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Allegion

556 hedge funds and large institutions have $11.1B invested in Allegion in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 186 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

10% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 169

8% more capital invested

Capital invested by funds: $10.2B → $11.1B (+$860M)

8% more funds holding

Funds holding: 513556 (+43)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.17% less ownership

Funds ownership: 90.73%89.55% (-1.2%)

15% less call options, than puts

Call options by funds: $7.88M | Put options by funds: $9.26M

Holders
556
Holders Change
+43
Holders Change %
+8.38%
% of All Funds
9.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
81
Increased
186
Reduced
169
Closed
34
Calls
$7.88M
Puts
$9.26M
Net Calls
-$1.38M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.39B +$12.3M +89,983 +0.9%
BlackRock
2
BlackRock
New York
$1.14B +$76.6M +560,741 +7%
APG Asset Management
3
APG Asset Management
Netherlands
$637M +$1.49M +10,900 +0.2%
State Street
4
State Street
Massachusetts
$619M -$9.97M -72,955 -2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$499M -$596M -4,359,717 -55%
AllianceBernstein
6
AllianceBernstein
Tennessee
$424M -$138M -1,006,990 -25%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$393M +$110M +805,943 +40%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$352M +$36.1M +263,793 +12%
AC
9
AKO Capital
United Kingdom
$271M -$85.8M -627,786 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$218M -$970K -7,098 -0.5%
Deutsche Bank
11
Deutsche Bank
Germany
$162M +$3.99M +29,159 +3%
IIP
12
Intermede Investment Partners
United Kingdom
$153M +$6.04M +44,157 +4%
Northern Trust
13
Northern Trust
Illinois
$145M -$21.3M -155,731 -13%
Citadel Advisors
14
Citadel Advisors
Florida
$144M +$34.2M +250,150 +32%
Boston Partners
15
Boston Partners
Massachusetts
$143M -$2.21M -16,136 -2%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$125M +$16.3M +119,047 +15%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$121M +$5.91M +43,221 +5%
Norges Bank
18
Norges Bank
Norway
$112M -$2.4M -17,593 -2%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$112M +$52.1M +381,225 +91%
Goldman Sachs
20
Goldman Sachs
New York
$106M +$38.8M +283,810 +60%
TPI
21
Tesco Pension Investment
United Kingdom
$104M +$22.4M +163,921 +28%
N
22
Nuveen
North Carolina
$104M +$8.01M +58,605 +9%
Franklin Resources
23
Franklin Resources
California
$102M -$519K -3,797 -0.5%
Bank of America
24
Bank of America
North Carolina
$98.7M +$4.68M +34,264 +5%
Invesco
25
Invesco
Georgia
$98.2M +$5.57M +40,729 +6%

ALLE Hedge Fund Activity: Q2 2021 in Review

556 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q2 2021, worth a combined $11.1B — up 8.4% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ALLE positions and 34 closed out — a net gain of 47 holders — while 186 added to existing stakes and 169 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $110M. The largest seller was Aristotle Capital Management, cutting an estimated $596M.

  • 556 institutional investors held Allegion (ALLE) as of Q2 2021, up from 513 in Q1 2021.
  • Funds reported $11.1B of Allegion stock for Q2 2021, up 8.4% quarter-over-quarter.
  • 81 funds opened new Allegion positions in Q2 2021 and 34 closed out, a net change of +47 holders.
  • The largest Allegion buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $110M added.
  • The largest Allegion seller in Q2 2021 was Aristotle Capital Management, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2021.