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Allegion

464 hedge funds and large institutions have $8.49B invested in Allegion in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 141 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.88M

1.89% less ownership

Funds ownership: 95.59%93.69% (-1.9%)

4% less funds holding

Funds holding: 484464 (-20)

5% less capital invested

Capital invested by funds: $8.98B → $8.49B (-$491M)

20% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 176

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

Holders
464
Holders Change
-20
Holders Change %
-4.13%
% of All Funds
9.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
141
Reduced
176
Closed
62
Calls
$2.82M
Puts
$2.88M
Net Calls
-$63K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.03B +$76.6M +754,417 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$962M -$41.8M -411,884 -4%
Aristotle Capital Management
3
Aristotle Capital Management
California
$682M +$17.9M +176,708 +3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$616M -$117M -1,155,988 -16%
State Street
5
State Street
Massachusetts
$436M +$13.4M +132,419 +3%
BBHC
6
Brown Brothers Harriman & Co
New York
$303M -$21.3M -209,501 -6%
APG Asset Management
7
APG Asset Management
Netherlands
$239M +$43.2M +425,449 +18%
AC
8
AKO Capital
United Kingdom
$199M +$46.9M +461,899 +30%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$175M -$3.93M -38,694 -2%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$172M +$104M +1,028,754 +145%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$155M -$600K -5,911 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$151M -$233K -2,293 -0.1%
Deutsche Bank
13
Deutsche Bank
Germany
$109M -$7.66M -75,450 -6%
Northern Trust
14
Northern Trust
Illinois
$108M +$26.5K +261 +0%
Bank of America
15
Bank of America
North Carolina
$86.8M +$9.93M +97,871 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$86.8M -$5M -49,251 -5%
IIP
17
Intermede Investment Partners
United Kingdom
$84.8M +$3.21M +31,607 +4%
Goldman Sachs
18
Goldman Sachs
New York
$79.9M -$22.1M -217,239 -21%
Norges Bank
19
Norges Bank
Norway
$77.1M
Russell Investments Group
20
Russell Investments Group
United Kingdom
$76.8M +$3.61M +35,523 +5%
N
21
Nuveen
North Carolina
$74.7M +$5.74M +56,559 +8%
Franklin Resources
22
Franklin Resources
California
$72.8M +$78.4K +772 +0.1%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$70.8M -$56.6M -558,053 -44%
Ameriprise
24
Ameriprise
Minnesota
$69.6M -$25.5M -251,326 -26%
Bessemer Group
25
Bessemer Group
New Jersey
$68.3M -$32.5M -320,120 -32%

ALLE Hedge Fund Activity: Q3 2020 in Review

464 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2020, worth a combined $8.49B — down 5.5% from $8.98B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ALLE and 45 opened new positions — a net loss of 17 holders — while 176 trimmed existing stakes and 141 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $104M. The largest seller was AllianceBernstein, cutting an estimated $117M.

  • 464 institutional investors held Allegion (ALLE) as of Q3 2020, down from 484 in Q2 2020.
  • Funds reported $8.49B of Allegion stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 45 funds opened new Allegion positions in Q3 2020 and 62 closed out, a net change of -17 holders.
  • The largest Allegion buyer in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $104M added.
  • The largest Allegion seller in Q3 2020 was AllianceBernstein, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2020.