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Allegion

548 hedge funds and large institutions have $10.6B invested in Allegion in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 192 increasing their positions, 179 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+19
Holders Change %
+3.59%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
192
Reduced
179
Closed
55
Calls
$20.7M
Puts
$4.45M
Net Calls
+$16.3M
Net Calls Change
+$9.39M
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
451
Hazlett, Burt & Watson
West Virginia
$34K
UIA
452
Ulland Investment Advisors
Minnesota
$34K
CWM
453
Compass Wealth Management
Connecticut
$30.9K +$1.39K +11 +5%
IA
454
IFP Advisors
Florida
$30.8K -$10.9K -86 -26%
PTC
455
Private Trust Company
Ohio
$28.1K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$28K +$2.53K +20 +10%
CFO
457
CVA Family Office
Colorado
$28K +$28K +221 New
FMP
458
Financial Management Professionals
Texas
$27K
SS
459
Sunbelt Securities
Texas
$26.5K -$2.66K -21 -9%
NSIM
460
North Star Investment Management
Illinois
$26.5K -$633 -5 -2%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$25.5K -$16.2K -128 -39%
HDIM
462
Hanson & Doremus Investment Management
Vermont
$25K
SWM
463
Spire Wealth Management
Virginia
$24.4K -$4.27M -34,996 -99%
MFA
464
McClarren Financial Advisors
Pennsylvania
$24K
PAG
465
Paladin Advisory Group
Iowa
$22.2K
WTC
466
WhitTier Trust Company
Nevada
$21.4K -$25.8K -204 -55%
KFS
467
Kelly Financial Services
Massachusetts
$21.3K
LCM
468
Logan Capital Management
Pennsylvania
$21K
VWM
469
Venturi Wealth Management
Texas
$20.7K -$380 -3 -2%
CT
470
Cambridge Trust
Massachusetts
$20.3K
EC
471
EdgeRock Capital
Colorado
$18.9K +$18.9K +148 New
AAP
472
Arax Advisory Partners
Colorado
$18.6K
Loomis, Sayles & Company
473
Loomis, Sayles & Company
Massachusetts
$17K -$7.45K -60 -30%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$17K +$127 +1 +0.8%
PPC
475
Park Place Capital
Alabama
$16.9K -$45.7K -361 -73%