Allegion
ALLE
470 hedge funds and large institutions have $6.93B invested in Allegion in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 152 increasing their positions, 119 reducing their positions, and 32 closing their positions.
213% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 32
28% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 119
16% more funds holding
Funds holding: 406 → 470 (+64)
1.68% more ownership
Funds ownership: 90.36% → 92.05% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less capital invested
Capital invested by funds: $7.42B → $6.93B (-$484M)
77% less call options, than puts
Call options by funds: $629K | Put options by funds: $2.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$109M |
| 2 |
JP Morgan Chase
New York
|
+$68.6M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$64.1M |
| 4 |
Morgan Stanley
New York
|
+$49.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$147M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$113M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$113M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$42.4M |
| 5 |
Jennison Associates
New York
|
-$38M |
ALLE Hedge Fund Activity: Q4 2017 in Review
470 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q4 2017, worth a combined $6.93B — down 6.5% from $7.42B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new ALLE positions and 32 closed out — a net gain of 68 holders — while 152 added to existing stakes and 119 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $109M. The largest seller was Artisan Partners, exiting entirely with an estimated $147M sold.
- 470 institutional investors held Allegion (ALLE) as of Q4 2017, up from 406 in Q3 2017.
- Funds reported $6.93B of Allegion stock for Q4 2017, down 6.5% quarter-over-quarter.
- 100 funds opened new Allegion positions in Q4 2017 and 32 closed out, a net change of +68 holders.
- The largest Allegion buyer in Q4 2017 was AllianceBernstein, an estimated $109M added.
- The largest Allegion seller in Q4 2017 was Artisan Partners, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2017.