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Allegion

472 hedge funds and large institutions have $7.24B invested in Allegion in 2018 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

5% more capital invested

Capital invested by funds: $6.93B → $7.24B (+$312M)

0% more funds holding

Funds holding: 470472 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.08% less ownership

Funds ownership: 92.05%88.97% (-3.1%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 158

21% less call options, than puts

Call options by funds: $5.41M | Put options by funds: $6.85M

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
133
Reduced
158
Closed
53
Calls
$5.41M
Puts
$6.85M
Net Calls
-$1.44M
Net Calls Change
+$633K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$825M -$16.1M -192,502 -2%
BlackRock
2
BlackRock
New York
$548M +$25.5M +304,047 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$525M -$24.6M -293,017 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$486M -$72.1M -860,048 -13%
AllianceBernstein
5
AllianceBernstein
Tennessee
$474M +$129M +1,534,216 +38%
State Street
6
State Street
Massachusetts
$350M -$42.1M -502,833 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$220M -$116M -1,386,512 -35%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$188M +$4.16M +49,683 +2%
UBS AM
9
UBS AM
Illinois
$127M -$10.1M -121,085 -8%
Bessemer Group
10
Bessemer Group
New Jersey
$116M +$2.76M +32,945 +2%
Bank of America
11
Bank of America
North Carolina
$107M -$2.95M -35,222 -3%
Deutsche Bank
12
Deutsche Bank
Germany
$104M -$607K -7,244 -0.6%
FPP
13
Findlay Park Partners
United Kingdom
$96.8M +$31M +370,000 +48%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$93.5M +$6.19M +73,868 +7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$91.8M -$7.32M -87,335 -8%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$91.1M +$868K +10,356 +1%
Northern Trust
17
Northern Trust
Illinois
$89.3M -$774K -9,230 -0.9%
WJA
18
Williams Jones & Associates
New York
$85.5M -$1.39M -16,588 -2%
CAM
19
Congress Asset Management
Massachusetts
$84.4M +$7.81M +93,218 +10%
WRF
20
Waddell & Reed Financial
Kansas
$78.7M +$8.96M +106,837 +13%
Goldman Sachs
21
Goldman Sachs
New York
$74.5M +$35.1M +418,662 +92%
AC
22
AKO Capital
United Kingdom
$73.4M +$9.6M +114,541 +15%
ACH
23
ArrowMark Colorado Holdings
Colorado
$73.2M -$3.54M -42,262 -5%
Norges Bank
24
Norges Bank
Norway
$72.2M
GIM
25
Generation Investment Management
United Kingdom
$71.7M +$18.5M +220,932 +36%

ALLE Hedge Fund Activity: Q1 2018 in Review

472 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2018, worth a combined $7.24B — up 4.5% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ALLE positions and 53 closed out — a net gain of 8 holders — while 133 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $129M. The largest seller was American Century Companies, cutting an estimated $134M.

  • 472 institutional investors held Allegion (ALLE) as of Q1 2018, up from 470 in Q4 2017.
  • Funds reported $7.24B of Allegion stock for Q1 2018, up 4.5% quarter-over-quarter.
  • 61 funds opened new Allegion positions in Q1 2018 and 53 closed out, a net change of +8 holders.
  • The largest Allegion buyer in Q1 2018 was AllianceBernstein, an estimated $129M added.
  • The largest Allegion seller in Q1 2018 was American Century Companies, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2018.