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Allstate

745 hedge funds and large institutions have $18.6B invested in Allstate in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 233 increasing their positions, 313 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 42

6% more capital invested

Capital invested by funds: $17.6B → $18.6B (+$1.03B)

5% more funds holding

Funds holding: 708745 (+37)

0.09% less ownership

Funds ownership: 75.14%75.05% (-0.09%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

26% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 313

32% less call options, than puts

Call options by funds: $62M | Put options by funds: $90.8M

Holders
745
Holders Change
+37
Holders Change %
+5.23%
% of All Funds
21.63%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.49%
New
85
Increased
233
Reduced
313
Closed
42
Calls
$62M
Puts
$90.8M
Net Calls
-$28.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
726
Parasol Investment Management
Illinois
$10K +$9.81K +184 New
CCM
727
Chilton Capital Management
Texas
$9.27K
WF
728
WealthTrust Fairport
Ohio
$9K
UB
729
UMB Bank
Missouri
$8.57K +$279K +5,235 +3%
PFSC
730
Peoples Financial Services Corp
Pennsylvania
$7K +$6.72K +126 New
CA
731
CapWealth Advisors
Tennessee
$6K
RFS
732
Rockefeller Financial Services
New York
$5K -$29.6K -556 -85%
AF
733
Arrow Financial
New York
$5K
BOK
734
Bank of Kentucky
Kentucky
$5K
JAM
735
Jolley Asset Management
North Carolina
$5K
LFR
736
Lehman Financial Resources
Pennsylvania
$5K
MFBTD
737
MB Financial Bank - Trust Department
Illinois
$5K
PR
738
Payden & Rygel
California
$5K
KCPG
739
Kavar Capital Partners Group
Kansas
$5K +$4.96K +93 New
SHWM
740
Smith & Howard Wealth Management
Georgia
$4K
EWM
741
Elite Wealth Management
Washington
$3K -$1.78M -33,315 -100%
FAM
742
Formidable Asset Management
Ohio
$3K
JFA
743
JNBA Financial Advisors
Minnesota
$2K
S
744
SignatureFD
Georgia
$1K
PFG
745
Piershale Financial Group
Illinois
$1K +$1.01K +19 New
MRCM
746
M&R Capital Management
New Jersey
$511 -$16K -300 -3%
FPCG
747
Fort Pitt Capital Group
Pennsylvania
$500
Viking Global Investors
748
Viking Global Investors
Connecticut
-$120M -2,378,974 Closed
RIM
749
Rainier Investment Management
Washington
-$28.5M -564,480 Closed
WA
750
Wasatch Advisors
Utah
-$14.1M -279,187 Closed

ALL Hedge Fund Activity: Q4 2013 in Review

745 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q4 2013, worth a combined $18.6B — up 5.9% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ALL positions and 42 closed out — a net gain of 43 holders — while 233 added to existing stakes and 313 trimmed.

The largest buyer was Boston Partners, adding an estimated $89.8M. The largest seller was Viking Global Investors, exiting entirely with an estimated $120M sold.

  • 745 institutional investors held Allstate (ALL) as of Q4 2013, up from 708 in Q3 2013.
  • Funds reported $18.6B of Allstate stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 85 funds opened new Allstate positions in Q4 2013 and 42 closed out, a net change of +43 holders.
  • The largest Allstate buyer in Q4 2013 was Boston Partners, an estimated $89.8M added.
  • The largest Allstate seller in Q4 2013 was Viking Global Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2013.