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Allegion

332 hedge funds and large institutions have $3.81B invested in Allegion in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 108 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 108

0.24% less ownership

Funds ownership: 83.65%83.41% (-0.24%)

5% less funds holding

Funds holding: 349332 (-17)

12% less capital invested

Capital invested by funds: $4.33B → $3.81B (-$513M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less call options, than puts

Call options by funds: $4.99M | Put options by funds: $6.24M

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

Holders
332
Holders Change
-17
Holders Change %
-4.87%
% of All Funds
9.63%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
28
Increased
122
Reduced
108
Closed
44
Calls
$4.99M
Puts
$6.24M
Net Calls
-$1.25M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$326M +$13.4M +254,870 +4%
BRC
2
Blue Ridge Capital
New York
$211M
State Street
3
State Street
Massachusetts
$209M +$3.88M +74,003 +2%
SC
4
Sculptor Capital
New York
$198M +$1.58M +30,143 +0.7%
VM
5
Valinor Management
New York
$149M +$55.9M +1,067,153 +52%
Select Equity Group
6
Select Equity Group
New York
$136M -$952K -18,163 -0.6%
BIT
7
BlackRock Institutional Trust
California
$118M +$5.44M +103,868 +4%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$113M -$17.8M -339,598 -13%
O
9
OppenheimerFunds
New York
$94M -$812K -15,500 -0.8%
AIM
10
abrdn Investment Management
United Kingdom
$89.5M +$36.5M +696,449 +59%
CS
11
Credit Suisse
Switzerland
$87.7M +$53.2M +1,016,055 +123%
EPCM
12
Eton Park Capital Management
New York
$81M
TFM
13
Trian Fund Management
New York
$78.9M
AWG
14
Alpha Wave Global
New York
$78.1M +$27M +515,000 +46%
SFM
15
Soros Fund Management
New York
$77.6M +$74.1M +1,413,603 +659%
JHIU
16
Janus Henderson Investors US
Colorado
$65.2M +$15M +285,736 +26%
WI
17
WHV Investments
California
$63M -$1.73M -32,928 -2%
TCIM
18
TIAA CREF Investment Management
New York
$61.2M -$67.2M -1,282,988 -50%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$58.2M -$876K -16,712 -1%
BFA
20
BlackRock Fund Advisors
California
$58M +$4.07M +77,659 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$55.6M +$7.23M +137,959 +13%
HI
22
HBK Investments
Texas
$54.9M +$3.74M +71,400 +7%
Norges Bank
23
Norges Bank
Norway
$49.2M -$49.9M -953,073 -48%
Northern Trust
24
Northern Trust
Illinois
$45.6M -$1.06M -20,284 -2%
MAI
25
Marble Arch Investments
New York
$45M

ALLE Hedge Fund Activity: Q3 2014 in Review

332 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2014, worth a combined $3.81B — down 12% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ALLE and 28 opened new positions — a net loss of 16 holders — while 108 trimmed existing stakes and 122 added.

The largest buyer was Soros Fund Management, adding an estimated $74.1M. The largest seller was Mason Capital Management, exiting entirely with an estimated $108M sold.

  • 332 institutional investors held Allegion (ALLE) as of Q3 2014, down from 349 in Q2 2014.
  • Funds reported $3.81B of Allegion stock for Q3 2014, down 12% quarter-over-quarter.
  • 28 funds opened new Allegion positions in Q3 2014 and 44 closed out, a net change of -16 holders.
  • The largest Allegion buyer in Q3 2014 was Soros Fund Management, an estimated $74.1M added.
  • The largest Allegion seller in Q3 2014 was Mason Capital Management, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2014.