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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
FIM
1051
Fernwood Investment Management
Massachusetts
$524K
HC
1052
Henshaw Capital
Massachusetts
$523K -$432K -2,241 -41%
CWM
1053
Circle Wealth Management
New Jersey
$521K +$239K +1,243 +64%
FMBTD
1054
First Midwest Bank Trust Division
Illinois
$518K -$6.93K -36 -1%
BAMCO Inc
1055
BAMCO Inc
New York
$513K +$229K +1,191 +61%
IIC
1056
Integrated Investment Consultants
Michigan
$510K
FFA
1057
First Foundation Advisors
California
$507K +$74.7K +388 +14%
BDWM
1058
Brewin Dolphin Wealth Management
Ireland
$506K +$19.3K +100 +3%
BFA
1059
Beaumont Financial Advisors
Massachusetts
$506K +$48.9K +254 +9%
MBT
1060
Montecito Bank & Trust
California
$504K
VC
1061
Veracity Capital
Georgia
$501K -$51.6K -268 -8%
GA
1062
Geller Advisors
New York
$500K +$404K +2,097 +218%
CRIG
1063
Charter Research & Investment Group
Connecticut
$498K -$963K -5,000 -62%
CPA
1064
Clear Perspective Advisors
Illinois
$497K +$116K +601 +25%
CFA
1065
CWS Financial Advisors
Michigan
$494K
IAA
1066
Independent Advisor Alliance
North Carolina
$492K -$166K -862 -22%
CL
1067
CIM LLC
New York
$492K +$46.2K +240 +9%
FMLI
1068
Fukoku Mutual Life Insurance
Japan
$490K -$655K -3,400 -53%
HPC
1069
Hobart Private Capital
North Carolina
$488K +$59.1K +307 +11%
RMAM
1070
Raab & Moskowitz Asset Management
New Jersey
$484K -$37.6K -195 -6%
AIM
1071
Alhambra Investment Management
Florida
$484K
TW
1072
TrinityPoint Wealth
Connecticut
$482K -$95K -493 -14%
OPPTF
1073
OPSEU Pension Plan Trust Fund
Ontario, Canada
$481K +$582K +3,022 New
AFWM
1074
AMJ Financial Wealth Management
Virginia
$480K -$52K -270 -8%
CC
1075
Chicago Capital
Illinois
$480K

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.