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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
CBT
1376
Central Bank & Trust
Kentucky
$90K
FMTCOCP
1377
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
FFC
1378
First Financial Corp
Indiana
$90K
HR
1379
Howe & Rusling
New York
$90K
AWA
1380
Arkadios Wealth Advisors
Georgia
$88.8K -$2.89K -15 -3%
AWM
1381
Atticus Wealth Management
Florida
$86K +$26K +135 +35%
MHR
1382
Matthew Hamilton Rosenberg
$83K +$97.7K +507 New
FCM
1383
Firestone Capital Management
Florida
$82K
LWM
1384
Liberty Wealth Management
California
$79K -$1.73K -9 -2%
PFGIA
1385
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$69.3K +360 +288%
IBOK
1386
Independence Bank of Kentucky
Kentucky
$77K
EI
1387
Ellevest Inc
New York
$77K +$41.8K +217 +84%
LFG
1388
Larson Financial Group
Missouri
$74K
AssetMark Inc
1389
AssetMark Inc
California
$73K +$19.8K +103 +30%
GAM
1390
Gemmer Asset Management
California
$72K +$19.3K +100 +30%
TF
1391
TimeScale Financial
Massachusetts
$71K -$35.8K -186 -30%
ETI
1392
Enterprise Trust & Investment
California
$69K
CFO
1393
CVA Family Office
Colorado
$69K +$81.9K +425 New
TIM
1394
Tortoise Investment Management
New York
$67K
EWM
1395
EPG Wealth Management
Georgia
$65K +$24.8K +129 +48%
SIAP
1396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
KFS
1397
Kelly Financial Services
Massachusetts
$62.2K
EWM
1398
Elmwood Wealth Management
California
$59.1K +$74.2K +385 New
O
1399
Ossiam
France
$58K -$126K -654 -65%
PCFFS
1400
Pacific Center for Financial Services
California
$57K

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.