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Allstate

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
Name Holding Trade Value Shares
Change
Shares
Change %
HCMG
876
Howard Capital Management Group
California
$240K
VWA
877
Visionary Wealth Advisors
Illinois
$240K -$42.8K -386 -15%
EF
878
Empowered Funds
Pennsylvania
$238K +$238K +2,151 New
SWM
879
SeaCrest Wealth Management
New York
$237K -$31.7K -286 -12%
FCA
880
FinTrust Capital Advisors
South Carolina
$236K
3IP
881
3Chopt Investment Partners
Virginia
$236K -$22.4K -200 -9%
ACL
882
Applied Capital LLC
Florida
$234K -$8.87K -80 -4%
EFMC
883
Empire Financial Management Company
New York
$234K +$234K +2,113 New
CT
884
Coastline Trust
Rhode Island
$233K +$233K +2,100 New
BONH
885
Bank of New Hampshire
New Hampshire
$232K
PIM
886
Penobscot Investment Management
Massachusetts
$230K -$14.7K -133 -6%
PTC
887
Petrus Trust Company
Texas
$230K +$230K +2,073 New
CWM
888
Chesapeake Wealth Management
Virginia
$228K
WC
889
Weil Company
California
$228K
MWM
890
Merriman Wealth Management
Washington
$227K -$4.32K -39 -2%
EWS
891
Evergreen Wealth Solutions
Pennsylvania
$226K -$1.77K -16 -0.8%
DWM
892
Darwin Wealth Management
Florida
$226K -$119K -1,038 -35%
LWP
893
Lumature Wealth Partners
Georgia
$225K -$105K -945 -32%
AIM
894
Athena Investment Management
California
$223K -$5.54K -50 -2%
VHAM
895
Van Hulzen Asset Management
California
$223K +$111 +1 +0%
TCPWM
896
Traverso Chambers Private Wealth Management
California
$223K
VAS
897
Vestmark Advisory Solutions
Massachusetts
$223K -$76.5K -690 -26%
WDA
898
Wendell David Associates
New Hampshire
$222K
AAM
899
AR Asset Management
California
$222K
NERM
900
New England Research & Management
Illinois
$222K