ALL icon

Allstate
ALL

Overview Fund Activity

1,164 hedge funds and large institutions have $22.3B invested in Allstate in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 337 increasing their positions, 525 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,164
Holders Change
-87
Holders Change %
-6.95%
% of All Funds
18.63%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.14%
New
98
Increased
337
Reduced
525
Closed
159
Calls
$213M
Puts
$149M
Net Calls
+$64.7M
Net Calls Change
-$33.5M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$334M
2
Citadel Advisors
Citadel Advisors
Florida
$107M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$108M
4
Millennium Management
Millennium Management
New York
$125M
5
PCM
Palestra Capital Management
New York
$68.9M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$19.3M
2
Invesco
Invesco
Georgia
$366M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
4
State Street
State Street
Massachusetts
$1.28B
5
First Trust Advisors
First Trust Advisors
Illinois
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
851
Realta Investment Advisors
Delaware
$261K +$11.3K +102 +5%
SFWA
852
Summit Financial Wealth Advisors
Louisiana
$261K – – –
PWP
853
Phillips Wealth Planners
Mississippi
$260K +$260K +2,246 New
OIA
854
OneDigital Investment Advisors
Kansas
$258K -$53.7K -485 -17%
BCM
855
Beddow Capital Management
Wyoming
$258K – – –
AFP
856
Ausdal Financial Partners
Iowa
$258K -$222 -2 -0.1%
SIP
857
Stoneridge Investment Partners
Pennsylvania
$257K +$257K +2,316 New
AG
858
Ascent Group
Virginia
$256K -$262K -2,365 -51%
SPA
859
Sherbrooke Park Advisers
New York
$255K +$55.4K +500 +28%
ST
860
Sabal Trust
Florida
$251K – – –
CA
861
Crewe Advisors
Utah
$250K -$29.4K -265 -11%
OW
862
Olistico Wealth
Oklahoma
$250K -$554 -5 -0.2%
KP
863
Keel Point
Alabama
$250K +$16.7K +151 +7%
DWP
864
Daymark Wealth Partners
Ohio
$249K +$249K +2,243 New
LWM
865
Liberty Wealth Management
California
$248K +$248K +2,233 New
WANY
866
Wealthspire Advisors (New York)
New York
$246K -$158K -1,426 -39%
JWA
867
JFS Wealth Advisors
Pennsylvania
$245K -$9.64K -87 -4%
JWCA
868
J.W. Coons Advisors
Ohio
$244K – – –
GBT
869
Grove Bank & Trust
Florida
$244K +$2.88K +26 +1%
FNBOSM
870
First National Bank of South Miami
Florida
$244K -$129K -1,162 -35%
RMDI
871
R.M. Davis Inc
Maine
$244K -$15.9K -144 -6%
SPWM
872
Schrum Private Wealth Management
Florida
$244K – – –
DA
873
Denali Advisors
California
$244K -$55.4K -500 -19%
MMG
874
Monetary Management Group
Missouri
$244K – – –
HDIM
875
Hanson & Doremus Investment Management
Vermont
$243K -$40.9K -368 -14%
33 34
35
36 37