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632 hedge funds and large institutions have $22.4B invested in Alcon in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

11% more call options, than puts

Call options by funds: $233M | Put options by funds: $210M

10% more capital invested

Capital invested by funds: $20.4B → $22.4B (+$2.05B)

2% more funds holding

Funds holding: 617632 (+15)

1.17% more ownership

Funds ownership: 49.78%50.96% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 213

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
632
Holders Change
+15
Holders Change %
+2.43%
% of All Funds
9.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
75
Increased
205
Reduced
213
Closed
52
Calls
$233M
Puts
$210M
Net Calls
+$22.7M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
401
Avidian Wealth Enterprises
Texas
$240K +$4.18K +49 +2%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$240K -$12.1K -142 -5%
CAM
403
Claret Asset Management
Quebec, Canada
$237K
HR
404
Hardy Reed
Mississippi
$232K +$222K +2,600 New
BC
405
Bridgefront Capital
Texas
$231K +$222K +2,598 New
LI
406
LRI Investments
Florida
$231K +$221K +2,592 New
SAM
407
Sawgrass Asset Management
Florida
$229K
CCA
408
Checchi Capital Advisers
California
$228K +$219K +2,563 New
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$227K +$1.2K +14 +0.6%
AL
410
Arnhold LLC
New York
$225K
HWM
411
HB Wealth Management
Georgia
$223K +$683 +8 +0.3%
RWM
412
Ritholtz Wealth Management
New York
$222K +$213K +2,496 New
IC
413
IEQ Capital
California
$220K +$211K +2,472 New
Wolverine Trading
414
Wolverine Trading
Illinois
$216K +$207K +2,423 New
Lido Advisors
415
Lido Advisors
California
$215K +$206K +2,414 New
PHS
416
Pekin Hardy Strauss
Illinois
$215K -$8.53K -100 -4%
ACM
417
Advisors Capital Management
New Jersey
$215K +$206K +2,417 New
VFA
418
Valeo Financial Advisors
Indiana
$214K -$15.7K -184 -7%
BC
419
Barrett & Company
Rhode Island
$214K +$205K +2,400 New
EI
420
Ethic Inc
New York
$213K +$204K +2,394 New
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$211K +$202K +2,369 New
PA
422
Parallel Advisors
California
$208K +$5.46K +64 +3%
MCM
423
Manchester Capital Management
Vermont
$206K
AC
424
Abbrea Capital
California
$205K +$196K +2,300 New
MG
425
Mather Group
Illinois
$205K +$1.11K +13 +0.5%

ALC Hedge Fund Activity: Q2 2024 in Review

632 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q2 2024, worth a combined $22.4B — up 10% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ALC positions and 52 closed out — a net gain of 23 holders — while 205 added to existing stakes and 213 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $1.21B. The largest seller was Wellington Management Group, cutting an estimated $401M.

  • 632 institutional investors held Alcon (ALC) as of Q2 2024, up from 617 in Q1 2024.
  • Funds reported $22.4B of Alcon stock for Q2 2024, up 10% quarter-over-quarter.
  • 75 funds opened new Alcon positions in Q2 2024 and 52 closed out, a net change of +23 holders.
  • The largest Alcon buyer in Q2 2024 was UBS AM, an estimated $1.21B added.
  • The largest Alcon seller in Q2 2024 was Wellington Management Group, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2024.