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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
FCAS
1101
First Command Advisory Services
Texas
$59.8K
PCWA
1102
Pacific Capital Wealth Advisors
California
$58.9K +$54.9K +421 New
LPP
1103
Life Planning Partners
Florida
$58K +$54K +414 New
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$57K -$55.7K -427 -51%
AIM
1105
Arcadia Investment Management
Michigan
$56K
CHA
1106
Carmichael Hill & Associates
Maryland
$56K
YAL
1107
Your Advocates Ltd
Texas
$56K
KFS
1108
Kelly Financial Services
Massachusetts
$55.8K
CAL
1109
Capital Advisors Ltd
Ohio
$54K -$1.04K -8 -2%
C
1110
Covestor
United Kingdom
$54K +$6.78K +52 +16%
GWM
1111
Geneos Wealth Management
Colorado
$53.8K +$522 +4 +1%
LSA
1112
Leonteq Securities AG
Switzerland
$53.8K -$511K -3,917 -91%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$53.8K +$20.7K +159 +71%
PS
1114
Planned Solutions
California
$52.9K +$49.3K +378 New
BWM
1115
Baystate Wealth Management
Massachusetts
$52.5K +$652 +5 +1%
NECFA
1116
New England Capital Financial Advisors
Connecticut
$52K +$130 +1 +0.3%
AIC
1117
Archer Investment Corporation
Indiana
$50.7K
WBC
1118
West Branch Capital
Massachusetts
$48.4K
PP
1119
PrairieView Partners
Minnesota
$46K
PWA
1120
Providence Wealth Advisors
Illinois
$45.3K +$15.5K +119 +0.9%
CCM
1121
Chilton Capital Management
Texas
$44.8K +$2.61K +20 +7%
FFA
1122
Frazier Financial Advisors
Ohio
$44.5K +$41.5K +318 New
LFG
1123
Larson Financial Group
Missouri
$44.2K +$130 +1 +0.3%
BGAI
1124
Bruce G. Allen Investments
Colorado
$43.3K +$40.3K +309 New
SC
1125
Solstein Capital
California
$42.8K

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.