We are live on ! Find out more
ALL icon

Allstate

733 hedge funds and large institutions have $19.4B invested in Allstate in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 219 increasing their positions, 321 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

1.58% more ownership

Funds ownership: 75.05%76.63% (+1.6%)

4% more capital invested

Capital invested by funds: $18.6B → $19.4B (+$778M)

0% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 67

2% less call options, than puts

Call options by funds: $83.7M | Put options by funds: $85.6M

2% less funds holding

Funds holding: 745733 (-12)

32% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 321

Holders
733
Holders Change
-12
Holders Change %
-1.61%
% of All Funds
21.17%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.66%
New
67
Increased
219
Reduced
321
Closed
67
Calls
$83.7M
Puts
$85.6M
Net Calls
-$1.9M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
551
Clifford Swan Investment Counsel
California
$315K
Rafferty Asset Management
552
Rafferty Asset Management
New York
$313K -$199K -3,701 -40%
EFS
553
Essex Financial Services
Connecticut
$312K -$4.34K -81 -1%
KIA
554
KCM Investment Advisors
California
$312K
IFS
555
Ifrah Financial Services
Arkansas
$310K -$6.76K -126 -2%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$306K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$304K -$4.24K -79 -1%
MC
558
Moors & Cabot
Massachusetts
$302K +$286K +5,336 New
SC
559
Savant Capital
Illinois
$299K -$536 -10 -0.2%
HPBT
560
High Point Bank & Trust
North Carolina
$298K
TCOV
561
Trust Company of Vermont
Vermont
$294K
ClearBridge Investments
562
ClearBridge Investments
New York
$294K +$181K +3,370 +184%
NI
563
Numeric Investors
Massachusetts
$294K +$279K +5,200 New
MBT
564
Montecito Bank & Trust
California
$292K
PAMG
565
Patton Albertson Miller Group
Tennessee
$291K +$276K +5,145 New
WTIM
566
Wilmington Trust Investment Management
Delaware
$290K -$166K -3,100 -38%
DAM
567
Delta Asset Management
Tennessee
$290K -$68.8K -1,283 -20%
HJA
568
Hugh Johnson Advisors
New York
$290K +$34K +633 +14%
WSFS
569
Wilmington Savings Fund Society
Delaware
$287K
PHS
570
Pekin Hardy Strauss
Illinois
$286K
RBC
571
Ronald Blue & Co
Georgia
$285K +$9.17K +171 +4%
CC
572
Cornerstone Capital
California
$283K
CIC
573
Cutler Investment Counsel
Oregon
$283K
SHA
574
Smith Hayes Advisers
Nebraska
$281K +$375 +7 +0.1%
FAAS
575
First Allied Advisory Services
California
$279K +$262K +4,887 New

ALL Hedge Fund Activity: Q1 2014 in Review

733 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q1 2014, worth a combined $19.4B — up 4.2% from $18.6B a quarter earlier.

Fund positioning in ALL was balanced in Q1 2014: 67 funds opened new positions, 67 closed out, 219 added to existing stakes and 321 trimmed.

The largest buyer was Franklin Resources, adding an estimated $285M. The largest seller was Principal Financial Group, cutting an estimated $118M.

  • 733 institutional investors held Allstate (ALL) as of Q1 2014, down from 745 in Q4 2013.
  • Funds reported $19.4B of Allstate stock for Q1 2014, up 4.2% quarter-over-quarter.
  • 67 funds opened new Allstate positions in Q1 2014 and 67 closed out, a net change of 0 holders.
  • The largest Allstate buyer in Q1 2014 was Franklin Resources, an estimated $285M added.
  • The largest Allstate seller in Q1 2014 was Principal Financial Group, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2014.