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Allstate

1,243 hedge funds and large institutions have $28.7B invested in Allstate in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 335 increasing their positions, 453 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 74

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

27% more capital invested

Capital invested by funds: $22.5B → $28.7B (+$6.17B)

15% more call options, than puts

Call options by funds: $300M | Put options by funds: $260M

14% more funds holding

Funds holding: 1,0901,243 (+153)

1.17% more ownership

Funds ownership: 77.12%78.29% (+1.2%)

26% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 453

Holders
1,243
Holders Change
+153
Holders Change %
+14.04%
% of All Funds
18.12%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.26%
New
245
Increased
335
Reduced
453
Closed
74
Calls
$300M
Puts
$260M
Net Calls
+$40.1M
Net Calls Change
+$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
701
Heritage Investment Group
Florida
$525K
VFA
702
Valeo Financial Advisors
Indiana
$521K +$116K +890 +31%
BAMF
703
BI Asset Management Fondsmaeglerselskab
Denmark
$521K
DCM
704
Dudley Capital Management
Virginia
$517K
AWM
705
Avior Wealth Management
Nebraska
$516K -$150K -1,148 -24%
NFG
706
Nadler Financial Group
Illinois
$513K -$14.3K -110 -3%
Focus Partners Wealth
707
Focus Partners Wealth
Massachusetts
$513K +$478K +3,666 New
AWS
708
Atria Wealth Solutions
New York
$512K -$71.5K -548 -13%
SAG
709
SageView Advisory Group
California
$510K +$425K +3,257 New
NAS
710
Nicolet Advisory Services
Wisconsin
$508K -$1.17K -9 -0.3%
CI
711
CX Institutional
Indiana
$508K -$64.8K -497 -12%
GLA
712
Good Life Advisors
Pennsylvania
$507K +$130 +1 +0%
WIA
713
Wetzel Investment Advisors
Indiana
$504K +$470K +3,602 New
BOS
714
Bank of Stockton
California
$503K -$6.52K -50 -2%
IAMOG
715
Investors Asset Management of Georgia
Georgia
$501K -$52.2K -400 -10%
SC
716
SouthState Corp
Florida
$496K
IBOK
717
Independence Bank of Kentucky
Kentucky
$493K -$32.6K -250 -7%
GM
718
GeoWealth Management
Illinois
$493K +$459K +3,521 New
EIP
719
Epoch Investment Partners
New York
$492K -$389K -2,985 -46%
CSIC
720
Clifford Swan Investment Counsel
California
$492K
AC
721
AlphaCore Capital
California
$492K -$6.26K -48 -1%
AFG
722
Allegheny Financial Group
Pennsylvania
$488K +$1.96K +15 +0.4%
HI
723
Hoey Investments
Pennsylvania
$487K -$83.3K -639 -16%
AIA
724
Angeles Investment Advisors
California
$486K +$3.39K +26 +0.8%
AG
725
AlTi Global
New York
$484K +$448K +3,435 New

ALL Hedge Fund Activity: Q4 2023 in Review

1,243 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q4 2023, worth a combined $28.7B — up 27% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new ALL positions and 74 closed out — a net gain of 171 holders — while 335 added to existing stakes and 453 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $536M. The largest seller was BlackRock, cutting an estimated $265M.

  • 1,243 institutional investors held Allstate (ALL) as of Q4 2023, up from 1,090 in Q3 2023.
  • Funds reported $28.7B of Allstate stock for Q4 2023, up 27% quarter-over-quarter.
  • 245 funds opened new Allstate positions in Q4 2023 and 74 closed out, a net change of +171 holders.
  • The largest Allstate buyer in Q4 2023 was Morgan Stanley, an estimated $536M added.
  • The largest Allstate seller in Q4 2023 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2023.