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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
BEI
1026
Benjamin Edwards Inc
Missouri
$568K +$548K +2,843 +446%
CWA
1027
Clarus Wealth Advisors
Arizona
$567K -$1.35K -7 -0.2%
SFG
1028
SevenBridge Financial Group
Pennsylvania
$564K
FC
1029
Ferris Capital
Massachusetts
$561K -$7.9K -41 -1%
WP
1030
WMS Partners
Maryland
$561K -$1.16K -6 -0.2%
AP
1031
Arlington Partners
Alabama
$561K +$610K +3,169 +1,191%
TCBWMS
1032
Texas Capital Bank Wealth Management Services
Texas
$560K +$25K +130 +4%
MCM
1033
Maryland Capital Management
Maryland
$559K -$86.5K -449 -12%
RT
1034
Rockland Trust
Massachusetts
$559K +$43.9K +228 +7%
NSAM
1035
North Star Asset Management
Wisconsin
$554K -$84K -436 -11%
AIA
1036
Angeles Investment Advisors
California
$549K +$574K +2,980 New
PTP
1037
Platform Technology Partners
New York
$547K +$186K +967 +41%
ECM
1038
Evergreen Capital Management
Washington
$546K -$471K -2,445 -42%
ATC
1039
Adirondack Trust Company
New York
$545K
ERIM
1040
Eagle Ridge Investment Management
Connecticut
$543K -$6.55K -34 -1%
MGIM
1041
M&G Investment Management
United Kingdom
$541K -$95.2K -494 -13%
AC
1042
Avestar Capital
New York
$540K +$637K +3,309 New
LWA
1043
LWS Wealth Advisors
New Jersey
$539K +$193 +1 +0%
QT
1044
Quantbot Technologies
New York
$538K +$635K +3,298 New
CAAS
1045
Capital Asset Advisory Services
Michigan
$537K +$197K +1,023 +53%
MS
1046
Maven Securities
Jersey
$537K +$634K +3,292 New
PIA
1047
Pinion Investment Advisors
Kansas
$532K +$288K +1,495 +85%
EWM
1048
Evermay Wealth Management
Virginia
$531K
BOM
1049
Bank of Marin
California
$529K
AIM
1050
Anchor Investment Management
South Carolina
$526K +$90.7K +471 +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.