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
SA
701
SRH Advisors
Kansas
$15K
SFSIG
702
San Francisco Sentry Investment Group
California
$15K +$54 +1 +0.4%
MUMSS
703
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K +$13.9K +260 New
NIM
704
NuWave Investment Management
New Jersey
$14K -$269K -5,019 -95%
VNB
705
Valley National Bancorp
New York
$14K
TWA
706
TCI Wealth Advisors
Arizona
$13K
FAM
707
Fred Alger Management
New York
$12K -$8.96K -167 -45%
CHC
708
City Holding Co
West Virginia
$11K
GAM
709
Gemmer Asset Management
California
$11K +$10.8K +202 New
RIA
710
Regal Investment Advisors
Michigan
$10K -$5.36K -100 -35%
AC
711
Alexandria Capital
Virginia
$10K
CWM
712
Cranbrook Wealth Management
Michigan
$10K
HFM
713
Hartford Financial Management
Connecticut
$10K
PIM
714
Parasol Investment Management
Illinois
$10K
CG
715
Colony Group
Massachusetts
$9K +$8.42K +157 New
FCCM
716
First City Capital Management
Georgia
$8.49K +$8.05K +150 New
WA
717
Waverly Advisors
Alabama
$7K -$193K -3,600 -96%
HR
718
Howe & Rusling
New York
$7K -$11.5K -215 -64%
PFSC
719
Peoples Financial Services Corp
Pennsylvania
$7K
SFG
720
Sage Financial Group
Pennsylvania
$7K +$7.08K +132 New
AF
721
Arrow Financial
New York
$6K
BOK
722
Bank of Kentucky
Kentucky
$6K
CA
723
CapWealth Advisors
Tennessee
$6K
JAM
724
Jolley Asset Management
North Carolina
$6K
AWM
725
Avior Wealth Management
Nebraska
$6K +$5.42K +101 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.