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586 hedge funds and large institutions have $16.4B invested in Alcon in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 127 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

36% more call options, than puts

Call options by funds: $242M | Put options by funds: $178M

23% more capital invested

Capital invested by funds: $13.3B → $16.4B (+$3.11B)

5% more funds holding

Funds holding: 558586 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.11% less ownership

Funds ownership: 46.55%45.44% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 236

Holders
586
Holders Change
+28
Holders Change %
+5.02%
% of All Funds
9.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
100
Increased
127
Reduced
236
Closed
59
Calls
$242M
Puts
$178M
Net Calls
+$64.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
501
Lumature Wealth Partners
Georgia
$6.17K -$829 -13 -13%
FWM
502
Focused Wealth Management
New York
$6.11K
CSWM
503
Cassady Schiller Wealth Management
Ohio
$5.96K +$5.55K +87 New
CWC
504
Carolinas Wealth Consulting
North Carolina
$5.83K +$5.42K +85 New
AA
505
Addison Advisors
Vermont
$5.69K +$5.29K +83 New
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.48K
MSCM
507
McElhenny Sheffield Capital Management
Texas
$5.48K +$5.1K +80 New
SWM
508
Sugarloaf Wealth Management
Georgia
$5.35K +$3.25K +51 +189%
MTIC
509
Missouri Trust & Investment Company
Missouri
$5K
TSWM
510
Tyler-Stone Wealth Management
Ohio
$5K
CQS
511
Credential Qtrade Securities
$4.93K
GI
512
Gradient Investments
Minnesota
$4.59K -$4.34K -68 -50%
BWL
513
Bogart Wealth LLC
Virginia
$4.18K +$510 +8 +15%
FNBOSM
514
First National Bank of South Miami
Florida
$4K -$13.6K -213 -78%
HWA
515
HHM Wealth Advisors
Tennessee
$3.63K +$3.38K +53 New
BWM
516
BerganKDV Wealth Management
Minnesota
$3.43K
BWAM
517
Boyd Watterson Asset Management
Ohio
$3.15K +$2.93K +46 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.08K
LFG
519
Larson Financial Group
Missouri
$3.02K
LJHT
520
Laurie J. Hall Trustee
$3K -$9.57K -150 -79%
FRA
521
Front Row Advisors
California
$3K
HBW
522
Hazlett, Burt & Watson
West Virginia
$3K
TFA
523
Transamerica Financial Advisors
Florida
$3K
TC
524
Trust Company
Kansas
$3K
MFA
525
McClarren Financial Advisors
Pennsylvania
$3K +$128 +2 +5%

ALC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2022, worth a combined $16.4B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ALC positions and 59 closed out — a net gain of 41 holders — while 127 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $254M sold.

  • 586 institutional investors held Alcon (ALC) as of Q4 2022, up from 558 in Q3 2022.
  • Funds reported $16.4B of Alcon stock for Q4 2022, up 23% quarter-over-quarter.
  • 100 funds opened new Alcon positions in Q4 2022 and 59 closed out, a net change of +41 holders.
  • The largest Alcon buyer in Q4 2022 was Wellington Management Group, an estimated $159M added.
  • The largest Alcon seller in Q4 2022 was Mackenzie Financial, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2022.