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Allstate
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Overview Fund Activity

1,235 hedge funds and large institutions have $28.7B invested in Allstate in 2023 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 334 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+150
Holders Change %
+13.82%
% of All Funds
18.1%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.26%
New
242
Increased
334
Reduced
451
Closed
74
Calls
$300M
Puts
$260M
Net Calls
+$40.1M
Net Calls Change
+$5.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$576M
2
Bank of America
Bank of America
North Carolina
+$417M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$110M
4
PCM
Palestra Capital Management
New York
+$83.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$81.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$285M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$219M
3
American Century Companies
American Century Companies
Missouri
-$144M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$82.1M
5
Macquarie Group
Macquarie Group
Australia
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
951
Liberty Wealth Management
California
$228K -$76.2K -545 -25%
FCA
952
FLC Capital Advisors
California
$228K +$228K +1,626 New
KFGK
953
Keystone Financial Group (Kentucky)
Kentucky
$228K -$361K -2,579 -61%
FMTC
954
Farmers & Merchants Trust Company
California
$227K +$227K +1,625 New
CC
955
Centiva Capital
New York
$227K +$227K +1,622 New
CFFP
956
Center for Financial Planning
Michigan
$227K – – –
FG
957
Fiduciary Group
Georgia
$226K +$226K +1,616 New
BL
958
Balentine LLC
Georgia
$225K +$225K +1,608 New
WT
959
Washington Trust
Rhode Island
$224K -$18.8K -134 -8%
AIA
960
AIMZ Investment Advisors
California
$224K +$224K +1,600 New
WMWM
961
Whitaker-Myers Wealth Managers
Ohio
$223K +$223K +1,595 New
RCAG
962
Rehmann Capital Advisory Group
Michigan
$223K +$223K +1,593 New
PWS
963
Peterson Wealth Services
Utah
$222K -$67.1K -479 -23%
CB
964
Centennial Bank
Arkansas
$220K – – –
MAM
965
Meeder Asset Management
Ohio
$220K +$150K +1,071 +215%
CFA
966
Capstone Financial Advisors
Illinois
$220K +$220K +1,568 New
MMA
967
Miracle Mile Advisors
California
$219K -$308K -2,203 -58%
NW
968
NewEdge Wealth
Pennsylvania
$219K +$219K +1,567 New
SMA
969
Sage Mountain Advisors
Georgia
$219K +$219K +1,566 New
QCM
970
Qsemble Capital Management
New York
$219K +$219K +1,566 New
AL
971
Aspiriant LLC
California
$218K +$218K +1,556 New
EHC
972
Everett Harris & Co
California
$218K +$218K +1,555 New
WA
973
WP Advisors
California
$218K +$218K +1,554 New
SCM
974
Shelton Capital Management
Colorado
$217K +$217K +1,552 New
MIS
975
Morningstar Investment Services
Illinois
$217K +$217K +1,549 New
37 38
39
40 41