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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
SWM
851
SeaCrest Wealth Management
New York
$301K +$5.35K +41 +2%
CA
852
Calton & Associates
Florida
$300K +$279K +2,143 New
FDCDDQ
853
Federation des caisses Desjardins du Quebec
Quebec, Canada
$299K -$13K -100 -4%
BMO
854
Beck Mack & Oliver
New York
$299K
CFGS
855
Concourse Financial Group Securities
Alabama
$298K +$63.4K +486 +30%
RG
856
Renaissance Group
Kentucky
$298K +$3.91K +30 +1%
MG
857
Mather Group
Illinois
$296K +$276K +2,117 New
WEG
858
World Equity Group
Illinois
$296K
EFMC
859
Empire Financial Management Company
New York
$296K
RMF
860
Red Mountain Financial
Colorado
$295K +$275K +2,111 New
EWM
861
Empirical Wealth Management
Washington
$295K -$130 -1 -0%
CCA
862
Cobblestone Capital Advisors
New York
$295K +$275K +2,109 New
NFC
863
Northeast Financial Consultants
Connecticut
$295K
NB
864
NBT Bank
New York
$294K +$274K +2,103 New
BONH
865
Bank of New Hampshire
New Hampshire
$293K
BWG
866
Berry Wealth Group
Texas
$292K +$272K +2,086 New
KP
867
Keel Point
Alabama
$291K +$271K +2,077 New
TW
868
TritonPoint Wealth
Maryland
$289K +$268K +2,052 New
HDIM
869
Hanson & Doremus Investment Management
Vermont
$288K
WC
870
Weil Company
California
$288K
HR
871
Howe & Rusling
New York
$287K -$111K -853 -29%
LWM
872
Lakeridge Wealth Management
Ohio
$287K +$267K +2,047 New
AWM
873
Axxcess Wealth Management
California
$286K +$267K +2,045 New
PA
874
Pinnacle Associates
New York
$285K +$20.1K +154 +8%
CPSAC
875
Chas P. Smith & Associates (CPS)
Florida
$284K +$265K +2,029 New

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.