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Allstate

1,091 hedge funds and large institutions have $22.5B invested in Allstate in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 443 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

19% more call options, than puts

Call options by funds: $224M | Put options by funds: $189M

1% more capital invested

Capital invested by funds: $22.3B → $22.5B (+$244M)

0.51% less ownership

Funds ownership: 77.63%77.12% (-0.51%)

4% less funds holding

Funds holding: 1,1341,091 (-43)

21% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 443

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 112

Holders
1,091
Holders Change
-43
Holders Change %
-3.79%
% of All Funds
17.31%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
86
Increased
352
Reduced
443
Closed
112
Calls
$224M
Puts
$189M
Net Calls
+$35.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1151
Martingale Asset Management
Massachusetts
-$272K -2,494 Closed
CWA
1152
CM Wealth Advisors
Ohio
-$274K -2,432 Closed
ISWM
1153
Independent Solutions Wealth Management
New York
-$255K -2,341 Closed
CA
1154
Crewe Advisors
Utah
-$255K -2,338 Closed
PTC
1155
Petrus Trust Company
Texas
-$254K -2,329 Closed
KP
1156
Keel Point
Alabama
-$251K -2,302 Closed
GCP
1157
GSA Capital Partners
United Kingdom
-$246K -2,255 Closed
DWT
1158
Dorsey & Whitney Trust
South Dakota
-$244K -2,239 Closed
PWP
1159
Phillips Wealth Planners
Mississippi
-$244K -2,238 Closed
FFA
1160
First Foundation Advisors
California
-$243K -2,227 Closed
MW
1161
Marcum Wealth
Ohio
-$238K -2,179 Closed
RPWA
1162
Regent Peak Wealth Advisors
Georgia
-$236K -2,167 Closed
FHB
1163
First Hawaiian Bank
Hawaii
-$221K -2,026 Closed
BIM
1164
Baldwin Investment Management
Pennsylvania
-$219K -2,005 Closed
CWM
1165
Chesapeake Wealth Management
Virginia
-$216K -1,978 Closed
SIA
1166
Schechter Investment Advisors
Michigan
-$213K -1,954 Closed
DWP
1167
Daymark Wealth Partners
Ohio
-$211K -1,938 Closed
GW
1168
GW & Wade
Massachusetts
-$210K -1,925 Closed
Two Sigma Advisers
1169
Two Sigma Advisers
New York
-$207K -1,900 Closed
CA
1170
Calton & Associates
Florida
-$201K -1,840 Closed
KI
1171
Kapitalo Investimentos
Brazil
-$176K -1,613 Closed
IWP
1172
Icon Wealth Partners
Texas
-$175K -1,608 Closed
CMF
1173
Counterpoint Mutual Funds
California
-$125K -1,143 Closed
IGWM
1174
ICA Group Wealth Management
Colorado
-$123K -1,130 Closed
ODG
1175
O'Dell Group
Ohio
-$120K -1,100 Closed

ALL Hedge Fund Activity: Q3 2023 in Review

1,091 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q3 2023, worth a combined $22.5B — up 1.1% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of ALL and 86 opened new positions — a net loss of 26 holders — while 443 trimmed existing stakes and 352 added.

The largest buyer was Vanguard Group, adding an estimated $363M. The largest seller was Jefferies Financial Group, cutting an estimated $281M.

  • 1,091 institutional investors held Allstate (ALL) as of Q3 2023, down from 1,134 in Q2 2023.
  • Funds reported $22.5B of Allstate stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 86 funds opened new Allstate positions in Q3 2023 and 112 closed out, a net change of -26 holders.
  • The largest Allstate buyer in Q3 2023 was Vanguard Group, an estimated $363M added.
  • The largest Allstate seller in Q3 2023 was Jefferies Financial Group, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2023.