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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
SMA
976
Sage Mountain Advisors
Georgia
$219K +$204K +1,566 New
AL
977
Aspiriant LLC
California
$218K +$203K +1,556 New
EHC
978
Everett Harris & Co
California
$218K +$203K +1,555 New
WA
979
WP Advisors
California
$218K +$203K +1,554 New
SCM
980
Shelton Capital Management
Colorado
$217K +$202K +1,552 New
MIS
981
Morningstar Investment Services
Illinois
$217K +$202K +1,549 New
HFBOT
982
Home Federal Bank of Tennessee
Tennessee
$214K +$199K +1,528 New
TA
983
TruWealth Advisors
Louisiana
$213K +$199K +1,525 New
GW
984
GW & Wade
Massachusetts
$212K +$198K +1,516 New
TAM
985
Trillium Asset Management
Massachusetts
$211K +$196K +1,505 New
PP
986
PDS Planning
Ohio
$210K +$196K +1,502 New
CSI
987
Cross Staff Investments
New York
$210K +$196K +1,500 New
VCP
988
Vista Capital Partners
Oregon
$210K +$196K +1,500 New
AIM
989
Acropolis Investment Management
Missouri
$209K -$98.1K -752 -33%
HWM
990
Horizon Wealth Management
Illinois
$209K +$195K +1,496 New
DCBT
991
Dakota Community Bank & Trust
North Dakota
$209K -$3.39K -26 -2%
RIA
992
Richwood Investment Advisors
Ohio
$208K +$194K +1,487 New
OFS
993
OneAscent Financial Services
Alabama
$208K -$48.6K -373 -20%
SC
994
Saybrook Capital
North Carolina
$208K +$194K +1,487 New
BFA
995
Beaumont Financial Advisors
Massachusetts
$207K +$193K +1,481 New
HIA
996
Harbor Investment Advisory
Maryland
$207K
BWM
997
Baron Wealth Management
Michigan
$207K +$193K +1,480 New
PWA
998
Provenance Wealth Advisors
Florida
$207K +$2.87K +22 +2%
HWA
999
HHM Wealth Advisors
Tennessee
$206K -$10.4K -80 -5%
KSWWM
1000
Keyes Stange & Wooten Wealth Management
Florida
$206K +$192K +1,469 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.