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Accenture

1,080 hedge funds and large institutions have $60.6B invested in Accenture in 2017 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 420 increasing their positions, 419 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

4% more capital invested

Capital invested by funds: $58.2B → $60.6B (+$2.34B)

0.9% more ownership

Funds ownership: 78.37%79.27% (+0.9%)

1% more funds holding

Funds holding: 1,0741,080 (+6)

0% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 419

10% less funds holding in top 10

Funds holding in top 10: 5146 (-5)

42% less call options, than puts

Call options by funds: $229M | Put options by funds: $396M

Holders
1,080
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
26.93%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
1.15%
New
81
Increased
420
Reduced
419
Closed
62
Calls
$229M
Puts
$396M
Net Calls
-$167M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
1026
First Interstate Bank
Montana
$34K
SIAP
1027
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K +$10.4K +85 +46%
BWA
1028
BDO Wealth Advisors
Florida
$30K +$29.8K +245 New
AF
1029
Allworth Financial
California
$29K
JAM
1030
Jolley Asset Management
North Carolina
$28K
KF
1031
Krilogy Financial
Missouri
$28K +$10.1K +83 +59%
AssetMark Inc
1032
AssetMark Inc
California
$28K +$11.3K +93 +70%
HMS
1033
Hanseatic Management Services
New Mexico
$27K +$1.95K +16 +8%
FWM
1034
Focused Wealth Management
New York
$27K +$12.2K +100 +84%
PA
1035
Perennial Advisors
New York
$27K +$26.4K +217 New
SIA
1036
SeaBridge Investment Advisors
New Jersey
$26K -$172K -1,415 -87%
MLFP
1037
MPS Loria Financial Planners
Illinois
$26K +$24.4K +200 New
HCM
1038
Highlander Capital Management
New Jersey
$25K
RBC
1039
Roble Belko & Company
Pennsylvania
$24K -$8.16K -67 -26%
TDC
1040
Thompson Davis & Co
Virginia
$22K +$731 +6 +4%
SFSIG
1041
San Francisco Sentry Investment Group
California
$22K +$21.8K +179 New
CFA
1042
Camarda Financial Advisors
Florida
$21K +$21K +172 New
TFO
1043
Tarbox Family Office
California
$20K
VNA
1044
Valley National Advisers
Pennsylvania
$20K
EWM
1045
Endurance Wealth Management
Rhode Island
$19K
MA
1046
MCF Advisors
Kentucky
$19K
WIM
1047
Westside Investment Management
California
$15.9K
MPWT
1048
MassMutual Private Wealth & Trust
Connecticut
$15.8K -$5.48K -45 -26%
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$15K
MCIA
1050
Mountain Capital Investment Advisors
Colorado
$15K +$14.4K +118 New

ACN Hedge Fund Activity: Q2 2017 in Review

1,080 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q2 2017, worth a combined $60.6B — up 4% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ACN positions and 62 closed out — a net gain of 19 holders — while 420 added to existing stakes and 419 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $333M. The largest seller was Fidelity Investments, cutting an estimated $289M.

  • 1,080 institutional investors held Accenture (ACN) as of Q2 2017, up from 1,074 in Q1 2017.
  • Funds reported $60.6B of Accenture stock for Q2 2017, up 4% quarter-over-quarter.
  • 81 funds opened new Accenture positions in Q2 2017 and 62 closed out, a net change of +19 holders.
  • The largest Accenture buyer in Q2 2017 was JP Morgan Chase, an estimated $333M added.
  • The largest Accenture seller in Q2 2017 was Fidelity Investments, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2017.