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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
PWMG
1076
Prestige Wealth Management Group
New Jersey
$85.2K -$1.56K -12 -2%
FIA
1077
FNY Investment Advisers
New York
$83K
GBT
1078
Grove Bank & Trust
Florida
$82.6K -$3.52K -27 -4%
PO
1079
Private Ocean
California
$82K
BWL
1080
Bogart Wealth LLC
Virginia
$81.5K
MHR
1081
Matthew Hamilton Rosenberg
$80.8K
BAM
1082
Byrne Asset Management
New Jersey
$79.6K
Capstone Investment Advisors
1083
Capstone Investment Advisors
New York
$77.5K -$1.31M -10,058 -95%
SL
1084
Salomon & Ludwin
Virginia
$75.8K
FUBT
1085
First United Bank & Trust
Maryland
$75.6K +$70.4K +540 New
SSB
1086
Sandy Spring Bank
Maryland
$72.9K
WAG
1087
Wiser Advisor Group
Arizona
$72.8K +$67.8K +520 New
KI
1088
Kapitalo Investimentos
Brazil
$71.8K +$66.9K +513 New
AWM
1089
Atticus Wealth Management
Florida
$71.7K
MA
1090
Montag & Associates
Georgia
$71.3K
FCT
1091
First Community Trust
Iowa
$70.7K -$10.4K -80 -14%
AFG
1092
Albion Financial Group
Utah
$70K
CFO
1093
CVA Family Office
Colorado
$70K +$65.2K +500 New
BCMLT
1094
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.1K
CFG
1095
CKW Financial Group
Hawaii
$63K
RFA
1096
Resurgent Financial Advisors
Georgia
$62.9K -$522 -4 -0.9%
CSB
1097
City State Bank
Iowa
$61K +$2.48K +19 +5%
SWA
1098
SOA Wealth Advisors
New York
$60.6K
ETC
1099
Exchange Traded Concepts
Oklahoma
$60.6K +$56.5K +433 New
AAP
1100
Arax Advisory Partners
Colorado
$60.5K +$261 +2 +0.5%

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.