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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
DLCIG
976
D.L. Carlson Investment Group
New Hampshire
$698K -$110K -569 -12%
LOAMS
977
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K -$572K -2,971 -41%
LC
978
LCNB Corp
Ohio
$697K -$19.3K -100 -2%
PI
979
PFS Investments
Georgia
$690K +$488K +2,534 +150%
FFG
980
Fortem Financial Group
California
$689K -$10.4K -54 -1%
KMWM
981
Keudell/Morrison Wealth Management
Oregon
$686K +$74K +384 +10%
VVP
982
Venture Visionary Partners
Ohio
$682K +$30.6K +159 +4%
FCI
983
Financial Counselors Inc
Kansas
$680K -$35.1K -182 -4%
OGC
984
Oak Grove Capital
New Hampshire
$679K -$685K -3,555 -46%
SL
985
Stevard LLC
Illinois
$675K
JFGIW
986
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$673K +$54.3K +282 +7%
GWS
987
Glassman Wealth Services
Virginia
$671K -$7.32K -38 -0.9%
BWM
988
Buckley Wealth Management
Nevada
$665K +$267K +1,386 +52%
OCM
989
One Capital Management
California
$663K +$783K +4,063 New
GC
990
GFG Capital
Florida
$662K +$5.97K +31 +0.8%
DI
991
DAGCO Inc
Ohio
$657K +$121K +630 +19%
FSC
992
Full Sail Capital
Oklahoma
$656K -$225K -1,169 -25%
FFN
993
Focus Financial Network
Minnesota
$643K +$20.8K +108 +3%
HAG
994
HighPoint Advisor Group
Illinois
$639K +$42K +218 +6%
CFMC
995
Curbstone Financial Management Corp
New Hampshire
$637K -$9.63K -50 -1%
HCA
996
Harbour Capital Advisors
Virginia
$636K -$30.8K -160 -4%
FCM
997
Fairbanks Capital Management
California
$631K +$153K +793 +26%
PCA
998
Personal Capital Advisors
California
$629K -$67K -348 -8%
LCOV
999
London Company of Virginia
Virginia
$629K
PTC
1000
Private Trust Company
Ohio
$629K +$106K +551 +17%

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.