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Allegion
ALLE

Overview Fund Activity

470 hedge funds and large institutions have $6.93B invested in Allegion in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+64
Holders Change %
+15.76%
% of All Funds
10.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
100
Increased
152
Reduced
119
Closed
32
Calls
$629K
Puts
$2.71M
Net Calls
-$2.08M
Net Calls Change
-$1.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$320M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$522M
3
FPP
Findlay Park Partners
United Kingdom
$60.9M
4
Morgan Stanley
Morgan Stanley
New York
$70.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$785M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Aberdeen Group
Aberdeen Group
United Kingdom
$171M
3
DZ Bank
DZ Bank
Germany
$15.2M
4
Wells Fargo
Wells Fargo
California
$74.5M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
376
Advisors Asset Management
Colorado
$49K -$237 -3 -0.5%
IWM
377
IHT Wealth Management
Illinois
$47K +$5.52K +68 +13%
WB
378
Webster Bank
Connecticut
$45K – – –
CCM
379
Cribstone Capital Management
Maine
$41K – – –
OSNBOA
380
Old Second National Bank of Aurora
Illinois
$40K – – –
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$40K – – –
PA
382
Parallel Advisors
California
$40K – – –
FHA
383
First Horizon Advisors
Tennessee
$36K -$4K -50 -10%
BBHC
384
Brown Brothers Harriman & Co
New York
$35K +$8.63K +110 +33%
WAM
385
Wealthspire Advisors (Maryland)
Maryland
$35K +$21.7K +274 +164%
EWM
386
Endurance Wealth Management
Rhode Island
$34K – – –
HFP
387
Holistic Financial Partners
Indiana
$34K +$34K +432 New
GWM
388
Geneos Wealth Management
Colorado
$33K +$22.1K +282 +203%
LJHT
389
Laurie J. Hall Trustee
$32K – – –
MCM
390
Manchester Capital Management
Vermont
$32K +$1.27K +16 +4%
RE
391
RBC Europe
United Kingdom
$31.2K – – –
SFG
392
SevenBridge Financial Group
Pennsylvania
$29K – – –
SAM
393
Solaris Asset Management
New York
$28K – – –
CB
394
Community Bank
New York
$26K – – –
OIA
395
OneDigital Investment Advisors
Kansas
$26K +$26K +317 New
FPFS
396
First Personal Financial Services
North Carolina
$26K +$26K +331 New
GLI
397
Guardian Life Insurance
New York
$24K +$7.27K +93 +43%
DCM
398
Delpha Capital Management
New York
$24K +$24K +300 New
MFW
399
Mosaic Family Wealth
Missouri
$23K – – –
KJWM
400
Kiley Juergens Wealth Management
Washington
$22K +$22K +285 New
14 15
16
17 18