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Allegion

492 hedge funds and large institutions have $7.98B invested in Allegion in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-32
Holders Change %
-6.11%
% of All Funds
10.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
52
Increased
144
Reduced
191
Closed
81
Calls
$4.97M
Puts
$3.1M
Net Calls
+$1.86M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
401
Marshall Wace
United Kingdom
$30K +$30K +325 New
SIAS
402
Shine Investment Advisory Services
Colorado
$29K
BL
403
Balentine LLC
Georgia
$24K +$837 +9 +4%
KPW
404
Kore Private Wealth
New York
$23K +$7.43K +82 +48%
MAM
405
Meeder Asset Management
Ohio
$22K -$809K -8,679 -97%
AF
406
Advisornet Financial
Minnesota
$22K
DSC
407
Duncker Streett & Co
Missouri
$22K
LWM
408
Liberty Wealth Management
California
$21K -$378K -504 -95%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$21K
POIA
410
Pin Oak Investment Advisors
Texas
$20K
HWA
411
Heritage Wealth Advisors
Virginia
$18.4K
EWM
412
Endurance Wealth Management
Rhode Island
$18K -$90 -1 -0.5%
FMP
413
Financial Management Professionals
Texas
$18K
HDIM
414
Hanson & Doremus Investment Management
Vermont
$18K
BFC
415
Bedel Financial Consulting
Indiana
$18K
ASN
416
Advisory Services Network
Georgia
$18K +$4.2K +45 +30%
JCM
417
Jacobi Capital Management
Pennsylvania
$18K +$18K +192 New
TWA
418
TCI Wealth Advisors
Arizona
$16K
KFS
419
Kelly Financial Services
Massachusetts
$15.5K
FCA
420
FinTrust Capital Advisors
South Carolina
$14K -$1.87K -20 -12%
WTC
421
WhitTier Trust Company
Nevada
$14K
RE
422
RBC Europe
United Kingdom
$13.8K -$12K -130 -46%
FRA
423
Front Row Advisors
California
$12K
OIA
424
Optimum Investment Advisors
Illinois
$12K
NSIM
425
North Star Investment Management
Illinois
$11K