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584 hedge funds and large institutions have $14.6B invested in Alcon in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 147 increasing their positions, 228 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 86

2.25% more ownership

Funds ownership: 50.69%52.94% (+2.2%)

2% more funds holding

Funds holding: 574584 (+10)

1% more capital invested

Capital invested by funds: $14.4B → $14.6B (+$184M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

36% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 228

65% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $47.7M

Holders
584
Holders Change
+10
Holders Change %
+1.74%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
111
Increased
147
Reduced
228
Closed
86
Calls
$16.9M
Puts
$47.7M
Net Calls
-$30.8M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$18K -$47.1K -823 -71%
NFG
427
Next Financial Group
Texas
$18K -$6.93K -121 -27%
BWM
428
BerganKDV Wealth Management
Minnesota
$18K +$2.63K +46 +17%
CCA
429
Column Capital Advisors
Indiana
$18K +$18.8K +328 New
CHAM
430
Clear Harbor Asset Management
Connecticut
$17.1K +$17.3K +302 New
AWM
431
AllSquare Wealth Management
New York
$17K
SFSIG
432
San Francisco Sentry Investment Group
California
$16K -$3.95K -69 -20%
CI
433
CX Institutional
Indiana
$16K -$172 -3 -1%
POIA
434
Pin Oak Investment Advisors
Texas
$16K
TWA
435
TCI Wealth Advisors
Arizona
$16K +$1.77K +31 +12%
PA
436
Procyon Advisors
Connecticut
$16K +$15.8K +276 New
RWA
437
Ropes Wealth Advisors
Massachusetts
$15K -$12.9K -226 -46%
FNBOSM
438
First National Bank of South Miami
Florida
$15K
BB
439
Busey Bank
Illinois
$15K +$15.6K +273 New
GCM
440
Gables Capital Management
Florida
$14K -$22.9K -400 -61%
FIB
441
First Interstate Bank
Montana
$14K -$22.7K -396 -62%
BWA
442
BDO Wealth Advisors
Florida
$14K -$7.27K -127 -34%
PO
443
Private Ocean
California
$14K
GRP
444
Global Retirement Partners
California
$14K +$687 +12 +5%
AA
445
Argent Advisors
Louisiana
$14K +$13.8K +241 New
1832 Asset Management
446
1832 Asset Management
Ontario, Canada
$13K -$2.12K -37 -14%
BL
447
Balentine LLC
Georgia
$13K
MMG
448
Monetary Management Group
Missouri
$13K
TI
449
Truehand Inc
New Hampshire
$13K
HWA
450
Heritage Wealth Advisors
Virginia
$12.7K

ALC Hedge Fund Activity: Q4 2019 in Review

584 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2019, worth a combined $14.6B — up 1.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALC positions and 86 closed out — a net gain of 25 holders — while 147 added to existing stakes and 228 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $457M.

  • 584 institutional investors held Alcon (ALC) as of Q4 2019, up from 574 in Q3 2019.
  • Funds reported $14.6B of Alcon stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 111 funds opened new Alcon positions in Q4 2019 and 86 closed out, a net change of +25 holders.
  • The largest Alcon buyer in Q4 2019 was Capital Research Global Investors, an estimated $628M added.
  • The largest Alcon seller in Q4 2019 was Fidelity Investments, an estimated $457M sold.

Based on aggregated 13F filings for Q4 2019.