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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
IFA
951
Interactive Financial Advisors
Illinois
$231K -$53.2K -408 -17%
PVI
952
Pine Valley Investments
New Jersey
$230K -$47.5K -364 -18%
PCS
953
Personal CFO Solutions
New Jersey
$230K -$20.9K -160 -9%
FMLI
954
Fukoku Mutual Life Insurance
Japan
$230K +$214K +1,640 New
AWM
955
Allen Wealth Management
North Carolina
$228K +$213K +1,632 New
RMDI
956
R.M. Davis Inc
Maine
$228K -$37.2K -285 -15%
LWM
957
Liberty Wealth Management
California
$228K -$71.1K -545 -25%
FCA
958
FLC Capital Advisors
California
$228K +$212K +1,626 New
KFGK
959
Keystone Financial Group (Kentucky)
Kentucky
$228K -$336K -2,579 -61%
FMTC
960
Farmers & Merchants Trust Company
California
$227K +$212K +1,625 New
CC
961
Centiva Capital
New York
$227K +$211K +1,622 New
CFFP
962
Center for Financial Planning
Michigan
$227K
FG
963
Fiduciary Group
Georgia
$226K +$211K +1,616 New
BL
964
Balentine LLC
Georgia
$225K +$210K +1,608 New
WT
965
Washington Trust
Rhode Island
$224K -$17.5K -134 -8%
AIA
966
AIMZ Investment Advisors
California
$224K +$209K +1,600 New
WMWM
967
Whitaker-Myers Wealth Managers
Ohio
$223K +$208K +1,595 New
RCAG
968
Rehmann Capital Advisory Group
Michigan
$223K +$208K +1,593 New
PWS
969
Peterson Wealth Services
Utah
$222K -$62.5K -479 -23%
CB
970
Centennial Bank
Arkansas
$220K
MAM
971
Meeder Asset Management
Ohio
$220K +$140K +1,071 +215%
CFA
972
Capstone Financial Advisors
Illinois
$220K +$204K +1,568 New
MMA
973
Miracle Mile Advisors
California
$219K -$287K -2,203 -58%
NW
974
NewEdge Wealth
Pennsylvania
$219K +$204K +1,567 New
QCM
975
Qsemble Capital Management
New York
$219K +$204K +1,566 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.