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Allstate

780 hedge funds and large institutions have $19.4B invested in Allstate in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 258 increasing their positions, 316 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.58% less ownership

Funds ownership: 78.68%76.1% (-2.6%)

4% less funds holding

Funds holding: 811780 (-31)

6% less capital invested

Capital invested by funds: $20.6B → $19.4B (-$1.17B)

17% less call options, than puts

Call options by funds: $101M | Put options by funds: $122M

18% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 316

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

30% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 61

Holders
780
Holders Change
-31
Holders Change %
-3.82%
% of All Funds
20.81%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.4%
New
43
Increased
258
Reduced
316
Closed
61
Calls
$101M
Puts
$122M
Net Calls
-$20.7M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.56B +$30.6M +444,475 +2%
State Street
2
State Street
Massachusetts
$1.11B +$24.1M +350,406 +2%
Macquarie Group
3
Macquarie Group
Australia
$722M -$721M -10,475,633 -50%
BIT
4
BlackRock Institutional Trust
California
$700M -$1.06M -15,373 -0.2%
Boston Partners
5
Boston Partners
Massachusetts
$658M +$4.12M +59,779 +0.6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$551M -$78.2M -1,136,256 -12%
Franklin Resources
7
Franklin Resources
California
$543M -$30.2M -438,974 -5%
Northern Trust
8
Northern Trust
Illinois
$426M +$67.1M +973,808 +19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$424M -$15.4M -223,007 -4%
Invesco
10
Invesco
Georgia
$418M -$9.81M -142,422 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$378M -$6.56M -95,210 -2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$356M +$34M +493,821 +11%
BFA
13
BlackRock Fund Advisors
California
$335M +$13.6M +198,027 +4%
Wells Fargo
14
Wells Fargo
California
$334M +$16.1M +233,513 +5%
American Century Companies
15
American Century Companies
Missouri
$311M +$42.4M +615,643 +16%
AL
16
AJO LP
Pennsylvania
$308M +$2.37M +34,455 +0.8%
BG
17
BlackRock Group
United Kingdom
$267M +$5.59M +81,241 +2%
BA
18
BlackRock Advisors
Delaware
$250M -$11.7M -169,303 -4%
AIM
19
abrdn Investment Management
United Kingdom
$227M +$2.96M +42,971 +1%
Bank of America
20
Bank of America
North Carolina
$225M +$14.8M +215,167 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$219M +$7.69M +111,695 +4%
AL
22
Appaloosa LP
New Jersey
$216M -$14.9M -216,746 -6%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$213M -$4.94M -71,693 -2%
APG Asset Management
24
APG Asset Management
Netherlands
$202M +$43.2M +626,833 +27%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$197M -$14M -203,637 -7%

ALL Hedge Fund Activity: Q3 2016 in Review

780 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Allstate (ALL) for Q3 2016, worth a combined $19.4B — down 5.7% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ALL and 43 opened new positions — a net loss of 18 holders — while 316 trimmed existing stakes and 258 added.

The largest buyer was Northern Trust, adding an estimated $67.1M. The largest seller was Macquarie Group, cutting an estimated $721M.

  • 780 institutional investors held Allstate (ALL) as of Q3 2016, down from 811 in Q2 2016.
  • Funds reported $19.4B of Allstate stock for Q3 2016, down 5.7% quarter-over-quarter.
  • 43 funds opened new Allstate positions in Q3 2016 and 61 closed out, a net change of -18 holders.
  • The largest Allstate buyer in Q3 2016 was Northern Trust, an estimated $67.1M added.
  • The largest Allstate seller in Q3 2016 was Macquarie Group, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2016.