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Accenture

2,114 hedge funds and large institutions have $147B invested in Accenture in 2023 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 900 increasing their positions, 750 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 101

51% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $947M

20% more repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 750

9% more capital invested

Capital invested by funds: $135B → $147B (+$12B)

3% more funds holding

Funds holding: 2,0622,114 (+52)

0.41% more ownership

Funds ownership: 71.53%71.94% (+0.41%)

8% less funds holding in top 10

Funds holding in top 10: 120110 (-10)

Holders
2,114
Holders Change
+52
Holders Change %
+2.52%
% of All Funds
33.19%
Holding in Top 10
110
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.33%
% of All Funds
1.73%
New
173
Increased
900
Reduced
750
Closed
101
Calls
$1.43B
Puts
$947M
Net Calls
+$480M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1401
Institute for Wealth Management
Colorado
$630K -$44.2K -152 -7%
Fisher Asset Management
1402
Fisher Asset Management
Washington
$630K -$171K -587 -22%
ARG
1403
Advisory Resource Group
Oklahoma
$629K -$35.5K -122 -6%
AWP
1404
Accretive Wealth Partners
New Jersey
$628K +$36.3K +125 +7%
HCC
1405
Hirtle Callaghan & Co
Pennsylvania
$627K -$70.3K -242 -11%
BZWA
1406
Blue Zone Wealth Advisors
California
$627K +$23.5K +81 +4%
CWP
1407
Curated Wealth Partners
California
$626K +$20.6K +71 +4%
KIA
1408
KLR Investment Advisors
Rhode Island
$624K +$65.1K +224 +12%
MCM
1409
Magnolia Capital Management
New York
$621K
TWM
1410
Tradition Wealth Management
Minnesota
$621K +$2.62K +9 +0.4%
RIA
1411
Regal Investment Advisors
Michigan
$621K +$12.8K +44 +2%
LJAC
1412
L.J. Altfest & Co
New York
$620K -$5.23K -18 -0.9%
SSWG
1413
Seven Springs Wealth Group
Tennessee
$617K
CP
1414
Camelot Portfolios
Ohio
$617K
CCG
1415
Ceeto Capital Group
Florida
$617K +$145K +500 +33%
TWM
1416
Tolleson Wealth Management
Texas
$617K +$581K +2,000 New
KCM
1417
KRS Capital Management
Michigan
$616K +$5.81K +20 +1%
CFO
1418
CVA Family Office
Colorado
$611K +$96.8K +333 +20%
LT
1419
Legacy Trust
Michigan
$610K -$30.8K -106 -5%
CP
1420
Castleview Partners
Texas
$610K -$9.59K -33 -2%
GWANC
1421
Guardian Wealth Advisors (North Carolina)
North Carolina
$609K +$79K +272 +16%
XT
1422
XTX Topco
Cayman Islands
$609K +$573K +1,973 New
HCM
1423
Highview Capital Management
Illinois
$607K
NRC
1424
New Republic Capital
North Carolina
$606K +$31.7K +109 +6%
CFMC
1425
Curbstone Financial Management Corp
New Hampshire
$605K

ACN Hedge Fund Activity: Q2 2023 in Review

2,114 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q2 2023, worth a combined $147B — up 8.9% from $135B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new ACN positions and 101 closed out — a net gain of 72 holders — while 900 added to existing stakes and 750 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $643M. The largest seller was D.E. Shaw & Co, cutting an estimated $378M.

  • 2,114 institutional investors held Accenture (ACN) as of Q2 2023, up from 2,062 in Q1 2023.
  • Funds reported $147B of Accenture stock for Q2 2023, up 8.9% quarter-over-quarter.
  • 173 funds opened new Accenture positions in Q2 2023 and 101 closed out, a net change of +72 holders.
  • The largest Accenture buyer in Q2 2023 was JP Morgan Chase, an estimated $643M added.
  • The largest Accenture seller in Q2 2023 was D.E. Shaw & Co, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2023.