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Allegion

491 hedge funds and large institutions have $7.33B invested in Allegion in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 166 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 91.82%93.24% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

4% less funds holding

Funds holding: 510491 (-19)

7% less capital invested

Capital invested by funds: $7.87B → $7.33B (-$533M)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

20% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.86M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
491
Holders Change
-19
Holders Change %
-3.73%
% of All Funds
8.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
174
Reduced
166
Closed
66
Calls
$1.49M
Puts
$1.86M
Net Calls
-$370K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$941M -$2.09M -21,066 -0.2%
BlackRock
2
BlackRock
New York
$668M +$12.6M +127,546 +2%
APG Asset Management
3
APG Asset Management
Netherlands
$495M +$59.4K +600 +0%
State Street
4
State Street
Massachusetts
$351M -$12.2M -123,512 -3%
Boston Partners
5
Boston Partners
Massachusetts
$342M +$64.8M +654,482 +21%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$265M -$5.17M -52,234 -2%
AC
7
AKO Capital
United Kingdom
$241M +$22.1M +223,117 +9%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$233M -$32.8M -331,445 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$177M +$5.2M +52,527 +3%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$154M +$10.9M +109,878 +7%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$151M +$21M +211,597 +14%
Deutsche Bank
12
Deutsche Bank
Germany
$132M -$5.76M -58,121 -4%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$131M +$2.07M +20,935 +1%
Millennium Management
14
Millennium Management
New York
$113M +$14.3M +144,702 +13%
IIP
15
Intermede Investment Partners
United Kingdom
$99.6M -$8.78M -88,665 -7%
Brown Advisory
16
Brown Advisory
Maryland
$94.6M +$1.02M +10,336 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$92.6M -$70.3M -709,890 -41%
Northern Trust
18
Northern Trust
Illinois
$86.4M -$2.7M -27,259 -3%
Invesco
19
Invesco
Georgia
$86.1M +$5.91M +59,669 +7%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$82M +$72.6M +733,605 +406%
VanEck Associates
21
VanEck Associates
New York
$79.1M +$86.2M +870,361 +7,539%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$78M -$12.5M -125,951 -13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$70.2M +$9.46M +95,514 +14%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$67M +$768K +7,753 +1%
Goldman Sachs
25
Goldman Sachs
New York
$64M +$7.76M +78,323 +12%

ALLE Hedge Fund Activity: Q3 2022 in Review

491 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q3 2022, worth a combined $7.33B — down 6.8% from $7.87B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of ALLE and 54 opened new positions — a net loss of 12 holders — while 166 trimmed existing stakes and 174 added.

The largest buyer was VanEck Associates, adding an estimated $86.2M. The largest seller was Citadel Advisors, cutting an estimated $70.3M.

  • 491 institutional investors held Allegion (ALLE) as of Q3 2022, down from 510 in Q2 2022.
  • Funds reported $7.33B of Allegion stock for Q3 2022, down 6.8% quarter-over-quarter.
  • 54 funds opened new Allegion positions in Q3 2022 and 66 closed out, a net change of -12 holders.
  • The largest Allegion buyer in Q3 2022 was VanEck Associates, an estimated $86.2M added.
  • The largest Allegion seller in Q3 2022 was Citadel Advisors, an estimated $70.3M sold.

Based on aggregated 13F filings for Q3 2022.