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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
MBTD
2076
Mechanics Bank - Trust Department
California
$207K -$38.7K -120 -17%
FFG
2077
Frisch Financial Group
New York
$207K +$190K +589 New
BCM
2078
Boltwood Capital Management
California
$206K +$190K +588 New
CRIG
2079
Charter Research & Investment Group
Connecticut
$206K +$189K +587 New
MPM
2080
Meritage Portfolio Management
Kansas
$205K +$189K +585 New
SCA
2081
Southern Capital Advisors
Tennessee
$205K +$188K +583 New
PPWM
2082
PFG Private Wealth Management
Florida
$203K +$108K +336 +138%
ACS
2083
Archford Capital Strategies
Illinois
$203K +$187K +579 New
FTC
2084
Farmers Trust Company
Ohio
$202K +$185K +575 New
HC
2085
Henshaw Capital
Massachusetts
$201K +$185K +574 New
VCM
2086
Versant Capital Management
Arizona
$198K -$4.84K -15 -3%
KFS
2087
Kelly Financial Services
Massachusetts
$193K +$15.8K +49 +10%
BGAI
2088
Bruce G. Allen Investments
Colorado
$192K +$177K +548 New
GWSA
2089
Global Wealth Strategies & Associates
Colorado
$187K
CSWM
2090
Cassady Schiller Wealth Management
Ohio
$186K
WPWM
2091
Western Pacific Wealth Management
Illinois
$184K -$5.8K -18 -3%
FCAS
2092
First Command Advisory Services
Texas
$179K +$19.3K +60 +13%
SWM
2093
Sugarloaf Wealth Management
Georgia
$179K +$6.77K +21 +4%
JWA
2094
JFS Wealth Advisors
Pennsylvania
$177K +$7.42K +23 +5%
BCP
2095
Blue Chip Partners
Michigan
$177K +$322 +1 +0.2%
GPFA
2096
Game Plan Financial Advisors
Ohio
$170K +$156K +485 New
NRG
2097
Nemes Rush Group
Michigan
$167K +$3.55K +11 +2%
EC
2098
EdgeRock Capital
Colorado
$164K +$141K +438 New
JSAM
2099
J. Safra Asset Management
New York
$162K +$7.74K +24 +5%
HDIM
2100
Hanson & Doremus Investment Management
Vermont
$161K +$21.9K +68 +17%

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.