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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
JGIA
1026
Jackson Grant Investment Advisers
Connecticut
$154K +$913 +7 +0.6%
ODG
1027
O'Dell Group
Ohio
$154K +$143K +1,100 New
CWP
1028
Concord Wealth Partners
Virginia
$153K -$13K -100 -8%
IGWM
1029
ICA Group Wealth Management
Colorado
$152K +$141K +1,084 New
DJSG
1030
D.J. St. Germain
Massachusetts
$151K
TFGT
1031
TS Financial Group (TSFG)
Illinois
$147K
HFM
1032
Harvest Fund Management
China
$146K +$135K +1,039 New
FSWA
1033
Financial Synergies Wealth Advisors
Texas
$146K
SFA
1034
Semmax Financial Advisors
North Carolina
$145K
RL
1035
Rogco LP
Oklahoma
$143K
PMFA
1036
Plante Moran Financial Advisors
Michigan
$140K +$9.13K +70 +8%
PB
1037
Pinnacle Bancorp
Nebraska
$140K -$6.26K -48 -5%
CI Investments Inc
1038
CI Investments Inc
Ontario, Canada
$138K -$55.3K -424 -30%
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$135K +$391 +3 +0.3%
ACA
1040
Atlas Capital Advisors
Wyoming
$135K
BCM
1041
Basswood Capital Management
New York
$132K -$3.55M -27,212 -97%
AA
1042
Alta Advisers
United Kingdom
$126K
WPA
1043
West Paces Advisors
Georgia
$124K -$6.39K -49 -5%
NMM
1044
Naples Money Management
Florida
$124K +$116K +888 New
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K
PSB
1046
Piscataqua Savings Bank
New Hampshire
$122K
TIM
1047
Thompson Investment Management
Wisconsin
$122K
DSC
1048
Duncker Streett & Co
Missouri
$120K
IA
1049
IFP Advisors
Florida
$118K -$10.8K -83 -9%
KFI
1050
Key Financial Inc
Pennsylvania
$114K -$6.52K -50 -6%

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.