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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
BWP
1126
Baldwin Wealth Partners
Massachusetts
$42K
BHWM
1127
Beaird Harris Wealth Management
Texas
$41.9K +$6.39K +49 +20%
PP
1128
Paloma Partners
Connecticut
$41.2K +$38.3K +294 New
VWM
1129
Valley Wealth Managers
New Jersey
$39.6K
VWM
1130
Venturi Wealth Management
Texas
$38.9K +$21.9K +168 +153%
BC
1131
Barrett & Company
Rhode Island
$38.5K -$3.26K -25 -8%
SS
1132
Sunbelt Securities
Texas
$36.7K +$13K +100 +62%
TCWA
1133
Turtle Creek Wealth Advisors
Texas
$35.6K +$33.1K +254 New
GAMC
1134
Garner Asset Management Corp
Texas
$35.4K +$28.6K +219 New
MA
1135
MCF Advisors
Kentucky
$34.5K
FWA
1136
FSC Wealth Advisors
New York
$32.1K +$261 +2 +0.9%
FPFS
1137
First Personal Financial Services
North Carolina
$31.9K
QL
1138
Quarry LP
New York
$31.8K -$6.78K -52 -19%
CAS
1139
Coppell Advisory Solutions
Texas
$31.5K +$29.3K +225 New
AGWCA
1140
Annis Gardner Whiting Capital Advisors
Florida
$31.3K
HIIFS
1141
Harel Insurance Investments & Financial Services
Israel
$31K
CFD
1142
Creative Financial Designs
Indiana
$29.8K
ME
1143
McIlrath & Eck
Washington
$29K +$3.26K +25 +14%
W
1144
WealthCollab
Washington
$28.8K +$26.9K +206 New
OA
1145
Operose Advisors
Wisconsin
$28.4K -$14.9K -114 -36%
CPG
1146
Cornerstone Planning Group
New Jersey
$28.3K
FMII
1147
Farmers & Merchants Investments Inc
Nebraska
$28.1K -$652 -5 -2%
AP
1148
Atwood & Palmer
Missouri
$28K
PAI
1149
Pittenger & Anderson Inc
Nebraska
$28K
BC
1150
Broadwater Capital
Massachusetts
$28K +$26.1K +200 New

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.