We are live on ! Find out more
ACN icon

Accenture

1,585 hedge funds and large institutions have $101B invested in Accenture in 2019 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 561 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $91.4B → $101B (+$9.34B)

8% more funds holding

Funds holding: 1,4671,585 (+118)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

2% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 571

7% less call options, than puts

Call options by funds: $697M | Put options by funds: $751M

1.87% less ownership

Funds ownership: 74.8%72.93% (-1.9%)

Holders
1,585
Holders Change
+118
Holders Change %
+8.04%
% of All Funds
31.23%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.97%
New
211
Increased
561
Reduced
571
Closed
71
Calls
$697M
Puts
$751M
Net Calls
-$54M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Calton & Associates
Florida
$260K +$35.9K +184 +18%
RWB
1302
RMR Wealth Builders
New Jersey
$260K +$241K +1,237 New
FWM
1303
Frontier Wealth Management
Missouri
$259K -$81.3K -417 -25%
VAG
1304
VisionPoint Advisory Group
Texas
$259K -$6.63K -34 -3%
CWS
1305
Cypress Wealth Services
California
$259K +$2.53K +13 +1%
BOPW
1306
Brandywine Oak Private Wealth
Pennsylvania
$259K +$22.8K +117 +10%
OIA
1307
OneDigital Investment Advisors
Kansas
$258K -$13.3K -68 -5%
B
1308
Bridgeworth
Alabama
$258K +$390 +2 +0.2%
WC
1309
Westhampton Capital
North Carolina
$257K
BSB
1310
Bangor Savings Bank
Maine
$255K -$98K -503 -29%
TP
1311
Tranquility Partners
Tennessee
$253K
RA
1312
RFG Advisory
Alabama
$253K +$234K +1,200 New
WBG
1313
Wharton Business Group
Pennsylvania
$253K +$234K +1,200 New
AIM
1314
Axiom Investment Management
New York
$252K -$152K -780 -40%
WAM
1315
Weiss Asset Management
Massachusetts
$252K -$42.1K -216 -15%
CST
1316
Charles Schwab Trust
Nevada
$252K +$3.9K +20 +2%
MOS
1317
MGO One Seven
Ohio
$252K +$234K +1,199 New
BBA
1318
Braun-Bostich & Associates
Pennsylvania
$251K -$79.7K -409 -25%
FSA
1319
Franklin Street Advisors
North Carolina
$251K -$4.48K -23 -2%
AWM
1320
Apollon Wealth Management
South Carolina
$251K +$3.7K +19 +2%
EGA
1321
E&G Advisors
Texas
$250K
LJHT
1322
Laurie J. Hall Trustee
$250K +$7.02K +36 +3%
HC
1323
Hamilton Capital
Ohio
$247K -$41.3K -212 -15%
SPI
1324
Santori & Peters Inc
Pennsylvania
$247K
MGWM
1325
Marks Group Wealth Management
Minnesota
$246K +$227K +1,165 New

ACN Hedge Fund Activity: Q4 2019 in Review

1,585 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2019, worth a combined $101B — up 10% from $91.4B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new ACN positions and 71 closed out — a net gain of 140 holders — while 561 added to existing stakes and 571 trimmed.

The largest buyer was UBS AM, adding an estimated $230M. The largest seller was Capital World Investors, cutting an estimated $291M.

  • 1,585 institutional investors held Accenture (ACN) as of Q4 2019, up from 1,467 in Q3 2019.
  • Funds reported $101B of Accenture stock for Q4 2019, up 10% quarter-over-quarter.
  • 211 funds opened new Accenture positions in Q4 2019 and 71 closed out, a net change of +140 holders.
  • The largest Accenture buyer in Q4 2019 was UBS AM, an estimated $230M added.
  • The largest Accenture seller in Q4 2019 was Capital World Investors, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2019.