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Allstate
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Overview Fund Activity

1,531 hedge funds and large institutions have $40.3B invested in Allstate in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 520 increasing their positions, 489 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,531
Holders Change
+116
Holders Change %
+8.2%
% of All Funds
20.38%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
221
Increased
520
Reduced
489
Closed
79
Calls
$166M
Puts
$217M
Net Calls
-$50.7M
Net Calls Change
+$47.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$325M
2
BlackRock
BlackRock
New York
+$193M
3
CHP
Castle Hook Partners
New York
+$148M
4
MMH
Menora Mivtachim Holdings
Israel
+$143M
5
Northern Trust
Northern Trust
Illinois
+$92M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$328M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$306M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$221M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$171M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
1126
Millstone Evans Group
Colorado
$272K +$272K +1,413 New
XF
1127
XML Financial
Maryland
$272K +$272K +1,412 New
EL
1128
EWA LLC
Pennsylvania
$272K +$33.7K +175 +14%
TAM
1129
Trillium Asset Management
Massachusetts
$272K -$18.3K -95 -6%
AWM
1130
Angeles Wealth Management
California
$270K +$12K +62 +5%
DWAM
1131
Duncan Williams Asset Management
Tennessee
$270K +$270K +1,400 New
SSA
1132
South Street Advisors
New York
$270K -$197K -1,020 -42%
MWM
1133
MGB Wealth Management
Texas
$269K +$269K +1,398 New
PCP
1134
Proficio Capital Partners
Massachusetts
$269K +$44.3K +230 +20%
AWP
1135
Accretive Wealth Partners
New Jersey
$268K – – –
WA
1136
WealthTrust Axiom
Pennsylvania
$268K – – –
PDL
1137
Portfolio Design Labs
California
$266K +$266K +1,381 New
PWS
1138
Peterson Wealth Services
Utah
$266K +$20.8K +108 +8%
SFS
1139
Strategic Financial Services
New York
$265K – – –
CFG
1140
Clayton Financial Group
Missouri
$265K – – –
IF
1141
Intrua Financial
Texas
$263K +$6.75K +35 +3%
BFC
1142
Bedel Financial Consulting
Indiana
$263K +$193 +1 +0.1%
AWM
1143
Avior Wealth Management
Nebraska
$262K +$5.59K +29 +2%
ST
1144
Sabal Trust
Florida
$261K -$771 -4 -0.3%
CWM
1145
Chesapeake Wealth Management
Virginia
$261K -$25.4K -132 -9%
BIM
1146
Bridges Investment Management
Nebraska
$259K -$193 -1 -0.1%
AP
1147
Appleton Partners
Massachusetts
$259K +$259K +1,346 New
LC
1148
Lindbrook Capital
California
$259K +$1.16K +6 +0.4%
KFG
1149
Kingdom Financial Group
Arizona
$258K +$1.16K +6 +0.5%
SVWAG
1150
Sound View Wealth Advisors Group
Georgia
$258K +$34.7K +180 +16%
44 45
46
47 48