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Allegion

340 hedge funds and large institutions have $4.8B invested in Allegion in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $2.47M

7% more capital invested

Capital invested by funds: $4.47B → $4.8B (+$335M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 46

2% less funds holding

Funds holding: 347340 (-7)

2.38% less ownership

Funds ownership: 84.27%81.89% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 117

Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
44
Increased
98
Reduced
117
Closed
46
Calls
$19.4M
Puts
$2.47M
Net Calls
+$17M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
126
United Services Automobile Association
Texas
$1.67M +$62.2K +1,089 +4%
US Bancorp
127
US Bancorp
Minnesota
$1.65M -$322K -5,638 -17%
GF
128
Gabelli Funds
New York
$1.53M
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.53M -$550K -9,617 -28%
Comerica Bank
130
Comerica Bank
Texas
$1.53M -$1.46M -25,602 -51%
MAA
131
Managed Account Advisors
New Jersey
$1.52M +$495K +8,665 +54%
RJA
132
Raymond James & Associates
Florida
$1.45M +$190K +3,330 +16%
IRF
133
IBM Retirement Fund
New York
$1.42M
EIM
134
ExxonMobil Investment Management
Texas
$1.41M +$29.7K +520 +2%
Federated Hermes
135
Federated Hermes
Pennsylvania
$1.41M -$469K -8,211 -26%
Bessemer Group
136
Bessemer Group
New Jersey
$1.32M -$1.89K -33 -0.2%
MCM
137
Moore Capital Management
New York
$1.31M -$199K -3,474 -14%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$1.31M +$4.46K +78 +0.4%
HIMCH
139
Hartford Investment Management Co (HIMCO)
Connecticut
$1.27M -$36.1K -631 -3%
SG Americas Securities
140
SG Americas Securities
New York
$1.27M -$2.9M -50,662 -71%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$1.16M +$1.09M +19,000 New
URS
142
Utah Retirement Systems
Utah
$1.06M +$34.3K +600 +4%
VRS
143
Virginia Retirement Systems
Virginia
$1.03M
TCM
144
Tradition Capital Management
New Jersey
$986K -$90.5K -1,583 -9%
OAC
145
OMERS Administration Corp
Ontario, Canada
$979K
CL
146
CSS LLC
Illinois
$976K
CSIC
147
Clifford Swan Investment Counsel
California
$970K -$144K -2,525 -14%
GIA
148
Gateway Investment Advisers
Ohio
$943K -$7.83K -137 -0.9%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$940K -$51.4K -900 -6%
BJ
150
BlackRock Japan
Japan
$939K +$417K +7,298 +91%

ALLE Hedge Fund Activity: Q1 2015 in Review

340 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2015, worth a combined $4.8B — up 7.5% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ALLE and 44 opened new positions — a net loss of 2 holders — while 117 trimmed existing stakes and 98 added.

The largest buyer was abrdn Investment Management, adding an estimated $118M. The largest seller was Sculptor Capital, exiting entirely with an estimated $134M sold.

  • 340 institutional investors held Allegion (ALLE) as of Q1 2015, down from 347 in Q4 2014.
  • Funds reported $4.8B of Allegion stock for Q1 2015, up 7.5% quarter-over-quarter.
  • 44 funds opened new Allegion positions in Q1 2015 and 46 closed out, a net change of -2 holders.
  • The largest Allegion buyer in Q1 2015 was abrdn Investment Management, an estimated $118M added.
  • The largest Allegion seller in Q1 2015 was Sculptor Capital, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2015.