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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
OIA
1276
OneDigital Investment Advisors
Kansas
$233K +$38.5K +200 +16%
FWCM
1277
Ferguson Wellman Capital Management
Oregon
$232K -$495K -2,568 -64%
AWM
1278
Altavista Wealth Management
North Carolina
$232K +$32.7K +170 +14%
CMO
1279
Covenant Multifamily Offices
Texas
$231K -$3.67M -19,038 -93%
PGA
1280
Portland Global Advisors
Maine
$231K -$36K -187 -12%
ATIA
1281
American Trust Investment Advisors
New Hampshire
$231K
PWM
1282
Perigon Wealth Management
California
$230K +$249K +1,294 New
ZB
1283
Zions Bancorporation
Utah
$227K -$85.5K -444 -24%
OL
1284
Optas LLC
Texas
$227K +$268K +1,393 New
IWP
1285
Insight Wealth Partners
Texas
$226K
TA
1286
Trellis Advisors
Washington
$224K -$24.5K -127 -8%
PWA
1287
Providence Wealth Advisors
Illinois
$223K
FFWA
1288
FRG Family Wealth Advisors
Washington
$223K +$9.63K +50 +4%
RWM
1289
Ritholtz Wealth Management
New York
$223K +$263K +1,367 New
BCM
1290
Beck Capital Management
Texas
$222K
AFAS
1291
Acorn Financial Advisory Services
Virginia
$221K +$261K +1,355 New
BL
1292
Balentine LLC
Georgia
$220K -$58K -301 -18%
AAMA
1293
Advanced Asset Management Advisors
Ohio
$220K
KS
1294
Karpas Strategies
Connecticut
$220K
WEC
1295
Winslow Evans & Crocker
Massachusetts
$220K +$35.8K +186 +16%
P
1296
Pitcairn
Pennsylvania
$219K -$42K -218 -14%
FM
1297
Family Management
New York
$219K -$11.9K -62 -4%
AI
1298
Accredited Investors
Minnesota
$219K
WLPWM
1299
Walled Lake Planning & Wealth Management
Illinois
$218K
AAS
1300
Annex Advisory Services
Wisconsin
$218K +$6.93K +36 +3%

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.