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Allstate

1,142 hedge funds and large institutions have $26B invested in Allstate in 2020 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 378 increasing their positions, 384 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 70

36% more call options, than puts

Call options by funds: $128M | Put options by funds: $94.1M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

16% more capital invested

Capital invested by funds: $22.4B → $26B (+$3.66B)

10% more funds holding

Funds holding: 1,0401,142 (+102)

0.31% more ownership

Funds ownership: 76.29%76.6% (+0.31%)

2% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 384

Holders
1,142
Holders Change
+102
Holders Change %
+9.81%
% of All Funds
20.21%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
183
Increased
378
Reduced
384
Closed
70
Calls
$128M
Puts
$94.1M
Net Calls
+$33.5M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$315K +$6.58K +67 +2%
BW
802
Bison Wealth
Georgia
$313K -$20.6K -210 -7%
KFP
803
KMG Fiduciary Partners
Ohio
$309K +$48.7K +495 +21%
MAM
804
Madison Asset Management
Wisconsin
$308K
LFA
805
Legacy Financial Advisors
Kentucky
$308K +$393 +4 +0.1%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$308K +$590 +6 +0.2%
FI
807
FormulaFolio Investments
Michigan
$307K +$61.9K +630 +29%
GP
808
Girard Partners
Pennsylvania
$304K -$22.3K -227 -8%
AA
809
ALPS Advisors
Colorado
$304K -$8.26K -84 -3%
MPCG
810
Matrix Private Capital Group
New York
$303K -$197 -2 -0.1%
DWT
811
Dorsey & Whitney Trust
South Dakota
$301K -$590 -6 -0.2%
Cerity Partners
812
Cerity Partners
New York
$300K +$19.6K +199 +8%
3LCM
813
3D/L Capital Management
Connecticut
$299K +$274K +2,785 New
WMP
814
Wealth Management Partners
Arizona
$296K +$265K +2,700 New
AIM
815
Avity Investment Management
Connecticut
$295K +$263K +2,679 New
FBT
816
First Bankers Trust
Kentucky
$294K -$35.7K -363 -12%
APP
817
Avantax Planning Partners
Iowa
$294K +$16.5K +168 +7%
MA
818
Montag & Associates
Georgia
$290K
OIA
819
OneDigital Investment Advisors
Kansas
$290K +$9.53K +97 +4%
SWM
820
SVA Wealth Management
Wisconsin
$290K +$259K +2,639 New
Capstone Investment Advisors
821
Capstone Investment Advisors
New York
$287K -$3.93M -40,019 -94%
Wealth Enhancement Advisory Services
822
Wealth Enhancement Advisory Services
Minnesota
$287K +$983 +10 +0.4%
CA
823
Calton & Associates
Florida
$286K +$13K +132 +5%
FBC
824
Fairfield, Bush & Co
Connecticut
$285K
FIA
825
Foundations Investment Advisors
Arizona
$285K +$4.23K +43 +2%

ALL Hedge Fund Activity: Q4 2020 in Review

1,142 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q4 2020, worth a combined $26B — up 16% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new ALL positions and 70 closed out — a net gain of 113 holders — while 378 added to existing stakes and 384 trimmed.

The largest buyer was UBS AM, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $197M.

  • 1,142 institutional investors held Allstate (ALL) as of Q4 2020, up from 1,040 in Q3 2020.
  • Funds reported $26B of Allstate stock for Q4 2020, up 16% quarter-over-quarter.
  • 183 funds opened new Allstate positions in Q4 2020 and 70 closed out, a net change of +113 holders.
  • The largest Allstate buyer in Q4 2020 was UBS AM, an estimated $198M added.
  • The largest Allstate seller in Q4 2020 was Citadel Advisors, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2020.