Allstate
1,142 hedge funds and large institutions have $26B invested in Allstate in 2020 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 378 increasing their positions, 384 reducing their positions, and 70 closing their positions.
161% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 70
36% more call options, than puts
Call options by funds: $128M | Put options by funds: $94.1M
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
16% more capital invested
Capital invested by funds: $22.4B → $26B (+$3.66B)
10% more funds holding
Funds holding: 1,040 → 1,142 (+102)
0.31% more ownership
Funds ownership: 76.29% → 76.6% (+0.31%)
2% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$198M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$147M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$125M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$68.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$197M |
| 2 |
BlackRock
New York
|
-$171M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$140M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$103M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$102M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMG
1201
Spectrum Management Group
Indianapolis,
Indiana
| – | -$7K | -76 | Closed |
|
|
LF
1202
Lee Financial
Dallas,
Texas
| – | -$7K | -71 | Closed |
|
|
PFWA
1203
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$6K | -62 | Closed |
|
1204
Fidelity International
Hamilton,
Bermuda
| – | -$5.21K | -53 | -95% |
|
|
SBL
1205
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$3K | -33 | Closed |
|
|
SQA
1206
Simon Quick Advisors
Morristown,
New Jersey
| – | -$1K | -12 | Closed |
|
|
ADIM
1207
Alpha DNA Investment Management
Columbia,
Maryland
| – | +$295 | +3 | New |
|
|
CWM
1208
Curi Wealth Management
Raleigh,
North Carolina
| – | +$295 | +3 | New |
|
ALL Hedge Fund Activity: Q4 2020 in Review
1,142 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q4 2020, worth a combined $26B — up 16% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new ALL positions and 70 closed out — a net gain of 113 holders — while 378 added to existing stakes and 384 trimmed.
The largest buyer was UBS AM, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $197M.
- 1,142 institutional investors held Allstate (ALL) as of Q4 2020, up from 1,040 in Q3 2020.
- Funds reported $26B of Allstate stock for Q4 2020, up 16% quarter-over-quarter.
- 183 funds opened new Allstate positions in Q4 2020 and 70 closed out, a net change of +113 holders.
- The largest Allstate buyer in Q4 2020 was UBS AM, an estimated $198M added.
- The largest Allstate seller in Q4 2020 was Citadel Advisors, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2020.