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Allstate

1,195 hedge funds and large institutions have $29.6B invested in Allstate in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 410 increasing their positions, 432 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

58% more call options, than puts

Call options by funds: $256M | Put options by funds: $162M

44% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 81

13% more capital invested

Capital invested by funds: $26.3B → $29.6B (+$3.33B)

2% more funds holding

Funds holding: 1,1701,195 (+25)

0.44% more ownership

Funds ownership: 75.58%76.02% (+0.44%)

5% less repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 432

Holders
1,195
Holders Change
+25
Holders Change %
+2.14%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.33%
New
117
Increased
410
Reduced
432
Closed
81
Calls
$256M
Puts
$162M
Net Calls
+$93.7M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1026
Semmax Financial Advisors
North Carolina
$119K
KFI
1027
Key Financial Inc
Pennsylvania
$115K
OC
1028
Oakworth Capital
Alabama
$115K +$94K +728 +485%
CFO
1029
CVA Family Office
Colorado
$114K +$2.58K +20 +2%
DSC
1030
Duncker Streett & Co
Missouri
$112K
CWC
1031
Carolinas Wealth Consulting
North Carolina
$111K -$20.3K -157 -16%
AWA
1032
Arkadios Wealth Advisors
Georgia
$111K +$6.72K +52 +7%
DWA
1033
Dougherty Wealth Advisers
Minnesota
$105K
WB
1034
Webster Bank
Connecticut
$105K
ARMC
1035
American Research & Management Company
Massachusetts
$104K
SNT
1036
Security National Trust
West Virginia
$104K
CCM
1037
Covington Capital Management
California
$102K
IP
1038
Isthmus Partners
Wisconsin
$102K +$101K +783 New
EWM
1039
Endurance Wealth Management
Rhode Island
$100K
CAL
1040
Capital Analysts LLC
Pennsylvania
$98K +$15.2K +118 +19%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$97K
CCC
1042
Crescent Capital Consulting
Louisiana
$96K -$20.7K -160 -18%
JWA
1043
JFS Wealth Advisors
Pennsylvania
$95K
LJHT
1044
Laurie J. Hall Trustee
$89K
MHR
1045
Matthew Hamilton Rosenberg
$87K -$6.07K -47 -7%
PFA
1046
Professional Financial Advisors
Nebraska
$86K +$12K +93 +16%
PWMG
1047
Prestige Wealth Management Group
New Jersey
$85K -$1.29K -10 -2%
HWA
1048
Heritage Wealth Advisors
Virginia
$79.7K
EI
1049
Ellevest Inc
New York
$79K +$2.33K +18 +3%
IFAM
1050
Institutional & Family Asset Management
Colorado
$79K +$78.3K +606 New

ALL Hedge Fund Activity: Q2 2021 in Review

1,195 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q2 2021, worth a combined $29.6B — up 13% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ALL positions and 81 closed out — a net gain of 36 holders — while 410 added to existing stakes and 432 trimmed.

The largest buyer was Invesco, adding an estimated $274M. The largest seller was BlackRock, cutting an estimated $347M.

  • 1,195 institutional investors held Allstate (ALL) as of Q2 2021, up from 1,170 in Q1 2021.
  • Funds reported $29.6B of Allstate stock for Q2 2021, up 13% quarter-over-quarter.
  • 117 funds opened new Allstate positions in Q2 2021 and 81 closed out, a net change of +36 holders.
  • The largest Allstate buyer in Q2 2021 was Invesco, an estimated $274M added.
  • The largest Allstate seller in Q2 2021 was BlackRock, an estimated $347M sold.

Based on aggregated 13F filings for Q2 2021.