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Allegion

529 hedge funds and large institutions have $8.51B invested in Allegion in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 196 increasing their positions, 169 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-20
Holders Change %
-3.64%
% of All Funds
8.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
196
Reduced
169
Closed
72
Calls
$11.7M
Puts
$4.84M
Net Calls
+$6.89M
Net Calls Change
+$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$213K +2,043 New
CAM
377
Cresset Asset Management
Illinois
$210K -$8.96K -86 -4%
NIMI
378
Natixis Investment Managers International
France
$209K
SWP
379
Stratos Wealth Partners
Ohio
$209K +$6.36K +61 +3%
WA
380
Wealth Alliance
New York
$209K -$3.96K -38 -2%
ONB
381
Old National Bancorp
Indiana
$208K -$10.7K -103 -5%
GI
382
GAMCO Investors
Connecticut
$208K
HPC
383
HM Payson & Co
Maine
$207K
FTDI
384
First Trust Direct Indexing
Massachusetts
$206K -$18.2K -175 -8%
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$204K +$47.9K +460 +31%
FB
386
Fulton Bank
Pennsylvania
$204K +$204K +1,956 New
FHB
387
First Hawaiian Bank
Hawaii
$204K +$24.8K +238 +14%
CWP
388
Concord Wealth Partners
Virginia
$202K +$150K +1,442 +288%
MA
389
Montag & Associates
Georgia
$182K
SFM
390
Systematic Financial Management
New Jersey
$174K
RMC
391
Resources Management Corp
Connecticut
$160K
HI
392
Horizon Investments
North Carolina
$149K +$1.67K +16 +1%
GIA
393
GHP Investment Advisors
Colorado
$125K
HT
394
Headlands Technologies
Illinois
$117K +$117K +1,127 New
DZ Bank
395
DZ Bank
Germany
$114K
AIP
396
Ameritas Investment Partners
Nebraska
$113K
CTC
397
Central Trust Company
Missouri
$96.7K -$4.17K -40 -4%
Lazard Asset Management
398
Lazard Asset Management
New York
$96K -$180K -1,751 -65%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$95K +$26.2K +250 +38%
AF
400
Allworth Financial
California
$91.5K +$4.27K +41 +5%