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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
CA
526
Crewe Advisors
Utah
$3K +$2.92K +51 New
APWM
527
Atlas Private Wealth Management
New York
$3K +$3.09K +54 New
SWM
528
Sugarloaf Wealth Management
Georgia
$3K +$3.15K +55 New
AWA
529
Arkadios Wealth Advisors
Georgia
$2.43K +$2.23K +39 New
PMFA
530
Plante Moran Financial Advisors
Michigan
$2K -$9.34K -163 -81%
HR
531
Howe & Rusling
New York
$2K -$2.18K -38 -50%
GAM
532
Gemmer Asset Management
California
$2K -$57 -1 -3%
BEI
533
Benjamin Edwards Inc
Missouri
$2K
BCM
534
Blume Capital Management
California
$2K
CB
535
Community Bank
New York
$2K
FRA
536
Front Row Advisors
California
$2K
HCM
537
Highlander Capital Management
New Jersey
$2K
SBL
538
Sargent Bickham Lagudis
Colorado
$2K
TF
539
TimeScale Financial
Massachusetts
$2K
TFGT
540
TS Financial Group (TSFG)
Illinois
$2K
TCM
541
Tradewinds Capital Management
Washington
$2K +$286 +5 +15%
IFAM
542
Institutional & Family Asset Management
Colorado
$2K +$859 +15 +58%
WB
543
West Bancorporation
Iowa
$2K +$2.23K +39 New
MAWCM
544
Mine & Arao Wealth Creation & Management
California
$2K +$2.29K +40 New
EWP
545
Engrave Wealth Partners
Texas
$2K +$2.75K +48 New
TPWA
546
TRUE Private Wealth Advisors
Oregon
$2K +$2.75K +48 New
CFG
547
Citizens Financial Group
Rhode Island
$1K -$4.47K -78 -75%
HGWM
548
Harvest Group Wealth Management
Massachusetts
$1K -$1.89K -33 -60%
PCFFS
549
Pacific Center for Financial Services
California
$1K -$1.43K -25 -50%
BCA
550
Bray Capital Advisors
Florida
$1K -$573 -10 -29%

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.