We are live on ! Find out more
ALLE icon

Allegion

502 hedge funds and large institutions have $9.59B invested in Allegion in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 141 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $1.93M

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

13% more capital invested

Capital invested by funds: $8.49B → $9.59B (+$1.1B)

8% more funds holding

Funds holding: 464502 (+38)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.53% less ownership

Funds ownership: 93.69%91.17% (-2.5%)

18% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 172

Holders
502
Holders Change
+38
Holders Change %
+8.19%
% of All Funds
8.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
141
Reduced
172
Closed
37
Calls
$4.8M
Puts
$1.93M
Net Calls
+$2.87M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$14.9M -$5.66M -52,074 -29%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$14.4M +$248K +2,278 +2%
ZIG
78
Zurich Insurance Group
Switzerland
$14.2M +$2.03M +18,680 +18%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.8M -$740K -6,806 -5%
RFA
80
Reilly Financial Advisors
California
$13.7M +$233K +2,147 +2%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$13.2M -$610K -5,612 -5%
SBCM
82
Schwerin Boyle Capital Management
Massachusetts
$13.1M
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$12.3M +$2.2M +20,270 +24%
Stifel Financial
84
Stifel Financial
Missouri
$12M +$1.25M +11,486 +12%
BCIM
85
British Columbia Investment Management
British Columbia, Canada
$11.9M +$2.84M +26,087 +34%
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$11.9M +$4.89M +45,002 +79%
Axa
87
Axa
France
$10.9M -$65.2K -600 -0.6%
KBC Group
88
KBC Group
Belgium
$10.8M
Marshall Wace
89
Marshall Wace
United Kingdom
$10.2M -$477K -4,388 -5%
NP
90
NS Partners
United Kingdom
$9.86M +$26.4K +243 +0.3%
BIAS
91
Beacon Investment Advisory Services
New Jersey
$9.82M +$28.3K +260 +0.3%
Barclays
92
Barclays
United Kingdom
$9.69M -$1.36M -12,544 -13%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$9.66M -$970K -8,924 -10%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$9.61M +$332K +3,056 +4%
Truist Financial
95
Truist Financial
North Carolina
$9.44M +$842K +7,750 +11%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$9.35M -$4.24M -39,029 -33%
MHC
97
Meyer Handelman Company
New York
$9.32M -$87K -800 -1%
MSV
98
MN Services Vermogensbeheer
Netherlands
$9.18M
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$9.09M +$3.35M +30,803 +69%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$8.91M +$8.32M +76,574 New

ALLE Hedge Fund Activity: Q4 2020 in Review

502 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q4 2020, worth a combined $9.59B — up 13% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ALLE positions and 37 closed out — a net gain of 43 holders — while 141 added to existing stakes and 172 trimmed.

The largest buyer was APG Asset Management, adding an estimated $261M. The largest seller was BlackRock, cutting an estimated $183M.

  • 502 institutional investors held Allegion (ALLE) as of Q4 2020, up from 464 in Q3 2020.
  • Funds reported $9.59B of Allegion stock for Q4 2020, up 13% quarter-over-quarter.
  • 80 funds opened new Allegion positions in Q4 2020 and 37 closed out, a net change of +43 holders.
  • The largest Allegion buyer in Q4 2020 was APG Asset Management, an estimated $261M added.
  • The largest Allegion seller in Q4 2020 was BlackRock, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2020.