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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
CWM
1201
Cranbrook Wealth Management
Michigan
$9.24K
EBA
1202
Eagle Bay Advisors
New York
$8.54K
TF
1203
Tompkins Financial
New York
$7.98K
RF
1204
Robbins Farley
New Hampshire
$6.86K
FIM
1205
FWL Investment Management
Texas
$6.86K +$6.39K +49 New
RTL
1206
Red Tortoise LLC
Georgia
$6.83K +$130 +1 +2%
TCM
1207
Tradewinds Capital Management
Washington
$6.3K
FP
1208
Financial Perspectives
Minnesota
$6.16K
AWM
1209
Able Wealth Management
New Jersey
$6.11K +$5.74K +44 New
1832 Asset Management
1210
1832 Asset Management
Ontario, Canada
$5.6K -$7.69K -59 -60%
TFM
1211
TFC Financial Management
Massachusetts
$5.49K
SIC
1212
SJS Investment Consulting
Ohio
$5.46K +$652 +5 +15%
RFG
1213
RFP Financial Group
Georgia
$5.34K
AWM
1214
Abound Wealth Management
Tennessee
$4.9K -$391 -3 -8%
Kayne Anderson Rudnick Investment Management
1215
Kayne Anderson Rudnick Investment Management
California
$4.76K +$1.43K +11 +50%
AT
1216
Avalon Trust
New Mexico
$4.2K
SR
1217
Syntax Research
Florida
$3.92K
DF
1218
Dunhill Financial
United Kingdom
$3.64K +$3.39K +26 New
HCM
1219
Hollencrest Capital Management
California
$3.5K
DPW
1220
DiNuzzo Private Wealth
Pennsylvania
$3.5K +$3.26K +25 New
NMG
1221
New Millennium Group
Utah
$3.36K
LF
1222
Lee Financial
Texas
$3.24K +$3K +23 New
VWA
1223
Valued Wealth Advisors
Utah
$2.86K +$3.26K +25 New
CJ
1224
Caitlin John
Michigan
$2.5K +$2.35K +18 New
LCM
1225
Logan Capital Management
Pennsylvania
$2.1K -$1.96K -15 -50%

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.