Allstate
739 hedge funds and large institutions have $20B invested in Allstate in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 320 reducing their positions, and 41 closing their positions.
34% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 41
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
2% more capital invested
Capital invested by funds: $19.6B → $20B (+$441M)
1% more funds holding
Funds holding: 733 → 739 (+6)
8% less call options, than puts
Call options by funds: $55.8M | Put options by funds: $60.4M
1.42% less ownership
Funds ownership: 76.83% → 75.41% (-1.4%)
31% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 320
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$214M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$94.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$52.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$46.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$373M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$89M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$82.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$56.1M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$41.8M |
ALL Hedge Fund Activity: Q3 2014 in Review
739 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q3 2014, worth a combined $20B — up 2.2% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ALL positions and 41 closed out — a net gain of 14 holders — while 221 added to existing stakes and 320 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $214M. The largest seller was T. Rowe Price Associates, cutting an estimated $373M.
- 739 institutional investors held Allstate (ALL) as of Q3 2014, up from 733 in Q2 2014.
- Funds reported $20B of Allstate stock for Q3 2014, up 2.2% quarter-over-quarter.
- 55 funds opened new Allstate positions in Q3 2014 and 41 closed out, a net change of +14 holders.
- The largest Allstate buyer in Q3 2014 was Morgan Stanley, an estimated $214M added.
- The largest Allstate seller in Q3 2014 was T. Rowe Price Associates, an estimated $373M sold.
Based on aggregated 13F filings for Q3 2014.