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Allegion

348 hedge funds and large institutions have $4.7B invested in Allegion in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

603% more call options, than puts

Call options by funds: $9.6M | Put options by funds: $1.36M

1.06% more ownership

Funds ownership: 84.04%85.11% (+1.1%)

2% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

3% less capital invested

Capital invested by funds: $4.83B → $4.7B (-$128M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

1% less funds holding

Funds holding: 352348 (-4)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
348
Holders Change
-4
Holders Change %
-1.14%
% of All Funds
9.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
32
Increased
112
Reduced
114
Closed
33
Calls
$9.6M
Puts
$1.36M
Net Calls
+$8.24M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
376
Thompson Siegel & Walmsley
Virginia
-$5K -83 Closed
WCM
377
Wealthcare Capital Management
Virginia
-$2K -41 Closed
WOC
378
West Oak Capital
California
-$1.26K -21 Closed

ALLE Hedge Fund Activity: Q3 2015 in Review

348 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2015, worth a combined $4.7B — down 2.6% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ALLE and 32 opened new positions — a net loss of 1 holder — while 114 trimmed existing stakes and 112 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $256M. The largest seller was Citadel Advisors, cutting an estimated $72.4M.

  • 348 institutional investors held Allegion (ALLE) as of Q3 2015, down from 352 in Q2 2015.
  • Funds reported $4.7B of Allegion stock for Q3 2015, down 2.6% quarter-over-quarter.
  • 32 funds opened new Allegion positions in Q3 2015 and 33 closed out, a net change of -1 holder.
  • The largest Allegion buyer in Q3 2015 was T. Rowe Price Associates, an estimated $256M added.
  • The largest Allegion seller in Q3 2015 was Citadel Advisors, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2015.