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Allstate
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Overview Fund Activity

1,317 hedge funds and large institutions have $35.5B invested in Allstate in 2024 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 401 increasing their positions, 477 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+82
Holders Change %
+6.64%
% of All Funds
19.09%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
178
Increased
401
Reduced
477
Closed
79
Calls
$443M
Puts
$254M
Net Calls
+$189M
Net Calls Change
+$149M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$354M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$341M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$162M
4
Millennium Management
Millennium Management
New York
+$151M
5
Bank of America
Bank of America
North Carolina
+$130M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$622M
3
American Century Companies
American Century Companies
Missouri
-$188M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
901
Spirepoint Private Client
Florida
$346K +$346K +2,000 New
WDA
902
Wendell David Associates
New Hampshire
$346K – – –
AAM
903
AR Asset Management
California
$346K – – –
MWM
904
Modera Wealth Management
New Jersey
$344K +$19.6K +113 +6%
MWAM
905
Manhattan West Asset Management
California
$344K +$344K +1,987 New
IWA
906
Icon Wealth Advisors
Texas
$343K +$343K +1,983 New
OCBCO
907
Oversea-Chinese Banking Corp (OCBC)
Singapore
$343K +$10.2K +59 +3%
HR
908
Howe & Rusling
New York
$342K -$13.5K -78 -4%
MS
909
Maven Securities
Jersey
$339K +$339K +1,962 New
GWM
910
Greenwich Wealth Management
Connecticut
$338K – – –
IGAM
911
iA Global Asset Management
Quebec, Canada
$337K -$1.21M -7,020 -78%
SPC
912
Stewart & Patten Company
California
$336K – – –
CA
913
Crewe Advisors
Utah
$336K +$336K +1,942 New
CT
914
Cambridge Trust
Massachusetts
$334K – – –
TWM
915
TriaGen Wealth Management
California
$334K – – –
ACM
916
AlphaStar Capital Management
North Carolina
$333K +$346 +2 +0.1%
AIM
917
Athena Investment Management
California
$331K -$17.3K -100 -5%
EWM
918
Evercore Wealth Management
New York
$331K -$65.6K -379 -17%
OLA
919
Oliver Luxxe Assets
New Jersey
$331K – – –
MSCM
920
McElhenny Sheffield Capital Management
Texas
$328K – – –
AMBIA
921
Allen Mooney & Barnes Investment Advisors
Georgia
$328K -$36.3K -219 -10%
APWM
922
Argonautica Private Wealth Management
Massachusetts
$328K – – –
CL
923
Choreo LLC
Illinois
$325K -$122K -707 -27%
AAM
924
Aureus Asset Management
Massachusetts
$325K – – –
HVP
925
Hudson Value Partners
Florida
$322K -$5.19K -30 -2%
35 36
37
38 39