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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
FNT
1001
First National Trust
Pennsylvania
$205K +$191K +1,468 New
MAG
1002
Mayfair Advisory Group
Alabama
$205K +$186K +1,426 New
CT
1003
Colonial Trust
South Carolina
$205K
IFS
1004
Ifrah Financial Services
Arkansas
$204K +$190K +1,457 New
EWA
1005
EverSource Wealth Advisors
Alabama
$203K +$7.69K +59 +4%
WBC
1006
Westpac Banking Corp
Australia
$203K +$29.2K +224 +18%
PCMC
1007
Planning Capital Management Corporation
Pennsylvania
$203K +$189K +1,448 New
HSA
1008
HBK Sorce Advisory
Pennsylvania
$203K +$189K +1,447 New
1WA
1009
180 Wealth Advisors
Washington
$202K +$183K +1,407 New
AWP
1010
Accretive Wealth Partners
New Jersey
$201K +$187K +1,435 New
SWM
1011
Sugarloaf Wealth Management
Georgia
$192K +$1.04K +8 +0.6%
SIM
1012
Sentry Investment Management
Wisconsin
$192K -$19.2K -147 -10%
DGAM
1013
Desjardins Global Asset Management
Quebec, Canada
$192K -$1.12M -8,607 -86%
BCV
1014
Banque Cantonale Vaudoise
Switzerland
$182K -$456K -3,496 -73%
LC
1015
Lindbrook Capital
California
$178K +$45.4K +348 +38%
AAG
1016
Armstrong Advisory Group
Massachusetts
$177K
OP
1017
ORG Partners
Indiana
$173K -$4.56K -35 -3%
WT
1018
Whittier Trust
California
$171K -$17.5K -134 -10%
HWA
1019
Heritage Wealth Advisors
Virginia
$168K -$25.7K -197 -14%
ZB
1020
Zions Bancorporation
Utah
$164K +$261 +2 +0.2%
MIM
1021
Macroview Investment Management
Maryland
$163K +$7.04K +54 +5%
FFA
1022
Farther Finance Advisors
California
$161K +$72.6K +557 +94%
UCB
1023
United Community Bank
South Carolina
$161K +$150K +1,150 New
T
1024
TOBAM
France
$157K -$125K -955 -46%
DMBA
1025
Deseret Mutual Benefit Administrators
Utah
$155K -$101K -776 -41%

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.