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Allegion
ALLE

Overview Fund Activity

524 hedge funds and large institutions have $8.38B invested in Allegion in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 174 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+35
Holders Change %
+7.16%
% of All Funds
8.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
86
Increased
174
Reduced
176
Closed
43
Calls
$2.55M
Puts
$4.2M
Net Calls
-$1.66M
Net Calls Change
-$1.29M

Top Buyers

1
Walleye Capital
1
Walleye Capital
New York
$30M
2
Select Equity Group
2
Select Equity Group
New York
$48.7M
3
Boston Partners
3
Boston Partners
Massachusetts
$426M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$35.2M
5
Norges Bank
5
Norges Bank
Norway
$76.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$86.4M
2
Aviva
2
Aviva
United Kingdom
$1.25M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$66.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MUMSS
501
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$2K -20 -50%
AF
502
Advisornet Financial
Minnesota
$2K +$1.9K +18 +1,800%
MWC
503
MBM Wealth Consultants
Missouri
$2K +$2K +19 New
DI
504
Disciplined Investments
Oklahoma
$1.68K +$105 +1 +7%
SWA
505
Sutton Wealth Advisors
Florida
$1.58K – – –
ZB
506
Zions Bancorporation
Utah
$1.26K – – –
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$1.26K – – –
RFG
508
RFP Financial Group
Georgia
$1.26K +$1.26K +12 New
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$1.16K – – –
MCC
510
Money Concepts Capital
Florida
$1.16K +$1.16K +11 New
ANBT
511
American National Bank & Trust
Texas
$1K -$9.8K -49 -91%
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$1K – – –
UB
513
UMB Bank
Missouri
$1K – – –
SFG
514
Steward Financial Group
Texas
$1K +$1K +16 New
BAAM
515
Baker Avenue Asset Management
California
$947 +$947 +9 New
TWP
516
TFO Wealth Partners
Ohio
$937 +$937 +27 New
MCM
517
MV Capital Management
Maryland
$632 +$632 +6 New
BIA
518
Bell Investment Advisors
California
$632 +$632 +6 New
ACA
519
Atlas Capital Advisors
Wyoming
$631 – – –
LF
520
Lee Financial
Texas
$421 -$421 -4 -50%
TFM
521
TFC Financial Management
Massachusetts
$421 – – –
CWC
522
Carolinas Wealth Consulting
North Carolina
$421 +$421 +4 New
TWD
523
True Wealth Design
Ohio
$316 +$316 +3 New
CAM
524
CenterStar Asset Management
Illinois
$303 – – –
BWL
525
Bogart Wealth LLC
Virginia
$28 -$6K -64 Closed
19 20
21
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