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Allstate

999 hedge funds and large institutions have $24.5B invested in Allstate in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 310 increasing their positions, 388 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 65

13% more capital invested

Capital invested by funds: $21.7B → $24.5B (+$2.81B)

2% more funds holding

Funds holding: 978999 (+21)

1.82% more ownership

Funds ownership: 76.66%78.48% (+1.8%)

9% more call options, than puts

Call options by funds: $161M | Put options by funds: $148M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

20% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 388

Holders
999
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
21.62%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
99
Increased
310
Reduced
388
Closed
65
Calls
$161M
Puts
$148M
Net Calls
+$13.4M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
751
Wedbush Securities
California
$237K -$18.4K -203 -7%
WPC
752
Waters Parkerson & Co
Louisiana
$237K
APG
753
Abacus Planning Group
South Carolina
$235K
FMLI
754
Fukoku Mutual Life Insurance
Japan
$235K
VWA
755
V Wealth Advisors
Kansas
$233K +$181 +2 +0.1%
GSWM
756
Golden State Wealth Management
California
$233K +$224K +2,471 New
Acadian Asset Management
757
Acadian Asset Management
Massachusetts
$231K +$23.9K +264 +12%
GFPC
758
Global Financial Private Capital
Florida
$231K +$222K +2,456 New
APP
759
Avantax Planning Partners
Iowa
$230K -$5.7K -63 -3%
TC
760
TownSquare Capital
Utah
$229K -$2.26K -25 -1%
TBNY
761
Trustco Bank (New York)
New York
$226K +$217K +2,400 New
JWM
762
JGP Wealth Management
Oregon
$226K +$217K +2,403 New
SFSIG
763
San Francisco Sentry Investment Group
California
$224K -$4.52K -50 -2%
IFA
764
Interactive Financial Advisors
Illinois
$224K +$215K +2,376 New
PWLP
765
Prio Wealth Limited Partnership
Massachusetts
$224K +$216K +2,385 New
MCM
766
Murphy Capital Management
New Jersey
$223K -$18.1K -200 -8%
FCA
767
FLC Capital Advisors
California
$223K +$214K +2,367 New
CFA
768
Carroll Financial Associates
North Carolina
$222K
BPM
769
Bowling Portfolio Management
Ohio
$221K +$213K +2,351 New
FG
770
Fiduciary Group
Georgia
$220K +$212K +2,339 New
LB
771
Landmark Bank
Missouri
$219K -$129K -1,431 -38%
IWC
772
Integrated Wealth Concepts
Massachusetts
$219K -$10.8K -119 -5%
SFS
773
Strategic Financial Services
New York
$217K +$208K +2,300 New
HSA
774
HBK Sorce Advisory
Pennsylvania
$217K +$209K +2,309 New
CFGS
775
Concourse Financial Group Securities
Alabama
$216K -$100K -1,111 -33%

ALL Hedge Fund Activity: Q1 2019 in Review

999 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q1 2019, worth a combined $24.5B — up 13% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ALL positions and 65 closed out — a net gain of 34 holders — while 310 added to existing stakes and 388 trimmed.

The largest buyer was Boston Partners, adding an estimated $147M. The largest seller was AJO LP, exiting entirely with an estimated $217M sold.

  • 999 institutional investors held Allstate (ALL) as of Q1 2019, up from 978 in Q4 2018.
  • Funds reported $24.5B of Allstate stock for Q1 2019, up 13% quarter-over-quarter.
  • 99 funds opened new Allstate positions in Q1 2019 and 65 closed out, a net change of +34 holders.
  • The largest Allstate buyer in Q1 2019 was Boston Partners, an estimated $147M added.
  • The largest Allstate seller in Q1 2019 was AJO LP, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2019.