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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
POIA
476
Pin Oak Investment Advisors
Texas
$48K +$2.13K +25 +5%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$47.5K
MA
478
Montag & Associates
Georgia
$46.8K
OC
479
Oakworth Capital
Alabama
$43.6K
BCWM
480
Bartlett & Co Wealth Management
Ohio
$42.7K
CTC
481
Central Trust Company
Missouri
$41.6K -$171 -2 -0.4%
KFI
482
Key Financial Inc
Pennsylvania
$41.1K
NS
483
NBC Securities
Alabama
$40K -$4.86K -57 -11%
OA
484
Operose Advisors
Wisconsin
$39.1K
DCP
485
DSM Capital Partners
Florida
$38.4K -$26.9K -315 -42%
LWANC
486
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K
SWM
487
Spire Wealth Management
Virginia
$37.8K -$2.3K -27 -6%
ITIM
488
Indiana Trust & Investment Management
Indiana
$36.9K +$939 +11 +3%
KFS
489
Kelly Financial Services
Massachusetts
$36.4K +$85 +1 +0.2%
CAS
490
Coppell Advisory Solutions
Texas
$34.7K +$33.2K +389 New
RIL
491
Rothschild Investment LLC
Illinois
$34K +$16.3K +191 +101%
EWP
492
Elevation Wealth Partners
California
$33K
SC
493
SouthState Corp
Florida
$32.7K -$2.9K -34 -9%
GWM
494
Geneos Wealth Management
Colorado
$30.6K -$3.41K -40 -10%
GLR
495
Great Lakes Retirement
Ohio
$30.4K -$294K -3,442 -91%
AT
496
Avalon Trust
New Mexico
$26.7K
BF
497
BOK Financial
Oklahoma
$26.2K -$13.4K -157 -35%
IFAM
498
Institutional & Family Asset Management
Colorado
$25.7K -$11.3K -133 -32%
GI
499
GAMMA Investing
California
$24.5K
AWM
500
AllSquare Wealth Management
New York
$24.4K

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.