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Allegion

576 hedge funds and large institutions have $11.1B invested in Allegion in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 198 increasing their positions, 187 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $23M | Put options by funds: $7.49M

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

5% more funds holding

Funds holding: 551576 (+25)

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 187

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$436M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.81% less ownership

Funds ownership: 96.34%94.53% (-1.8%)

Holders
576
Holders Change
+25
Holders Change %
+4.54%
% of All Funds
8.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
71
Increased
198
Reduced
187
Closed
44
Calls
$23M
Puts
$7.49M
Net Calls
+$15.6M
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$2.25M +17,567 +0.2%
BlackRock
2
BlackRock
New York
$1.36B -$48.6M -379,457 -4%
APG Asset Management
3
APG Asset Management
Netherlands
$740M +$18.1M +141,148 +2%
Boston Partners
4
Boston Partners
Massachusetts
$673M +$9.32M +72,773 +1%
State Street
5
State Street
Massachusetts
$540M +$5.56M +43,457 +1%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$492M +$44.1M +344,806 +10%
VanEck Associates
7
VanEck Associates
New York
$445M +$11.6M +90,951 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$280M +$8.63M +67,415 +3%
Brown Advisory
9
Brown Advisory
Maryland
$247M -$7.92M -61,840 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$209M +$76.4M +596,604 +62%
Invesco
11
Invesco
Georgia
$206M -$4.68M -36,577 -2%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$200M -$84.4M -659,383 -31%
Deutsche Bank
13
Deutsche Bank
Germany
$176M -$3.32M -25,918 -2%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$161M -$15.3M -119,731 -9%
IIP
15
Intermede Investment Partners
United Kingdom
$132M -$7.54M -58,875 -6%
Bank of America
16
Bank of America
North Carolina
$129M -$11.3M -87,894 -8%
Norges Bank
17
Norges Bank
Norway
$123M +$4.89M +38,165 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$122M +$6.77M +52,878 +6%
Northern Trust
19
Northern Trust
Illinois
$117M -$5.84M -45,602 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$116M -$5.74M -44,831 -5%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$115M +$1.53M +11,947 +1%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$110M +$881K +6,877 +0.8%
Amundi
23
Amundi
France
$107M +$26.1M +203,512 +32%
Morgan Stanley
24
Morgan Stanley
New York
$107M -$72.8M -568,302 -42%
HRCM
25
Hawk Ridge Capital Management
California
$105M +$8.84M +69,073 +10%

ALLE Hedge Fund Activity: Q1 2024 in Review

576 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Allegion (ALLE) for Q1 2024, worth a combined $11.1B — up 4.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ALLE positions and 44 closed out — a net gain of 27 holders — while 198 added to existing stakes and 187 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $76.4M. The largest seller was Ninety One (UK), exiting entirely with an estimated $126M sold.

  • 576 institutional investors held Allegion (ALLE) as of Q1 2024, up from 551 in Q4 2023.
  • Funds reported $11.1B of Allegion stock for Q1 2024, up 4.1% quarter-over-quarter.
  • 71 funds opened new Allegion positions in Q1 2024 and 44 closed out, a net change of +27 holders.
  • The largest Allegion buyer in Q1 2024 was Massachusetts Financial Services, an estimated $76.4M added.
  • The largest Allegion seller in Q1 2024 was Ninety One (UK), an estimated $126M sold.

Based on aggregated 13F filings for Q1 2024.