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Accenture

1,240 hedge funds and large institutions have $74.1B invested in Accenture in 2017 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 403 increasing their positions, 489 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 52

17% more funds holding in top 10

Funds holding in top 10: 6070 (+10)

12% more capital invested

Capital invested by funds: $65.9B → $74.1B (+$8.2B)

11% more funds holding

Funds holding: 1,1171,240 (+123)

3.54% less ownership

Funds ownership: 78.94%75.4% (-3.5%)

18% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 489

41% less call options, than puts

Call options by funds: $311M | Put options by funds: $524M

Holders
1,240
Holders Change
+123
Holders Change %
+11.01%
% of All Funds
28.12%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.59%
New
180
Increased
403
Reduced
489
Closed
52
Calls
$311M
Puts
$524M
Net Calls
-$213M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1101
Paulson Wealth Management
Illinois
$158K +$150K +1,035 New
WEC
1102
Winslow Evans & Crocker
Massachusetts
$158K -$11K -76 -7%
AIP
1103
Almanack Investment Partners
Pennsylvania
$150K +$7.25K +50 +5%
MCM
1104
Manchester Capital Management
Vermont
$141K
CBT
1105
Central Bank & Trust
Kentucky
$139K
MCM
1106
McKinley Capital Management
Alaska
$138K -$89.9K -620 -41%
HR
1107
Howe & Rusling
New York
$136K
Carson Wealth (CWM LLC)
1108
Carson Wealth (CWM LLC)
Nebraska
$131K +$8.12K +56 +7%
AWM
1109
Aevitas Wealth Management
Massachusetts
$131K +$124K +855 New
TCM
1110
Tanaka Capital Management
New York
$129K -$16.2K -112 -12%
VCM
1111
Virtue Capital Management
Tennessee
$128K +$121K +835 New
WTB
1112
Washington Trust Bank
Washington
$123K -$23.9K -165 -17%
MBT
1113
Monroe Bank & Trust
Michigan
$119K +$113K +778 New
BWM
1114
Baystate Wealth Management
Massachusetts
$118K
BL
1115
Balentine LLC
Georgia
$114K +$2.9K +20 +3%
TWA
1116
TCI Wealth Advisors
Arizona
$111K
CFA
1117
Carroll Financial Associates
North Carolina
$109K
JCM
1118
Jacobi Capital Management
Pennsylvania
$108K -$6.81K -47 -6%
PCA
1119
Peddock Capital Advisors
Massachusetts
$107K
FNB
1120
Farmers National Bank
Kentucky
$107K +$102K +702 New
PMFA
1121
Plante Moran Financial Advisors
Michigan
$105K +$3.33K +23 +3%
APA
1122
American Portfolios Advisors
New York
$104K +$98.7K +681 New
TFA
1123
Toth Financial Advisory
Virginia
$103K +$97.5K +673 New
TCM
1124
Tradewinds Capital Management
Washington
$100K
GWS
1125
Glassman Wealth Services
Virginia
$93K +$435 +3 +0.5%

ACN Hedge Fund Activity: Q4 2017 in Review

1,240 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2017, worth a combined $74.1B — up 12% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new ACN positions and 52 closed out — a net gain of 128 holders — while 403 added to existing stakes and 489 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $398M. The largest seller was Wellington Management Group, cutting an estimated $314M.

  • 1,240 institutional investors held Accenture (ACN) as of Q4 2017, up from 1,117 in Q3 2017.
  • Funds reported $74.1B of Accenture stock for Q4 2017, up 12% quarter-over-quarter.
  • 180 funds opened new Accenture positions in Q4 2017 and 52 closed out, a net change of +128 holders.
  • The largest Accenture buyer in Q4 2017 was Amundi Asset Management US, an estimated $398M added.
  • The largest Accenture seller in Q4 2017 was Wellington Management Group, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2017.