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Allstate
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Overview Fund Activity

1,531 hedge funds and large institutions have $40.3B invested in Allstate in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 520 increasing their positions, 489 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,531
Holders Change
+116
Holders Change %
+8.2%
% of All Funds
20.38%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
221
Increased
520
Reduced
489
Closed
79
Calls
$166M
Puts
$217M
Net Calls
-$50.7M
Net Calls Change
+$47.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$325M
2
BlackRock
BlackRock
New York
+$193M
3
CHP
Castle Hook Partners
New York
+$148M
4
MMH
Menora Mivtachim Holdings
Israel
+$143M
5
Northern Trust
Northern Trust
Illinois
+$92M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$328M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$306M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$221M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$171M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1001
ALPS Advisors
Colorado
$366K – – –
GWM
1002
Geneos Wealth Management
Colorado
$366K -$12.5K -65 -3%
MSCM
1003
McElhenny Sheffield Capital Management
Texas
$366K – – –
APWM
1004
Argonautica Private Wealth Management
Massachusetts
$365K -$2.89K -15 -0.8%
PP
1005
PDS Planning
Ohio
$362K +$3.86K +20 +1%
AAM
1006
Aureus Asset Management
Massachusetts
$362K – – –
RCA
1007
Resonant Capital Advisors
Wisconsin
$361K +$7.36K +38 +2%
GWA
1008
Geometric Wealth Advisors
District of Columbia
$361K – – –
DP
1009
Dearborn Partners
Illinois
$357K – – –
LIM
1010
Leavell Investment Management
Alabama
$356K +$52.1K +269 +17%
CI
1011
Conning Inc
Connecticut
$355K -$83.9K -435 -19%
FCM
1012
Firestone Capital Management
Florida
$355K – – –
GWANC
1013
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K +$102K +531 +41%
RFW
1014
Rainier Family Wealth
Washington
$350K +$350K +1,818 New
BFG
1015
Berger Financial Group
Minnesota
$349K -$1.74K -9 -0.5%
CI Investments Inc
1016
CI Investments Inc
Ontario, Canada
$348K +$57.6K +299 +20%
MWM
1017
Mindset Wealth Management
Indiana
$347K – – –
TC
1018
Trust Company
Kansas
$346K -$108K -559 -24%
ACI
1019
Alpha Cubed Investments
California
$344K +$193 +1 +0.1%
VST
1020
Van Strum & Towne
California
$343K – – –
IA
1021
IFG Advisors
Missouri
$342K -$18.3K -95 -5%
PCS
1022
Personal CFO Solutions
New Jersey
$342K +$342K +1,772 New
CAI
1023
Capital Advisors Inc
Oklahoma
$339K – – –
CWP
1024
Capital Wealth Planning
Florida
$339K +$128K +665 +61%
MGIA
1025
Moneta Group Investment Advisors
Missouri
$339K +$36.8K +191 +12%
39 40
41
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