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Allegion

465 hedge funds and large institutions have $8.5B invested in Allegion in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 142 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: 95.58%93.68% (-1.9%)

4% less funds holding

Funds holding: 485465 (-20)

5% less capital invested

Capital invested by funds: $8.98B → $8.5B (-$478M)

19% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 176

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

Holders
465
Holders Change
-20
Holders Change %
-4.12%
% 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
142
Reduced
176
Closed
62
Calls
$2.82M
Puts
$2.88M
Net Calls
-$63K
Net Calls Change
-$3.79M

ALLE Hedge Fund Activity: Q3 2020 in Review

465 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2020, worth a combined $8.5B — down 5.3% 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 142 added.

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

  • 465 institutional investors held Allegion (ALLE) as of Q3 2020, down from 485 in Q2 2020.
  • Funds reported $8.5B of Allegion stock for Q3 2020, down 5.3% 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.