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Accenture

1,362 hedge funds and large institutions have $66.1B invested in Accenture in 2018 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 480 increasing their positions, 530 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 97

4% more funds holding

Funds holding: 1,3151,362 (+47)

0.23% less ownership

Funds ownership: 74.72%74.49% (-0.23%)

1% less call options, than puts

Call options by funds: $322M | Put options by funds: $325M

9% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 530

18% less funds holding in top 10

Funds holding in top 10: 7662 (-14)

19% less capital invested

Capital invested by funds: $81.2B → $66.1B (-$15.1B)

Holders
1,362
Holders Change
+47
Holders Change %
+3.57%
% of All Funds
30.34%
Holding in Top 10
62
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-18.42%
% of All Funds
1.38%
New
157
Increased
480
Reduced
530
Closed
97
Calls
$322M
Puts
$325M
Net Calls
-$2.74M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1201
Kore Private Wealth
New York
$116K +$130K +823 New
AssetMark Inc
1202
AssetMark Inc
California
$114K +$6.17K +39 +5%
BWA
1203
Burt Wealth Advisors
Maryland
$113K
WTB
1204
Washington Trust Bank
Washington
$113K +$1.11K +7 +0.9%
AIC
1205
Ameritas Investment Company
Nebraska
$113K +$127K +803 New
SC
1206
Sawyer & Company
Massachusetts
$112K
AWM
1207
Aevitas Wealth Management
Massachusetts
$111K +$316 +2 +0.3%
LC
1208
Lindbrook Capital
California
$110K +$125K +787 New
DWM
1209
Destination Wealth Management
California
$107K +$7.12K +45 +6%
CIAS
1210
Capital Investment Advisory Services
North Carolina
$107K +$120K +761 New
FBT
1211
First Bank & Trust
South Dakota
$104K +$14.2K +90 +14%
GT
1212
Glenmede Trust
Pennsylvania
$104K +$4.69M +29,640 +4%
LFG
1213
LifePlan Financial Group
Ohio
$103K
OFW
1214
Omnia Family Wealth
Florida
$102K +$44.5K +281 +63%
DWA
1215
Dougherty Wealth Advisers
Minnesota
$102K +$104K +658 New
PCA
1216
Peddock Capital Advisors
Massachusetts
$98K
SNT
1217
Security National Trust
West Virginia
$98K
FFC
1218
First Financial Corp
Indiana
$96K -$23.7K -150 -18%
DWM
1219
Doyle Wealth Management
Florida
$96K +$107K +679 New
SFSIG
1220
San Francisco Sentry Investment Group
California
$93K +$62.5K +395 +148%
TFA
1221
Toth Financial Advisory
Virginia
$86K -$10.3K -65 -10%
GWS
1222
Glassman Wealth Services
Virginia
$86K +$633 +4 +0.7%
BAMCO Inc
1223
BAMCO Inc
New York
$84K +$4.59K +29 +5%
IWA
1224
Intercontinental Wealth Advisors
Texas
$82K +$91.9K +581 New
TWA
1225
TCI Wealth Advisors
Arizona
$81K -$1.58K -10 -2%

ACN Hedge Fund Activity: Q4 2018 in Review

1,362 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2018, worth a combined $66.1B — down 19% from $81.2B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new ACN positions and 97 closed out — a net gain of 60 holders — while 480 added to existing stakes and 530 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $351M. The largest seller was Capital International Investors, cutting an estimated $477M.

  • 1,362 institutional investors held Accenture (ACN) as of Q4 2018, up from 1,315 in Q3 2018.
  • Funds reported $66.1B of Accenture stock for Q4 2018, down 19% quarter-over-quarter.
  • 157 funds opened new Accenture positions in Q4 2018 and 97 closed out, a net change of +60 holders.
  • The largest Accenture buyer in Q4 2018 was Fidelity Investments, an estimated $351M added.
  • The largest Accenture seller in Q4 2018 was Capital International Investors, an estimated $477M sold.

Based on aggregated 13F filings for Q4 2018.