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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
GD
1326
Grandfield & Dodd
New York
$202K +$49.1K +255 +26%
LS
1327
Leelyn Smith
Illinois
$196K -$34.9K -181 -13%
OIA
1328
Optimum Investment Advisors
Illinois
$186K -$201K -1,046 -48%
BBA
1329
Braun-Bostich & Associates
Pennsylvania
$185K
BFC
1330
Bedel Financial Consulting
Indiana
$182K +$771 +4 +0.4%
GSWM
1331
Golden State Wealth Management
California
$179K +$211K +1,095 New
BEAM
1332
Baker Ellis Asset Management
Washington
$178K -$28.7K -149 -12%
TI
1333
Truehand Inc
New Hampshire
$177K
RCA
1334
Ranch Capital Advisors
Florida
$169K +$61.8K +321 +45%
KTC
1335
Kistler-Tiffany Companies
Pennsylvania
$165K -$151K -782 -50%
CWP
1336
CFM Wealth Partners
Texas
$164K +$194K +1,006 New
CG
1337
Cutler Group
California
$163K +$193K +1,003 New
SFSIG
1338
San Francisco Sentry Investment Group
California
$159K -$17.9K -93 -9%
BWM
1339
Baystate Wealth Management
Massachusetts
$156K +$9.63K +50 +6%
Cohen & Steers
1340
Cohen & Steers
New York
$152K
CAM
1341
CenterStar Asset Management
Illinois
$149K
CAN
1342
Claraphi Advisory Network
United States
$144K +$169K +878 New
PAA
1343
Peregrine Asset Advisers
Oregon
$142K -$24.1K -125 -13%
TCM
1344
Tanaka Capital Management
New York
$141K -$5.01K -26 -3%
RA
1345
Rational Advisors
New York
$140K -$566K -2,938 -77%
FBT
1346
First Bank & Trust
South Dakota
$135K -$64.9K -337 -29%
CII
1347
Capital International Inc
California
$133K +$1.73K +9 +1%
QCMC
1348
Quantum Capital Management (California)
California
$132K -$963 -5 -0.6%
CC
1349
Cognios Capital
Kansas
$132K +$156K +812 New
IUHSA
1350
Itau Unibanco Holding S.A.
Brazil
$131K -$26.2K -136 -15%

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.