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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
SMFS
1001
Squar Milner Financial Services
California
$628K +$90K +467 +14%
GI
1002
GS Investments
Minnesota
$625K +$738K +3,830 New
SXL
1003
Summit X LLC
Missouri
$625K +$203K +1,055 +38%
PWPS
1004
Pinnacle Wealth Planning Services
Ohio
$624K -$95K -493 -11%
GIM
1005
Goelzer Investment Management
Indiana
$624K -$67.4K -350 -8%
JA
1006
JVL Associates
Michigan
$623K
RCA
1007
Rowland Carmichael Advisors
Arizona
$620K -$122K -632 -14%
ST
1008
Spinnaker Trust
Maine
$617K +$729K +3,785 New
SACTSONJ
1009
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$604K
MCP
1010
Mirador Capital Partners
California
$598K
VLKIM
1011
Van Lanschot Kempen Investment Management
Netherlands
$597K +$11.8K +61 +2%
Lido Advisors
1012
Lido Advisors
California
$596K -$21.4K -111 -3%
MIAS
1013
Mason Investment Advisory Services
Virginia
$595K -$20.8K -108 -3%
BPB
1014
Badgley, Phelps & Bell
Washington
$592K -$2.12K -11 -0.3%
FAIM
1015
Financial Advocates Investment Management
Washington
$589K +$57.4K +298 +9%
MWM
1016
Modera Wealth Management
New Jersey
$586K -$2.7K -14 -0.4%
MWA
1017
Meridian Wealth Advisors
Texas
$585K -$92.5K -480 -12%
PP
1018
PagnatoKarp Partners
Virginia
$585K -$16.8K -87 -2%
IIA
1019
ICW Investment Advisors
Arizona
$581K +$104K +538 +18%
HWM
1020
Hohimer Wealth Management
Washington
$580K +$9.82K +51 +2%
PIG
1021
Pantheon Investment Group
California
$579K
ECM
1022
ExodusPoint Capital Management
New York
$577K +$680K +3,532 New
NI
1023
Nuance Investments
Missouri
$577K +$681K +3,533 New
RMCM
1024
Reynders McVeigh Capital Management
Massachusetts
$575K -$212K -1,103 -24%
EB
1025
Eastern Bank
Massachusetts
$570K +$327K +1,695 +94%

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.