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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
PA
1301
Procyon Advisors
Connecticut
$216K -$31.2K -162 -11%
BMO
1302
Beck Mack & Oliver
New York
$215K +$12.7K +66 +5%
AP
1303
Americana Partners
Texas
$215K +$85.7K +445 +51%
AWE
1304
Avidian Wealth Enterprises
Texas
$214K +$9.44K +49 +4%
CWS
1305
Cypress Wealth Services
California
$213K +$14.1K +73 +6%
CCM
1306
Colorado Capital Management
Colorado
$212K -$16.2K -84 -6%
TNB
1307
Thomasville National Bank
Georgia
$212K -$4.24K -22 -2%
FMII
1308
Farmers & Merchants Investments Inc
Nebraska
$212K +$963 +5 +0.4%
KFP
1309
KMG Fiduciary Partners
Ohio
$212K +$26.4K +137 +12%
SFG
1310
SNS Financial Group
Minnesota
$211K -$4.82K -25 -2%
PFSC
1311
Peoples Financial Services Corp
Pennsylvania
$211K
CA
1312
Calton & Associates
Florida
$210K +$10.4K +54 +4%
TA
1313
Tiedemann Advisors
New York
$209K -$5.97K -31 -2%
AFM
1314
Andesa Financial Management
Pennsylvania
$208K -$1.93K -10 -0.8%
VFA
1315
Valeo Financial Advisors
Indiana
$208K +$127K +658 +129%
NICM
1316
Neo Ivy Capital Management
New York
$208K +$245K +1,272 New
CCA
1317
Cobblestone Capital Advisors
New York
$207K -$385 -2 -0.2%
MFG
1318
Merit Financial Group
Georgia
$206K -$160K -833 -40%
SIM
1319
SSI Investment Management
California
$206K -$2.7K -14 -1%
JFA
1320
JNBA Financial Advisors
Minnesota
$206K
OSAM
1321
O'Shaughnessy Asset Management
Connecticut
$204K -$1.01M -5,267 -81%
BFM
1322
Boothbay Fund Management
New York
$204K -$102K -528 -30%
SCM
1323
Stonebridge Capital Management
California
$204K
OFG
1324
Oxford Financial Group
Indiana
$204K +$241K +1,250 New
AIM
1325
Axiom Investment Management
New York
$203K +$11.8K +61 +5%

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.