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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
CTA
726
Chesley Taft & Associates
Illinois
$477K
GVAG
727
Great Valley Advisor Group
Delaware
$476K +$3.65K +28 +0.8%
CT
728
Chicago Trust
Illinois
$475K +$30.6K +235 +7%
LFA
729
Legacy Financial Advisors
Kentucky
$471K +$11.9K +91 +3%
PMSA
730
Patrick M. Sweeney & Associates
Illinois
$471K +$439K +3,367 New
JF
731
Jump Financial
Illinois
$470K -$717K -5,499 -62%
I
732
InceptionR
California
$470K -$468K -3,592 -52%
AC
733
Apella Capital
Connecticut
$469K +$6.13K +47 +2%
AWM
734
Aries Wealth Management
Maine
$467K
NIMI
735
Natixis Investment Managers International
France
$466K -$67.2K -515 -13%
WPC
736
Wedmont Private Capital
Pennsylvania
$466K +$407K +3,120 New
BW
737
Bison Wealth
Georgia
$466K -$13.4K -103 -3%
CCA
738
Checchi Capital Advisers
California
$464K +$39.2K +301 +10%
OIA
739
Optimum Investment Advisors
Illinois
$464K -$193K -1,482 -31%
WJWM
740
Williams Jones Wealth Management
New York
$462K
PWM
741
Prentice Wealth Management
New York
$459K +$16.2K +124 +4%
SWM
742
Spire Wealth Management
Virginia
$458K -$26.2K -201 -6%
NIM
743
NEOS Investment Management
Connecticut
$458K +$131K +1,002 +44%
TPCW
744
TD Private Client Wealth
New York
$456K -$8.87K -68 -2%
BMC
745
Beaton Management Company
Massachusetts
$456K
OIA
746
OneDigital Investment Advisors
Kansas
$456K +$61K +468 +17%
PRI
747
Prepared Retirement Institute
Pennsylvania
$455K +$423K +3,247 New
DWA
748
Douglass Winthrop Advisors
New York
$453K
CGL
749
Clarius Group LLC
Washington
$453K +$16.6K +127 +4%
NHT
750
New Hampshire Trust
New Hampshire
$452K -$10.7K -82 -2%

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.