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Accenture

2,061 hedge funds and large institutions have $135B invested in Accenture in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 889 increasing their positions, 716 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 109

37% more call options, than puts

Call options by funds: $1.18B | Put options by funds: $864M

24% more repeat investments, than reductions

Existing positions increased: 889 | Existing positions reduced: 716

18% more funds holding in top 10

Funds holding in top 10: 102120 (+18)

5% more capital invested

Capital invested by funds: $130B → $135B (+$5.85B)

1% more funds holding

Funds holding: 2,0412,061 (+20)

0.16% more ownership

Funds ownership: 71.37%71.53% (+0.16%)

Holders
2,061
Holders Change
+20
Holders Change %
+0.98%
% of All Funds
32.84%
Holding in Top 10
120
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.65%
% of All Funds
1.91%
New
172
Increased
889
Reduced
716
Closed
109
Calls
$1.18B
Puts
$864M
Net Calls
+$317M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
TNA
1301
True North Advisors
Texas
$750K +$16.1K +59 +2%
FWA
1302
FSM Wealth Advisors
Ohio
$748K +$11.2K +41 +2%
LAM
1303
Lakewood Asset Management
Illinois
$747K +$273 +1 +0%
ADL
1304
Asset Dedication LLC
California
$745K +$25.6K +94 +4%
EFS
1305
Essex Financial Services
Connecticut
$743K -$13.4K -49 -2%
CWM
1306
Concentric Wealth Management
California
$743K
AWM
1307
Angeles Wealth Management
California
$733K -$10.4K -38 -1%
KWM
1308
Kolinsky Wealth Management
New Jersey
$729K -$161K -592 -19%
GA
1309
Geller Advisors
New York
$726K +$123K +453 +22%
SRAM
1310
Spouting Rock Asset Management
Pennsylvania
$725K +$691K +2,535 New
CWM
1311
Circle Wealth Management
New Jersey
$723K +$3.54K +13 +0.5%
SL
1312
Stevard LLC
Illinois
$720K
HJIM
1313
Henry James International Management
New York
$719K
TA
1314
Tectonic Advisors
Texas
$712K -$71.4K -262 -10%
JWM
1315
JGP Wealth Management
Oregon
$707K -$2.73K -10 -0.4%
IAM
1316
Innovis Asset Management
Illinois
$707K
KMWM
1317
Keudell/Morrison Wealth Management
Oregon
$706K -$40.9K -150 -6%
FA
1318
Fountainhead AM
New Jersey
$701K +$545 +2 +0.1%
WP
1319
Woodline Partners
California
$701K -$2.1M -7,718 -76%
RMAM
1320
Raab & Moskowitz Asset Management
New Jersey
$696K -$77.1K -283 -10%
PG
1321
Patten Group
Tennessee
$696K -$25.9K -95 -4%
AC
1322
Allstate Corporation
Illinois
$692K -$5.42M -19,879 -89%
BFA
1323
BMS Financial Advisors
South Dakota
$691K +$30.8K +113 +5%
DFG
1324
Delta Financial Group
New Jersey
$690K
DC
1325
DeDora Capital
California
$690K -$76.6K -281 -10%

ACN Hedge Fund Activity: Q1 2023 in Review

2,061 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q1 2023, worth a combined $135B — up 4.5% from $130B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ACN positions and 109 closed out — a net gain of 63 holders — while 889 added to existing stakes and 716 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $609M. The largest seller was WCM Investment Management, cutting an estimated $478M.

  • 2,061 institutional investors held Accenture (ACN) as of Q1 2023, up from 2,041 in Q4 2022.
  • Funds reported $135B of Accenture stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 172 funds opened new Accenture positions in Q1 2023 and 109 closed out, a net change of +63 holders.
  • The largest Accenture buyer in Q1 2023 was Mackenzie Financial, an estimated $609M added.
  • The largest Accenture seller in Q1 2023 was WCM Investment Management, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2023.