
Massachusetts
$757K +$341K +1,772 +62%
DADC
952
D.A. Davidson & Co
Montana
$755K -$54.7K -284 -6%
GJCM
953
Grand Jean Capital Management
California
$751K +$9.63K +50 +1%
RG
954
Rikoon Group
New Mexico
$750K +$16.2K +84 +2%
CWM
955
Confluence Wealth Management
Oregon
$747K -$56.4K -293 -6%
FG
956
Fiduciary Group
Georgia
$744K -$56.8K -295 -6%
GT
957
Glenview Trust
Kentucky
$740K -$4.62K -24 -0.5%
BFC
958
Blue Fin Capital
Rhode Island
$738K +$130K +676 +18%
LBC
959
Lowe Brockenbrough & Co
Virginia
$734K -$9.44K -49 -1%
BFO
960
Boston Family Office
Massachusetts
$733K -$27.9K -145 -3%
CAMG
961
CWA Asset Management Group
Florida
$728K +$398K +2,066 +86%
BOH
962
Bank of Hawaii
Hawaii
$726K +$107K +557 +14%
TAM
963
Tocqueville Asset Management
New York
$722K -$266K -1,380 -24%
WA
964
Wealth Alliance
New York
$719K +$848K +4,402 New
OAM
965
Origin Asset Management
United Kingdom
$718K -$1.44M -7,500 -63%
ANRIA
966
American National Registered Investment Advisor
Texas
$714K
BBA
967
BLB&B Advisors
Pennsylvania
$707K -$5.2K -27 -0.6%
CEP
968
Chicago Equity Partners
Illinois
$705K +$23.1K +120 +3%
RC
969
Reik & Co
New York
$704K +$12.5K +65 +2%
SSG
970
Summit Securities Group
New York
$702K +$308K +1,600 +59%
1W
971
1776 Wealth
Georgia
$702K +$399K +2,070 +126%
LSAG
972
Lake Street Advisors Group
New Hampshire
$701K +$140K +726 +20%
HB
973
Horizon Bancorp
Indiana
$700K -$84.8K -440 -9%
V
974
VeraBank
Texas
$699K
VLC
975
Van Leeuwen & Company
New Jersey
$698K -$473K -2,456 -36%

ACN Hedge Fund Activity: Q1 2020 in Review

1,521 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q1 2020, worth a combined $77.8B — down 23% from $101B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of ACN and 122 opened new positions — a net loss of 44 holders — while 618 trimmed existing stakes and 595 added.

The largest buyer was Charles Schwab, adding an estimated $331M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $360M sold.

  • 1,521 institutional investors held Accenture (ACN) as of Q1 2020, down from 1,586 in Q4 2019.
  • Funds reported $77.8B of Accenture stock for Q1 2020, down 23% quarter-over-quarter.
  • 122 funds opened new Accenture positions in Q1 2020 and 166 closed out, a net change of -44 holders.
  • The largest Accenture buyer in Q1 2020 was Charles Schwab, an estimated $331M added.
  • The largest Accenture seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2020.