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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
UFF
1651
USA Financial Formulas
Michigan
-$144K -686 Closed
AA
1652
Argent Advisors
Louisiana
-$135K -655 Closed
LFA
1653
Lighthouse Financial Advisors
Maryland
-$129K -614 Closed
SAM
1654
Sycomore Asset Management
France
-$126K -600 Closed
SIC
1655
Samalin Investment Counsel
New York
-$125K -596 Closed
HWM
1656
Howard Wealth Management
Connecticut
-$122K -583 Closed
LPIC
1657
LeJeune Puetz Investment Counsel
Michigan
-$109K -517 Closed
ATFA
1658
All Terrain Financial Advisors
Minnesota
-$105K -500 Closed
MS
1659
Mizuho Securities
Japan
-$105K -500 Closed
TA
1660
TFG Advisers
Michigan
-$95K -455 Closed
CWA
1661
Capital Wealth Alliance
Arizona
-$75K -366 Closed
ONST
1662
Old North State Trust
North Carolina
-$75K -358 Closed
CH
1663
Canton Hathaway
Rhode Island
-$74K -352 Closed
IRAG
1664
Investment Research & Advisory Group
Georgia
-$73K -348 Closed
QAM
1665
QCI Asset Management
New York
-$69K -326 Closed
ACM
1666
Allred Capital Management
Texas
-$63.2K -300 Closed
RAM
1667
Riggs Asset Management
Pennsylvania
-$63K -299 Closed
FIB
1668
First Interstate Bank
Montana
-$58K -275 Closed
PA
1669
PSI Advisors
Florida
-$47K -226 Closed
IWA
1670
Intercontinental Wealth Advisors
Texas
-$45K -211 Closed
MSFP
1671
Mark Sheptoff Financial Planning
Connecticut
-$32K -150 Closed
TCWM
1672
Total Clarity Wealth Management
Illinois
-$26K -125 Closed
DTIM
1673
Danda Trouve Investment Management
Kansas
-$21K -100 Closed
AWMS
1674
Advocacy Wealth Management Services
Georgia
-$20K -96 Closed
THWM
1675
Taylor Hoffman Wealth Management
Virginia
-$20K -95 Closed

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.