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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
GCIM
876
Gunn & Company Investment Management
Florida
$284K +$265K +2,029 New
GL
877
Gerber LLC
Ohio
$283K +$264K +2,021 New
AIM
878
Athena Investment Management
California
$282K
TCPWM
879
Traverso Chambers Private Wealth Management
California
$281K
VHAM
880
Van Hulzen Asset Management
California
$281K +$130 +1 +0%
XT
881
XTX Topco
Cayman Islands
$280K -$69.6K -534 -21%
AAM
882
AR Asset Management
California
$280K
NERM
883
New England Research & Management
Illinois
$280K
WDA
884
Wendell David Associates
New Hampshire
$280K
HCMG
885
Howard Capital Management Group
California
$280K
SWP
886
Summit Wealth Partners
Florida
$280K
TBNY
887
Trustco Bank (New York)
New York
$277K
BFG
888
Berger Financial Group
Minnesota
$276K +$258K +1,975 New
GWM
889
Greenwich Wealth Management
Connecticut
$274K +$522 +4 +0.2%
DWM
890
Darwin Wealth Management
Florida
$274K -$391 -3 -0.2%
GI
891
GAMMA Investing
California
$273K +$230K +1,761 New
Fisher Asset Management
892
Fisher Asset Management
Washington
$273K +$254K +1,948 New
RIA
893
Realta Investment Advisors
Delaware
$272K -$41.5K -318 -14%
SPC
894
Stewart & Patten Company
California
$272K
EFG
895
Ethos Financial Group
Pennsylvania
$272K +$252K +1,929 New
IFG
896
Independent Financial Group
California
$271K +$253K +1,939 New
CT
897
Cambridge Trust
Massachusetts
$270K -$1.04K -8 -0.4%
IGGA
898
Iron Gate Global Advisors
Utah
$270K +$3.39K +26 +1%
TWM
899
TriaGen Wealth Management
California
$270K +$252K +1,930 New
OCBCO
900
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K +$251K +1,923 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.