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Allegion
ALLE

Overview Fund Activity

561 hedge funds and large institutions have $8.71B invested in Allegion in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 198 increasing their positions, 165 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
8.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
83
Increased
198
Reduced
165
Closed
39
Calls
$1.69M
Puts
$3M
Net Calls
-$1.31M
Net Calls Change
+$342K

Top Buyers

1
BlackRock
1
BlackRock
New York
$921M
2
Millennium Management
2
Millennium Management
New York
$135M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$43.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$65.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$35.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.44M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
Select Equity Group
3
Select Equity Group
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$68.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quent Capital
New York
$12.6K +$3.95K +37 +46%
IA
502
IFP Advisors
Florida
$12.1K -$5.65K -114 -32%
BEI
503
Benjamin Edwards Inc
Missouri
$12K +$4.31K +42 +56%
MIM
504
Macroview Investment Management
Maryland
$11.3K +$11.3K +106 New
OSNBOA
505
Old Second National Bank of Aurora
Illinois
$11.2K – – –
WTA
506
Washington Trust Advisors
Massachusetts
$10.8K – – –
GRP
507
Global Retirement Partners
California
$10.4K +$654 +6 +7%
DSC
508
Duncker Streett & Co
Missouri
$9.82K – – –
CA
509
Crewe Advisors
Utah
$9.29K – – –
BTI
510
Blue Trust Inc
Georgia
$8K +$111 +1 +1%
GWSG
511
GPS Wealth Strategies Group
Colorado
$7.82K +$7.82K +73 New
FFA
512
Farther Finance Advisors
California
$7.69K +$5.23K +49 +213%
RWM
513
Ruedi Wealth Management
Illinois
$7.58K – – –
FCA
514
Fortis Capital Advisors
Kansas
$7.47K – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$7.15K -$854 -8 -11%
RAM
516
Riggs Asset Management
Pennsylvania
$7.05K – – –
IRC
517
Investors Research Corp
Georgia
$7.04K – – –
FP
518
Financial Perspectives
Minnesota
$7.04K – – –
EWM
519
Endurance Wealth Management
Rhode Island
$7K – – –
SFG
520
Steward Financial Group
Texas
$7K +$5.38K +53 +331%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$6.72K – – –
WT
522
Washington Trust
Rhode Island
$6.4K – – –
PP
523
PFS Partners
New Jersey
$6.39K – – –
WP
524
WealthPLAN Partners
Nebraska
$5.87K +$5.87K +55 New
SIC
525
Salem Investment Counselors
North Carolina
$5.34K – – –
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