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Accenture

2,042 hedge funds and large institutions have $130B invested in Accenture in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 764 increasing their positions, 758 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 96

5% more capital invested

Capital invested by funds: $123B → $130B (+$6.6B)

5% more funds holding

Funds holding: 1,9422,042 (+100)

6% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $967M

1% more repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 758

0.76% less ownership

Funds ownership: 72.14%71.37% (-0.76%)

7% less funds holding in top 10

Funds holding in top 10: 110102 (-8)

Holders
2,042
Holders Change
+100
Holders Change %
+5.15%
% of All Funds
32.82%
Holding in Top 10
102
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.27%
% of All Funds
1.64%
New
232
Increased
764
Reduced
758
Closed
96
Calls
$1.02B
Puts
$967M
Net Calls
+$57.7M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1926
Financial Gravity Asset Management
Texas
$33.6K -$1.56M -5,644 -95%
EA
1927
Evolution Advisers
Virginia
$33K
EE
1928
EWG Elevate
California
$32.3K +$33.5K +121 New
VNA
1929
Valley National Advisers
Pennsylvania
$32K
FWM
1930
Focused Wealth Management
New York
$31.9K
GGI
1931
Godsey & Gibb Inc
Virginia
$30.7K -$138K -500 -81%
TSWM
1932
Tyler-Stone Wealth Management
Ohio
$30K -$3.6K -13 -10%
SC
1933
Schubert & Co
Texas
$29.4K -$6.92K -25 -19%
CTB
1934
Country Trust Bank
Illinois
$28.6K -$85.7K -310 -74%
MAWCM
1935
Mine & Arao Wealth Creation & Management
California
$28K
BWM
1936
Baystate Wealth Management
Massachusetts
$27K -$2.49K -9 -8%
DAC
1937
Dividend Assets Capital
South Carolina
$27K
SC
1938
Sierra Capital
Florida
$27K +$2.49K +9 +10%
BC
1939
Barrett & Company
Rhode Island
$26.7K
LWANC
1940
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K
MS
1941
Mizuho Securities
Japan
$26.7K +$27.7K +100 New
MPCL
1942
My Personal CFO LLC
Washington
$26.7K +$27.7K +100 New
TFGT
1943
TS Financial Group (TSFG)
Illinois
$26K +$277 +1 +1%
IRAG
1944
Investment Research & Advisory Group
Georgia
$25.9K
OLVIG
1945
Oliver Lagore Vanvalin Investment Group
Michigan
$25.6K +$4.98K +18 +23%
GM
1946
GeoWealth Management
Illinois
$25K -$28.8K -104 -53%
AWM
1947
Avior Wealth Management
Nebraska
$24.8K
AF
1948
Affiance Financial
Minnesota
$24.5K +$25.4K +92 New
LFA
1949
Legend Financial Advisors
Pennsylvania
$24.3K
MVIP
1950
Mar Vista Investment Partners
California
$24K

ACN Hedge Fund Activity: Q4 2022 in Review

2,042 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2022, worth a combined $130B — up 5.4% from $123B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new ACN positions and 96 closed out — a net gain of 136 holders — while 764 added to existing stakes and 758 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $598M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $611M sold.

  • 2,042 institutional investors held Accenture (ACN) as of Q4 2022, up from 1,942 in Q3 2022.
  • Funds reported $130B of Accenture stock for Q4 2022, up 5.4% quarter-over-quarter.
  • 232 funds opened new Accenture positions in Q4 2022 and 96 closed out, a net change of +136 holders.
  • The largest Accenture buyer in Q4 2022 was Morgan Stanley, an estimated $598M added.
  • The largest Accenture seller in Q4 2022 was Mackenzie Financial, an estimated $611M sold.

Based on aggregated 13F filings for Q4 2022.