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Allegion

394 hedge funds and large institutions have $6.58B invested in Allegion in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

17% more capital invested

Capital invested by funds: $5.62B → $6.58B (+$953M)

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

0.56% less ownership

Funds ownership: 91.6%91.04% (-0.56%)

1% less funds holding

Funds holding: 398394 (-4)

24% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 142

32% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.58M

Holders
394
Holders Change
-4
Holders Change %
-1.01%
% of All Funds
9.81%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
48
Increased
108
Reduced
142
Closed
45
Calls
$1.07M
Puts
$1.58M
Net Calls
-$513K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$60.4M -$590K -8,349 -1%
Goldman Sachs
27
Goldman Sachs
New York
$59.3M +$17.4M +247,014 +46%
Franklin Resources
28
Franklin Resources
California
$53.1M
Two Sigma Investments
29
Two Sigma Investments
New York
$53.1M +$18.4M +260,006 +59%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$50.4M -$1.43M -20,274 -3%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$49.7M +$5.98M +84,747 +15%
GIM
32
Generation Investment Management
United Kingdom
$48.9M +$45.6M +645,518 New
IIP
33
Intermede Investment Partners
United Kingdom
$48.4M +$3.15M +44,567 +8%
Handelsbanken Fonder
34
Handelsbanken Fonder
Sweden
$48M +$5.72M +81,000 +15%
Deutsche Bank
35
Deutsche Bank
Germany
$45.6M +$740K +10,475 +2%
SAM
36
Silvercrest Asset Management
New York
$44.8M +$1.15M +16,295 +3%
Norges Bank
37
Norges Bank
Norway
$43.8M -$5.24M -74,212 -11%
GC
38
Guggenheim Capital
Illinois
$40M -$1.61M -22,733 -4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$36M +$2.87M +40,666 +9%
AI
40
Axiom Investors
Connecticut
$34M -$44.4M -628,103 -58%
ACH
41
ArrowMark Colorado Holdings
Colorado
$34M +$3.41M +48,290 +12%
Charles Schwab
42
Charles Schwab
California
$32.3M +$1.41M +19,987 +5%
MCM
43
McKinley Capital Management
Alaska
$31.7M +$47.7K +676 +0.2%
OTPPB
44
Ontario Teachers' Pension Plan Board
Ontario, Canada
$31.5M +$14.1M +200,000 +93%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$29.8M +$309K +4,372 +1%
Legal & General Group
46
Legal & General Group
United Kingdom
$28.6M +$974K +13,791 +4%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$26.1M -$15.5M -219,709 -39%
WRF
48
Waddell & Reed Financial
Kansas
$22.6M +$21.1M +298,695 New
Renaissance Technologies
49
Renaissance Technologies
New York
$21.6M -$17.7M -250,600 -47%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$20.1M -$5.15M -72,956 -22%

ALLE Hedge Fund Activity: Q1 2017 in Review

394 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2017, worth a combined $6.58B — up 17% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ALLE positions and 45 closed out — a net gain of 3 holders — while 108 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $361M. The largest seller was Select Equity Group, cutting an estimated $98.4M.

  • 394 institutional investors held Allegion (ALLE) as of Q1 2017, down from 398 in Q4 2016.
  • Funds reported $6.58B of Allegion stock for Q1 2017, up 17% quarter-over-quarter.
  • 48 funds opened new Allegion positions in Q1 2017 and 45 closed out, a net change of +3 holders.
  • The largest Allegion buyer in Q1 2017 was BlackRock, an estimated $361M added.
  • The largest Allegion seller in Q1 2017 was Select Equity Group, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2017.