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

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$19.3M
2
Invesco
2
Invesco
Georgia
$366M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$0
4
State Street
4
State Street
Massachusetts
$1.28B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
951
Washington Trust Advisors
Massachusetts
$168K – – –
HIA
952
Harbor Investment Advisory
Maryland
$164K -$332 -3 -0.2%
DCBT
953
Dakota Community Bank & Trust
North Dakota
$163K +$3.88K +35 +2%
CT
954
Cambridge Trust
Massachusetts
$163K – – –
AAG
955
Armstrong Advisory Group
Massachusetts
$163K – – –
CT
956
Colonial Trust
South Carolina
$162K -$332 -3 -0.2%
T
957
TOBAM
France
$162K – – –
SWM
958
Sugarloaf Wealth Management
Georgia
$153K +$665 +6 +0.4%
EWA
959
EverSource Wealth Advisors
Alabama
$149K -$4.1K -37 -3%
CG
960
Cutler Group
California
$146K +$146K +1,319 New
WT
961
Whittier Trust
California
$143K – – –
RTC
962
Riverview Trust Company
Washington
$140K – – –
ZB
963
Zions Bancorporation
Utah
$139K -$3.44K -31 -2%
IGWM
964
ICA Group Wealth Management
Colorado
$132K -$52.2K -471 -28%
JGIA
965
Jackson Grant Investment Advisers
Connecticut
$123K +$4.21K +38 +4%
WIM
966
WealthPlan Investment Management
Nebraska
$122K -$67.4K -608 -36%
WPA
967
West Paces Advisors
Georgia
$120K – – –
FSWA
968
Financial Synergies Wealth Advisors
Texas
$119K – – –
KI
969
Kapitalo Investimentos
Brazil
$118K +$118K +1,068 New
TFGT
970
TS Financial Group (TSFG)
Illinois
$116K -$38.8K -350 -25%
BWM
971
BerganKDV Wealth Management
Minnesota
$112K +$11.1K +100 +11%
ACA
972
Atlas Capital Advisors
Wyoming
$106K – – –
TIM
973
Thompson Investment Management
Wisconsin
$104K +$104K +935 New
RI
974
Ridgewood Investments
New Jersey
$103K +$103K +933 New
PMFA
975
Plante Moran Financial Advisors
Michigan
$103K -$4.21K -38 -4%
37 38
39
40 41