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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
GTAM
1351
Global Trust Asset Management
Florida
$130K +$146K +759 +15,180%
TFA
1352
Toth Financial Advisory
Virginia
$128K +$37.6K +195 +33%
TWA
1353
TCI Wealth Advisors
Arizona
$127K -$69.3K -360 -32%
FRA
1354
Front Row Advisors
California
$124K +$18.9K +98 +17%
CCA
1355
Column Capital Advisors
Indiana
$123K +$29.5K +153 +25%
OFG
1356
OmniStar Financial Group
North Carolina
$122K -$131K -680 -48%
EP
1357
Eudaimonia Partners
Tennessee
$121K +$59.5K +309 +72%
BCA
1358
Berman Capital Advisors
Georgia
$120K -$97.7K -507 -41%
LFG
1359
LifePlan Financial Group
Ohio
$119K
HIM
1360
Hillsdale Investment Management
Ontario, Canada
$111K +$963 +5 +0.7%
SNT
1361
Security National Trust
West Virginia
$110K +$5.78K +30 +5%
GEA
1362
Glen Eagle Advisors
New Jersey
$110K +$5.78K +30 +5%
PWMG
1363
Prestige Wealth Management Group
New Jersey
$109K +$120K +621 +1,350%
BWA
1364
Burt Wealth Advisors
Maryland
$108K +$12.1K +63 +11%
DWA
1365
Dougherty Wealth Advisers
Minnesota
$107K
NIM
1366
NuWave Investment Management
New Jersey
$107K +$2.31K +12 +2%
AIC
1367
Ameritas Investment Company
Nebraska
$105K +$64.5K +335 +103%
PFO
1368
Pathstone Family Office
New Jersey
$100K +$39.7K +206 +51%
SC
1369
Sawyer & Company
Massachusetts
$99K
GRP
1370
Global Retirement Partners
California
$98K +$44.3K +230 +62%
GSC
1371
G&S Capital
Colorado
$97K -$3.81M -19,773 -97%
LC
1372
Lindbrook Capital
California
$97K -$62.8K -326 -35%
APC
1373
Aspire Private Capital
North Carolina
$92K -$3.27K -17 -3%
PO
1374
Private Ocean
California
$92K
EWM
1375
Edge Wealth Management
New York
$90K -$65.1M -338,071 -100%

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.