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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
UM
826
UniSuper Management
Australia
$333K +$62.2K +477 +25%
WA
827
Waverly Advisors
Alabama
$332K +$130 +1 +0%
HI
828
Harbour Investments
Wisconsin
$332K +$48.8K +374 +19%
GLLW
829
Graves Light Lenhart Wealth
Virginia
$332K
APG
830
Abacus Planning Group
South Carolina
$330K
WMA
831
West Michigan Advisors
Michigan
$330K +$11.7K +90 +4%
CI
832
Conning Inc
Connecticut
$327K +$5.22K +40 +2%
PPWP
833
Premier Path Wealth Partners
New Jersey
$327K +$305K +2,338 New
WMP
834
Wealth Management Partners
Arizona
$326K -$35.5K -272 -10%
IP
835
Investment Partners
Ohio
$325K -$28.8K -221 -9%
JWA
836
JFS Wealth Advisors
Pennsylvania
$324K +$6.39K +49 +2%
ZF
837
Zhang Financial
Michigan
$324K +$302K +2,317 New
REMPR
838
Roof Eidam Maycock Peralta (REMP)
California
$324K
FAFN
839
First Affirmative Financial Network
Colorado
$323K +$301K +2,305 New
EWM
840
Evercore Wealth Management
New York
$321K +$2.48K +19 +0.8%
HH
841
Hilltop Holdings
Texas
$319K +$297K +2,277 New
EWS
842
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.43K +11 +0.5%
OW
843
Olistico Wealth
Oklahoma
$316K
BCM
844
Beddow Capital Management
Wyoming
$315K
CAG
845
Crestwood Advisors Group
Massachusetts
$313K +$27.8K +213 +11%
FFO
846
Fiduciary Family Office
Florida
$311K +$290K +2,223 New
JWCA
847
J.W. Coons Advisors
Ohio
$309K
VWWMG
848
Vermillion & White Wealth Management Group
Pennsylvania
$309K +$287K +2,204 New
MMG
849
Monetary Management Group
Missouri
$308K
AMBIA
850
Allen Mooney & Barnes Investment Advisors
Georgia
$308K -$913 -7 -0.3%

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.