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Accenture

2,311 hedge funds and large institutions have $173B invested in Accenture in 2023 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 863 increasing their positions, 865 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 300 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 108137 (+29)

18% more capital invested

Capital invested by funds: $146B → $173B (+$26.9B)

8% more funds holding

Funds holding: 2,1342,311 (+177)

7.12% more ownership

Funds ownership: 71.37%78.49% (+7.1%)

0% less repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 865

3% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.38B

Holders
2,311
Holders Change
+177
Holders Change %
+8.29%
% of All Funds
33.69%
Holding in Top 10
137
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.85%
% of All Funds
2%
New
300
Increased
863
Reduced
865
Closed
90
Calls
$1.33B
Puts
$1.38B
Net Calls
-$43.9M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
2051
First Commonwealth Financial Corp
Pennsylvania
$218K +$200K +620 New
BWM
2052
BlackDiamond Wealth Management
New York
$217K +$189K +587 New
RWM
2053
Rockline Wealth Management
New York
$217K +$200K +619 New
PFGIA
2054
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$13.2K -41 -6%
PPG
2055
Peak Planning Group
Colorado
$217K +$199K +618 New
BFIM
2056
Beese Fulmer Investment Management
Ohio
$217K +$199K +617 New
MAWA
2057
Moss Adams Wealth Advisors
Washington
$215K +$198K +613 New
TAM
2058
Titleist Asset Management
Texas
$215K +$197K +612 New
ZIG
2059
Zuckerman Investment Group
Illinois
$214K -$201K -623 -51%
OPPS
2060
Obsidian Personal Planning Solutions
Maryland
$213K +$196K +608 New
CWG
2061
Crown Wealth Group
North Carolina
$212K +$195K +605 New
CMP
2062
Coston McIsaac & Partners
Maine
$212K +$6.77K +21 +4%
SFG
2063
Summit Financial Group
West Virginia
$212K -$36.4K -113 -16%
6F
2064
626 Financial
Michigan
$212K +$194K +603 New
CSIA
2065
Charles Schwab Investment Advisory
California
$212K +$194K +603 New
WWMSC
2066
Wagner Wealth Management (South Carolina)
South Carolina
$212K +$194K +603 New
SVCP
2067
Silicon Valley Capital Partners
California
$211K +$645 +2 +0.3%
ABLA
2068
Alan B. Lancz & Associates
Ohio
$211K +$193K +600 New
EDRIA
2069
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$181K +560 New
JIP
2070
Jaffetilchin Investment Partners
Florida
$210K +$193K +599 New
WWP
2071
Waypoint Wealth Partners
California
$209K +$192K +596 New
TA
2072
TrueWealth Advisors
Alabama
$209K -$19.7K -61 -9%
CBA
2073
Coastal Bridge Advisors
Connecticut
$208K +$191K +593 New
BEAM
2074
Baker Ellis Asset Management
Washington
$207K +$190K +590 New
LWM
2075
Lyell Wealth Management
California
$207K +$190K +590 New

ACN Hedge Fund Activity: Q4 2023 in Review

2,311 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2023, worth a combined $173B — up 18% from $146B a quarter earlier.

Buyers outnumbered sellers: 300 funds opened new ACN positions and 90 closed out — a net gain of 210 holders — while 863 added to existing stakes and 865 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.13B. The largest seller was T. Rowe Price Associates, cutting an estimated $447M.

  • 2,311 institutional investors held Accenture (ACN) as of Q4 2023, up from 2,134 in Q3 2023.
  • Funds reported $173B of Accenture stock for Q4 2023, up 18% quarter-over-quarter.
  • 300 funds opened new Accenture positions in Q4 2023 and 90 closed out, a net change of +210 holders.
  • The largest Accenture buyer in Q4 2023 was Morgan Stanley, an estimated $5.13B added.
  • The largest Accenture seller in Q4 2023 was T. Rowe Price Associates, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2023.