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Allegion

474 hedge funds and large institutions have $8.07B invested in Allegion in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 126 increasing their positions, 163 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $6.99B → $8.07B (+$1.08B)

3% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 67

1% less funds holding

Funds holding: 477474 (-3)

1.03% less ownership

Funds ownership: 95.21%94.18% (-1%)

23% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 163

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $5.4M

Holders
474
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
69
Increased
126
Reduced
163
Closed
67
Calls
$1.8M
Puts
$5.4M
Net Calls
-$3.6M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M +$5.05M +58,002 +0.6%
BlackRock
2
BlackRock
New York
$688M +$59.6M +685,215 +10%
AllianceBernstein
3
AllianceBernstein
Tennessee
$650M -$193K -2,224 -0%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$614M -$68.2M -783,473 -10%
State Street
5
State Street
Massachusetts
$379M +$16.6M +191,145 +5%
GIM
6
Generation Investment Management
United Kingdom
$323M -$86.7M -996,917 -22%
BBHC
7
Brown Brothers Harriman & Co
New York
$244M -$6.58M -75,691 -3%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$180M -$11.9M -136,485 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$165M +$18.7M +215,361 +13%
AC
10
AKO Capital
United Kingdom
$159M +$26M +299,089 +21%
Bessemer Group
11
Bessemer Group
New Jersey
$133M -$16.7M -191,464 -12%
Deutsche Bank
12
Deutsche Bank
Germany
$123M -$478K -5,498 -0.4%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$122M -$15M -172,447 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$121M +$5.44M +62,569 +5%
UBS AM
15
UBS AM
Illinois
$111M +$6.06M +69,643 +6%
TPI
16
Tesco Pension Investment
United Kingdom
$105M +$4.74M +54,498 +5%
Northern Trust
17
Northern Trust
Illinois
$97.9M +$1.73M +19,896 +2%
ACH
18
ArrowMark Colorado Holdings
Colorado
$91.5M +$3.5M +40,248 +4%
American Century Companies
19
American Century Companies
Missouri
$89.5M +$4.92M +56,548 +6%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$86.8M +$667K +7,665 +0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$85.6M -$7.74K -89 -0%
Aristotle Capital Management
22
Aristotle Capital Management
California
$83.4M +$80M +919,693 New
JP Morgan Chase
23
JP Morgan Chase
New York
$77.2M -$124M -1,426,572 -63%
Norges Bank
24
Norges Bank
Norway
$76.8M
Bank of America
25
Bank of America
North Carolina
$75M +$2.15M +24,663 +3%

ALLE Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2019, worth a combined $8.07B — up 15% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ALLE positions and 67 closed out — a net gain of 2 holders — while 126 added to existing stakes and 163 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $80M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 474 institutional investors held Allegion (ALLE) as of Q1 2019, down from 477 in Q4 2018.
  • Funds reported $8.07B of Allegion stock for Q1 2019, up 15% quarter-over-quarter.
  • 69 funds opened new Allegion positions in Q1 2019 and 67 closed out, a net change of +2 holders.
  • The largest Allegion buyer in Q1 2019 was Aristotle Capital Management, an estimated $80M added.
  • The largest Allegion seller in Q1 2019 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.