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Allstate

1,326 hedge funds and large institutions have $35.6B invested in Allstate in 2024 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 405 increasing their positions, 478 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 79

74% more call options, than puts

Call options by funds: $443M | Put options by funds: $254M

24% more capital invested

Capital invested by funds: $28.7B → $35.6B (+$6.9B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

7% more funds holding

Funds holding: 1,2431,326 (+83)

0.01% more ownership

Funds ownership: 78.29%78.3% (+0.01%)

15% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 478

Holders
1,326
Holders Change
+83
Holders Change %
+6.68%
% of All Funds
19.1%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
180
Increased
405
Reduced
478
Closed
79
Calls
$443M
Puts
$254M
Net Calls
+$189M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1301
Valued Wealth Advisors
Utah
$4.82K +$474 +3 +12%
DPW
1302
DiNuzzo Private Wealth
Pennsylvania
$4.33K
HCM
1303
Hollencrest Capital Management
California
$4.33K
MAM
1304
MMA Asset Management
Pennsylvania
$3.98K +$3.63K +23 New
CJ
1305
Caitlin John
Michigan
$2.91K -$158 -1 -6%
JFA
1306
JNBA Financial Advisors
Minnesota
$2.6K
PPC
1307
Park Place Capital
Alabama
$2.6K
ECM
1308
Everence Capital Management
Indiana
$2.34K
RS
1309
Rakuten Securities
Japan
$2.25K +$474 +3 +30%
IHWM
1310
Iron Horse Wealth Management
Iowa
$1.73K
PIS
1311
POM Investment Strategies
North Carolina
$1.56K
CAC
1312
Core Alternative Capital
Georgia
$1.38K -$16.1K -102 -93%
APC
1313
Aspire Private Capital
North Carolina
$1.25K
WWM
1314
Wolff Wiese Magana
California
$866
CAM
1315
ClariVest Asset Management
California
$679
NL
1316
NVWM LLC
Pennsylvania
$524 +$474 +3 New
TWP
1317
TFO Wealth Partners
Ohio
$519
GWSA
1318
Global Wealth Strategies & Associates
Colorado
$519 +$474 +3 New
CTA
1319
Colonial Trust Advisors
South Carolina
$346 -$316 -2 -50%
FGAM
1320
Financial Gravity Asset Management
Texas
$342 +$316 +2 New
FIA
1321
FNY Investment Advisers
New York
$198 +$86.8K +550 +92%
MFT
1322
Moisand Fitzgerald Tamayo
Florida
$174
LFG
1323
Larson Financial Group
Missouri
$173 -$49.7K -315 -100%
CP
1324
Castleview Partners
Texas
$173
LI
1325
LRI Investments
Florida
$173 +$158 +1 New

ALL Hedge Fund Activity: Q1 2024 in Review

1,326 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q1 2024, worth a combined $35.6B — up 24% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new ALL positions and 79 closed out — a net gain of 101 holders — while 405 added to existing stakes and 478 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $323M. The largest seller was Charles Schwab, cutting an estimated $647M.

  • 1,326 institutional investors held Allstate (ALL) as of Q1 2024, up from 1,243 in Q4 2023.
  • Funds reported $35.6B of Allstate stock for Q1 2024, up 24% quarter-over-quarter.
  • 180 funds opened new Allstate positions in Q1 2024 and 79 closed out, a net change of +101 holders.
  • The largest Allstate buyer in Q1 2024 was VOYA Investment Management, an estimated $323M added.
  • The largest Allstate seller in Q1 2024 was Charles Schwab, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2024.