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Allegion

482 hedge funds and large institutions have $9.66B invested in Allegion in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 154 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

20% more capital invested

Capital invested by funds: $8.07B → $9.66B (+$1.59B)

2% more funds holding

Funds holding: 474482 (+8)

6% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $2.64M

4% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 154

1.15% less ownership

Funds ownership: 94.18%93.03% (-1.1%)

Holders
482
Holders Change
+8
Holders Change %
+1.69%
% of All Funds
10.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
148
Reduced
154
Closed
54
Calls
$2.8M
Puts
$2.64M
Net Calls
+$154K
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B -$10.3M -102,528 -1%
BlackRock
2
BlackRock
New York
$929M +$82.1M +821,079 +11%
AllianceBernstein
3
AllianceBernstein
Tennessee
$766M -$23.4M -233,708 -3%
State Street
4
State Street
Massachusetts
$464M +$2.1M +21,023 +0.5%
Aristotle Capital Management
5
Aristotle Capital Management
California
$457M +$321M +3,210,556 +349%
BBHC
6
Brown Brothers Harriman & Co
New York
$435M +$124M +1,244,830 +46%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$226M -$472M -4,722,657 -70%
GIM
8
Generation Investment Management
United Kingdom
$213M -$164M -1,638,628 -46%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$208M -$10.7M -107,065 -5%
AC
10
AKO Capital
United Kingdom
$195M +$1.29M +12,909 +0.7%
Invesco
11
Invesco
Georgia
$187M +$92.7M +926,897 +121%
UBS AM
12
UBS AM
Illinois
$179M +$39.9M +398,854 +33%
Bessemer Group
13
Bessemer Group
New Jersey
$163M +$563K +5,626 +0.4%
N
14
Nuveen
North Carolina
$156M +$141M +1,411,687 +60,770%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$153M +$5.2M +52,030 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$146M -$3.37M -33,742 -2%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$145M -$2.94M -29,440 -2%
TPI
18
Tesco Pension Investment
United Kingdom
$128M
Northern Trust
19
Northern Trust
Illinois
$126M +$5.64M +56,392 +5%
Goldman Sachs
20
Goldman Sachs
New York
$124M +$41.8M +418,419 +59%
JP Morgan Chase
21
JP Morgan Chase
New York
$115M +$20.3M +203,119 +24%
Bank of America
22
Bank of America
North Carolina
$105M +$12M +120,131 +15%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$100M -$4.9M -49,031 -5%
Norges Bank
24
Norges Bank
Norway
$94.1M +$416K +4,160 +0.5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$92.7M -$10.6M -105,519 -11%

ALLE Hedge Fund Activity: Q2 2019 in Review

482 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q2 2019, worth a combined $9.66B — up 20% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ALLE positions and 54 closed out — a net gain of 15 holders — while 148 added to existing stakes and 154 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $321M. The largest seller was T. Rowe Price Associates, cutting an estimated $472M.

  • 482 institutional investors held Allegion (ALLE) as of Q2 2019, up from 474 in Q1 2019.
  • Funds reported $9.66B of Allegion stock for Q2 2019, up 20% quarter-over-quarter.
  • 69 funds opened new Allegion positions in Q2 2019 and 54 closed out, a net change of +15 holders.
  • The largest Allegion buyer in Q2 2019 was Aristotle Capital Management, an estimated $321M added.
  • The largest Allegion seller in Q2 2019 was T. Rowe Price Associates, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2019.